You need to be more bullish on $Sandisk(SNDK.US), $Micron Tech(MU.US), SK hynix & Samsung...
Semiconductor Market Forecast (WSTS):-> 2026: $1.5 trillion (+90% YoY) - due to memory demand-> 2027: $1.9 trillion (+27% YoY) - mainly memory-driven again-> Memory forecast:2026: $800B (+250% YoY)2027: $1.1 trillion (+32% YoY)I don't see a viable situation rn where memory slows down. Huge demand + supply shortage = pricing power = rocket fuel.-> Also in 2027:Optoelectronics: accelerating 5% growth to $46.4B (vs. 2.7% fcst in 2026).Includes some of your favourite photonics names like $Lumentum(LITE.US) / $Coherent Corp.(COHR.US) / $Applied Optoelectronics(AAOI.US) / $SIVE at chip level.And $IQE / $AXT(AXTI.US) at substrate level.Always good to see other data sources + forecasts to backup overall bullishness.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments