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[$538b](/topic/$538b)

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"Bank of America raised its semiconductor sales forecast to $1T by 2027 (from $860B) driven by AI and data center demand. The firm now projects $745B $870B and $971B in industry sales for 20252027 up XX% from prior estimates. Ex-memory sales are seen at $538B $621B and $706B. Top picks remain NVDA AVGO AMD LRCX and KLAC benefiting from strong data center and memory spending. BofA also lifted its semiconductor equipment spending outlook to $118B $128B and $138B for 20252027 expecting long-term capital intensity of 1417% vs. the XX% historical average. The firm sees memory and AI components"  
[X Link](https://x.com/The_AI_Investor/status/1980707810796257708) [@The_AI_Investor](/creator/x/The_AI_Investor) 2025-10-21T18:48Z 66.6K followers, 14.2K engagements