$1T sales by 2030 industry
IndustryLong
Semi industry forecast $1T by 2030
Source: encyclopedia
$700B hyperscaler AI capex 2026
IndustryLong
$700B hyperscaler AI capex 2026 (+$300B)
Source: Fool
20+ price target raises
AMDLong
20+ brokerages raised AMD targets
Source: Parameter
2025 net bookings +48% €28B
EquipmentLong
ASML 2025 net bookings €28B +48% ($33B)
Source: Fool
2025 revenue $122.9B +31.6%
TSMCLong
TSMC 2025 revenue $122.9B +31.6% YoY
Source: Heygotrade
2026 30%+ growth guide
TSMCLong
TSMC 2026 30%+ revenue growth guide
Source: Heygotrade
21 buys 2 sells only
EquipmentMulti
ASML only group with sell ratings
Source: Blockonomi
24x forward P/E discount
TSMCMulti
TSMC 24x forward P/E - cheaper than peers
Source: Heygotrade
2nm flagship process
TSMCLong
TSMC 2nm flagship process node
Source: Fool
3nm/5nm/7nm = 74% wafer rev
TSMCLong
3nm+5nm+7nm = 74% TSMC wafer revenue
Source: Heygotrade
41x forward P/E rich
BroadcomMulti
Broadcom 41x forward P/E most expensive
Source: Heygotrade
48 buy 0 sell ratings
NvidiaLong
Nvidia 48 buy 0 sell strongest sentiment
Source: Parameter
50% analyst upside Dec 2025
NvidiaLong
Nvidia 50% upside consensus Dec 2025
Source: USNews
50% profit margin
TSMCLong
TSMC 50% profit margin Q1 2026
Source: Yahoo
60% AI data center spend = chips
IndustryLong
60% AI DC spend on chips & hardware
Source: Fool
72% foundry market share
TSMCLong
TSMC 72% chip foundry market share
Source: Yahoo
AI accelerator 54-56% CAGR
TSMCLong
TSMC AI accelerator 54-56% CAGR through 2029
Source: Heygotrade
AMD Advanced Micro Devices
AMDLong
AMD Nvidia's principal competitor
Source: Parameter
AMD EPYC server CPU
AMDLong
AMD EPYC server CPU
Source: encyclopedia
AMD Instinct MI300X MI350
AMDLong
AMD Instinct MI300X MI350 AI accelerator
Source: encyclopedia
AMD Q1 2026 rev $10.25B
AMDLong
AMD Q1 2026 revenue $10.25B
Source: Parameter
AMD Q2 guide $11.2B
AMDLong
AMD Q2 guidance ~$11.2B
Source: Parameter
AMD adj EPS $1.37 Q1
AMDLong
AMD Q1 2026 adj EPS $1.37
Source: Parameter
AMD data center +57% YoY
AMDLong
AMD data center +57% YoY Q1 2026
Source: Parameter
ASM International ASMI
EquipmentMulti
ASM International ASMI
Source: encyclopedia
ASML Dutch lithography
EquipmentLong
ASML Dutch lithography monopoly
Source: Fool
Advantest Japanese
TestMulti
Advantest ATEYY Japanese test
Source: encyclopedia
Agentic AI demand wave
IndustryLong
Agentic AI driving token demand wave
Source: Yahoo
Analog Devices ADI
AnalogLong
Analog Devices ADI
Source: encyclopedia
Applied Materials AMAT
EquipmentLong
Applied Materials AMAT semi equipment
Source: encyclopedia
Arista Networks ANET
NetworkingLong
Arista Networks ANET
Source: encyclopedia
Arm Holdings ARM
IP/DesignLong
Arm Holdings ARM IP licensing IPO 2023
Source: encyclopedia
Astera Labs ALAB AI conn
NetworkingLong
Astera Labs ALAB AI connectivity
Source: encyclopedia
Best week since 2008 +30%
MemoryLong
