Bank of America analyst Vivek Arya projects that global semiconductor sales will surge roughly 30% year over year, exceeding $1 trillion in 2026
$NVDA $AMD $AVGO $INTC $QCOM $ARM
At 15x sales, that implies a $15 trillion valuation for chip sellers
Imagine the opportunity by 2030+
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Bank of America analyst Vivek Arya projects that global semiconductor sales will surge roughly 30% year over year, exceeding $1 trillion in 2026
$NVDA $AMD $AVGO $INTC $QCOM $ARM
At 15x sales, that implies a $15 trillion valuation for chip sellers
Imagine the opportunity by 2030+