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Barchart
Barchart
Pathikrit Bose

RBC Capital Sees a $550 Billion Reason to Buy These 3 Chip Stocks

RBC RBC Capital Micron Nvidia Memory MU NVDA ALAB

There are few certainties in the world today, from tariff issues to geopolitical flashpoints. But what remains starkly definite is AI and its rapidly increasing prevalence across industries. To power this AI adoption, semiconductor chips play an indispensable role. Chips are at the heart of the AI revolution, and in a recent note, investment banking major RBC Capital has reiterated as much.

Expecting AI to increase revenue for chip companies from $220 billion in 2025 to more than $550 billion by 2028, RBC stated in a note, “Tight supply is leading to extended visibility with managements highlighting 18-month backlogs.” Consequently, the firm has highlighted a handful of names to benefit from this tailwind for chip companies. 

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