Micron best week since 2008 +30% 5 sessions
Source: Parameter
Broadcom AVGO custom AI
BroadcomLong
Broadcom AVGO custom AI silicon + networking
Source: Fool
CUDA software ecosystem moat
NvidiaLong
CUDA software ecosystem moat
Source: Heygotrade
Cadence Design CDNS
IP/DesignLong
Cadence Design CDNS EDA software
Source: encyclopedia
Credo Tech CRDO 100% 2025
NetworkingLong
Credo CRDO active electrical cables
Source: USNews
Custom XPU/ASIC focus
BroadcomLong
Broadcom XPU + ASIC custom AI chips
Source: Yahoo
Customers Google Anthropic Meta
BroadcomLong
Broadcom customers Google Anthropic Meta
Source: Yahoo
EUV lithography monopoly
EquipmentLong
ASML EUV lithography sole supplier
Source: Fool
FCF 41% of revenue
BroadcomLong
Broadcom FCF 41% of revenue
Source: Yahoo
FY26 AI semi >$30B
BroadcomLong
Broadcom FY26 AI semi rev >$30B
Source: Heygotrade
GlobalFoundries GFS
FoundryMulti
GlobalFoundries GFS
Source: encyclopedia
HBM high-bandwidth memory
MemoryLong
HBM high-bandwidth memory AI critical
Source: Parameter
High-NA EUV 2nm+
EquipmentLong
ASML High-NA EUV for 2nm and beyond
Source: LevelFields
Hyperscaler AI capex driver
IndustryLong
Hyperscaler AI capex multi-yr tailwind
Source: Heygotrade
Infineon Tech IFX
AnalogMulti
Infineon IFX German power semi
Source: encyclopedia
Intel INTC foundry pivot
FoundryMulti
Intel INTC foundry pivot Pat Gelsinger
Source: encyclopedia
KLA Corp KLAC inspection
EquipmentLong
KLA Corp KLAC inspection
Source: encyclopedia
Lam Research LRCX
EquipmentLong
Lam Research LRCX semi equipment
Source: encyclopedia
Marvell Tech MRVL
NetworkingLong
Marvell Technology MRVL networking
Source: encyclopedia
MediaTek Taiwan #2
MobileMulti
MediaTek MTK Taiwan
Source: encyclopedia
Memory cyclical risk
MemoryShort
Memory cyclical pricing reversal risk
Source: Parameter
Microchip Tech MCHP
AnalogMulti
Microchip MCHP MCU
Source: encyclopedia
Micron MU AI memory
MemoryLong
Micron MU memory AI beneficiary
Source: Parameter
NVDA Blackwell flagship GPU
NvidiaLong
Nvidia Blackwell GPU current flagship
Source: USNews
NVDA Data Center $194B +68%
NvidiaLong
Nvidia Data Center revenue $194B +68% YoY
Source: Heygotrade
NVDA FY26 rev $215.9B +65%
NvidiaLong
Nvidia FY26 revenue $215.9B +65% YoY
Source: Heygotrade
NXP Semiconductors NXPI
AnalogMulti
NXP Semiconductors NXPI auto
Source: encyclopedia
Nvidia NVDA AI compute leader
NvidiaLong
Nvidia NVDA AI compute leader
Source: Heygotrade
OpenAI custom AI chip 2026
BroadcomLong
Broadcom OpenAI custom AI chip work
Source: CoinCentral
Q1 +29% revenue
BroadcomLong
Broadcom Q1 FY26 revenue +29% YoY
Source: Yahoo
Q1 2026 +40% YoY revenue
TSMCLong
TSMC Q1 2026 revenue +40% YoY
Source: Yahoo
Q2 expects +47% growth
BroadcomLong
Broadcom Q2 +47% YoY growth expected
Source: Yahoo
Q4 FY26 $68.1B
NvidiaLong
Nvidia Q4 FY26 single Q $68.1B
Source: Heygotrade
Qorvo QRVO RF
MobileMulti
Qorvo QRVO RF specialty
Source: encyclopedia
