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AI Demand-Supply Gap Proves Challenging to Bridge: Macquarie Remains Bullish on Semiconductor Supercycle Persisting Through 2027
1 week ago /
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Author：小编
On January 8th, Macquarie analysts highlighted in a research report that they anticipate the demand for artificial intelligence (AI) infrastructure will persistently outpace supply until 2026. The analysts emphasized that propelled by robust AI-related expenditures, the semiconductor sector is currently navigating through the early to mid-phases of an unusually prolonged upswing, a trend that could extend at least until 2027. They expressed confidence that the entire semiconductor supply chain will reap the benefits of this enduring trend. However, they singled out memory chips as the segment poised to gain the most prominence in 2026, owing to anticipated supply constraints and consequent price volatility.
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