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Macquarie: Chip Industry Expected to Benefit from Robust AI Demand by 2026
3 day ago /
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Author：小编
On May 19, Macquarie Capital released a research report stating that the semiconductor industry will continue to benefit from robust growth in AI demand this year. It is anticipated that the semiconductor upcycle will be exceptionally prolonged, extending at least until the end of 2027, with upside risks to profitability during this period. The report also pointed out that memory could remain a major bottleneck for the industry in 2026, potentially putting pressure on the profit margins of system companies.
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