Qualcomm QCOM mobile leader
MobileMulti
Qualcomm QCOM mobile chips + auto
Source: encyclopedia
Renesas Japanese
AnalogMulti
Renesas Electronics Japanese MCU
Source: encyclopedia
Rubin next-gen 2026
NvidiaLong
Nvidia Rubin next-gen GPU 2026
Source: USNews
SK Hynix Korean DRAM
MemoryLong
SK Hynix Korean DRAM + HBM
Source: encyclopedia
SMH VanEck Semi 26 names
ETFsLong
VanEck SMH Semi ETF NVDA 19.37% TSM 11.59%
Source: Heygotrade
SMIC Chinese foundry
FoundryMulti
SMIC China foundry
Source: encyclopedia
SOX +34.5% 2025 vs 14.3% S&P
IndustryLong
PHLX SOX +34.5% 2025 vs 14.3% S&P
Source: USNews
SOX widest spread vs SP 1Y+
IndustryLong
SOX widest outperformance vs SP500 1Y+
Source: Parameter
SOXL Direxion 3x Bull
ETFsMulti
Direxion SOXL 3x Semi Bull
Source: encyclopedia
SOXX iShares Semi
ETFsLong
iShares SOXX Semi ETF
Source: encyclopedia
STMicro STM auto+ind
AnalogMulti
STMicroelectronics STM Italy
Source: encyclopedia
Samsung Electronics
MemoryMulti
Samsung Electronics global #1 memory
Source: encyclopedia
Samsung Electronics #2 foundry
FoundryMulti
Samsung Electronics #2 foundry
Source: LevelFields
SchedMD acquired AI workload
NvidiaMulti
Nvidia acquired SchedMD AI workload mgmt
Source: USNews
Skyworks SWKS RF filter
MobileMulti
Skyworks SWKS RF filter
Source: encyclopedia
Surpassed JPM in mkt cap
MemoryLong
Micron surpassed JPM in market cap
Source: Parameter
Synopsys SNPS EDA
IP/DesignLong
Synopsys SNPS EDA software
Source: encyclopedia
TSM US $200B investment
TSMCLong
TSMC US investment to $200B 30K jobs
Source: USNews
TSMC TSM #1 foundry
TSMCLong
TSMC TSM world's largest foundry
Source: Heygotrade
Taiwan geopolitical risk
TSMCShort
Taiwan geopolitical China risk
Source: Heygotrade
Teradyne TER
TestMulti
Teradyne TER semi test equipment
Source: encyclopedia
Texas Instruments TXN
AnalogLong
Texas Instruments TXN analog leader
Source: encyclopedia
Tokyo Electron TEL
EquipmentMulti
Tokyo Electron TOELY Japanese
Source: encyclopedia
Tomahawk 6 Ethernet switch
BroadcomLong
Broadcom Tomahawk 6 Ethernet switch
Source: Yahoo
Tomahawk 7 doubles speed
BroadcomLong
Broadcom Tomahawk 7 next year doubles speed
Source: Yahoo
UMC United Microelectronics
FoundryMulti
UMC United Microelectronics Taiwan
Source: encyclopedia
VCF software platform
BroadcomLong
VMware Cloud Foundation - data center OS
Source: Yahoo
VMware acquired 2023 $69B
BroadcomMulti
Broadcom acquired VMware $69B 2023
Source: Heygotrade
Wolfspeed WOLF SiC
AnalogMulti
Wolfspeed WOLF SiC silicon carbide
Source: encyclopedia
XSD SPDR Semi Equal Weight
ETFsLong
SPDR XSD Semi equal weight
Source: encyclopedia
Xilinx acquired 2022
AMDMulti
AMD acquired Xilinx 2022 FPGA
Source: encyclopedia
onsemi ON SiC
AnalogMulti
onsemi ON SiC + analog
Source: encyclopedia
~10GW DC capacity to 2027
BroadcomLong
Broadcom customers ~10GW DC capacity 2027
Source: Yahoo
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