These 4 stocks could benefit most from a $3.2 trillion semiconductor opportunity

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These 4 stocks could benefit most from a $3.2 trillion semiconductor opportunity

A BofA analyst expects the semiconductor market to reach $3.2 trillion by the end of the decade, shrugging off fears of an AI slowdown

Sept. 15, 2026, 5:40 p.m. ET

While investors weigh the implications of a potential slowdown in artificial-intelligence development, one analyst is feeling even more upbeat as he looks several years out.

Bank of America analyst Vivek Arya now expects the total addressable market for the entire semiconductor industry to reach $3.2 trillion by 2030 — led by growth in memory-chip and data-center demand, as well as stronger recoveries for the automotive and industrial industries. He expects the market to reach $1.7 trillion this year.

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About the Author

Britney Nguyen

Britney Nguyen is a tech reporter covering Nvidia, chips and AI. You can find her on X at @britneycath.