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Posted - Wed, June 10, 2026 at 7:40 a.m. https://ca.finance.yahoo.com/news/ubs-sees-generational-semiconductor-boom-114008868.html **From article** >UBS is forecasting a substantial expansion in the global semiconductor industry, projecting revenues will reach $2.38 trillion by 2027 as agentic AI drives broad-based demand across memory, logic, and CPU segments. Analyst Nicolas Gaudois told clients in a note that UBS forecasts semiconductor industry sell-in to hit $1.62 trillion in 2026, up 118% year-over-year, before climbing a further 46% to $2.38 trillion in 2027. While UBS acknowledged that …
— ORIGINAL POST ·
UBS sees generational semiconductor boom, highlights stock winners
· r/stocks
· Jun 11, 2026