http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 24 Sep 2026 06:03:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Aug+31/27098443.html si-local-file:///var/storage/secattach/20260924/27098443.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Aug+31/27098443.html Thu, 24 Sep 2026 06:03:00 -0400 TSM http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html <p>Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.</p><p>Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the "next value-upgrade bottlenecks." </p><p>The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html Tue, 22 Sep 2026 09:00:00 -0400 AMD ASX GLW HNHPF INTC LITE MDTKF NVDA TSM UMC http://www.streetinsider.com/Analyst+Comments/Stifel+Reiterates+Buy+Rating+on+Taiwan+Semi+%28TSM%29/27051298.html <p>Stifel analyst Sahej Singh reiterated a Buy rating and $515.00 price target on Taiwan Semi (NYSE: TSM).</p><p>The analyst commented, "TSM's August revenue grew 10.1% sequentially, ahead of the 3-and-5-year August averages, pushing first eight-month growth to 39.3%. That already brackets full-year guidance of slightly above 40%, the more consequential figure, and sets up a 3Q print above guide and consensus even with a seasonally flat-to-down September. The swing factors are FX, now slightly less favorable at NT$31.65 versus the NT$32.00 guided, and gross margin, pressured by the 2nm ramp and overseas fab build. We take the over on margin, helped http://www.streetinsider.com/Analyst+Comments/Stifel+Reiterates+Buy+Rating+on+Taiwan+Semi+%28TSM%29/27051298.html Fri, 11 Sep 2026 09:35:49 -0400 TSM http://www.streetinsider.com/General+News/JPMorgan+names+KLA+top+chip-equipment+pick%2C+lifts+WFE+forecasts/27050752.html <p>Investing.com -- In a note to clients on Friday, JPMorgan raised its forecasts for the wafer fabrication equipment market and named KLA as its top pick among U.S. chip-equipment makers.</p><p dir="ltr">Analyst Mio Shikanai lifted the bank's WFE market growth estimates to 31% for 2026, taking the market to $163 billion, 38% for 2027 at $225 billion and 17% for 2028 at $263 billion, a 28% compound annual growth rate over 2025 to 2028. </p><p dir="ltr">Shikanai said "cloud service providers (CSPs) are accelerating their investments in response to further growth in AI-related demand," with spending by the top four U.S. players http://www.streetinsider.com/General+News/JPMorgan+names+KLA+top+chip-equipment+pick%2C+lifts+WFE+forecasts/27050752.html Fri, 11 Sep 2026 07:30:53 -0400 KLAC TSM http://www.streetinsider.com/General+News/JPMorgan+names+KLA+top+chip-equipment+pick%2C+lifts+WFE+forecasts/27050752.html <p>Investing.com -- In a note to clients on Friday, JPMorgan raised its forecasts for the wafer fabrication equipment market and named KLA as its top pick among U.S. chip-equipment makers.</p><p dir="ltr">Analyst Mio Shikanai lifted the bank's WFE market growth estimates to 31% for 2026, taking the market to $163 billion, 38% for 2027 at $225 billion and 17% for 2028 at $263 billion, a 28% compound annual growth rate over 2025 to 2028. </p><p dir="ltr">Shikanai said "cloud service providers (CSPs) are accelerating their investments in response to further growth in AI-related demand," with spending by the top four U.S. players http://www.streetinsider.com/General+News/JPMorgan+names+KLA+top+chip-equipment+pick%2C+lifts+WFE+forecasts/27050752.html Fri, 11 Sep 2026 07:30:53 -0400 KLAC TSM http://www.streetinsider.com/Investing/JPMorgan+names+KLA+top+chip-equipment+pick%2C+lifts+WFE+forecasts/27050752.html <p>Investing.com -- In a note to clients on Friday, JPMorgan raised its forecasts for the wafer fabrication equipment market and named KLA as its top pick among U.S. chip-equipment makers.</p><p dir="ltr">Analyst Mio Shikanai lifted the bank's WFE market growth estimates to 31% for 2026, taking the market to $163 billion, 38% for 2027 at $225 billion and 17% for 2028 at $263 billion, a 28% compound annual growth rate over 2025 to 2028. </p><p dir="ltr">Shikanai said "cloud service providers (CSPs) are accelerating their investments in response to further growth in AI-related demand," with spending by the top four U.S. players http://www.streetinsider.com/Investing/JPMorgan+names+KLA+top+chip-equipment+pick%2C+lifts+WFE+forecasts/27050752.html Fri, 11 Sep 2026 07:30:53 -0400 KLAC TSM