AI semiconductor market forecasts to reach over $550B by 2028: RBC

RBC forecasts AI semis to jump from $220B in 2025 to $550B+ by 2028, highlighting HBM demand, GPU dominance and key stock ...

BE Semiconductor: Another Success In 2025A Going Into 2026E (Rating Downgrade)

BE Semiconductor Industries N.V. is downgraded to Hold with strong fundamentals, cyclicality & revenue concentration. Read ...

Taiwan Semiconductor Analysts Raise Their Forecasts After Q4 Earnings

Taiwan Semiconductor reported quarterly net sales of $33.73 billion (1.05 trillion New Taiwanese dollars), up 20.5% year-over-year (Y/Y), topping the analyst consensus estimate of $33.27 billion. Net ...

Taiwan Semiconductor Is Headed For A Record Quarter, And Wall Street Knows It

Taiwan Semiconductor (NYSE: TSM) continues to benefit from strong demand for advanced chips, with a record quarter in sight.
Blockonomi

Taiwan Semiconductor (TSM) Stock: Wall Street Raises Price Targets as Shares Hit Record Highs

TSM stock reaches records as six analysts raise targets. Goldman lifts forecast 35%. JPMorgan projects 30% growth on AI ...
DATAQUEST

Global semiconductor market approaches $1 trillion in 2026

In 2026, WSTS forecasts the Americas and Asia Pacific remain the strongest contributors, while Europe and Japan are forecast ...
The Chosun Ilbo on MSN

Kospi forecasts rise on semiconductor surge

As the Kospi’s sharp upward trend continued into the new year, securities firms are rushing to raise their annual Kospi ...

Omdia: AI Drives Semiconductor Revenues Past $1 Trillion for the First Time in 2026

Global semiconductor revenues will exceed $1tn in 2026, marking a historic milestone for the industry, according to Omdia's latest market analysis. This growth is being driven by the rapid surge in me ...