Citi names 5 top chip picks ahead of Q3 earnings

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Key things to focus on as chipmakers prepare to present at 2026 SEMICON West

October 12, 2026 10:41 AM EDT

In a recent note to clients, Citi analysts told investors that component availability is emerging as the key investor topic heading into the SEMICON West conference in San Francisco, which runs from Oct. 13 to 15.

The bank maintained its bull case for wafer fab equipment spending of $163 billion in 2026, $224 billion in 2027 and $286 billion in 2028. However, it cautioned investors against raising expectations further... More