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Source document· January 8, 2026

Semi Stocks Riding AI Wave: Buy NVIDIA and Amtech

View original at finance.yahoo.com

Semi Stocks Riding AI Wave: Buy NVIDIA and Amtech Companies in the Semiconductor – General industry are at the forefront of the ongoing technological revolution based on HPC, AI, electrified and automated driving, IoT and so forth…

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There are certain positives to picking Amtech Systems right now
80% confidence
Expects smartphone segment growth of 5% in 2025 from 5G adoption, multimedia capabilities, on-device AI, higher ASPs
80% confidence
We don't think the uncertain macro affects the NVIDIA story
80% confidence
Expects automotive segment growth of 3% in 2025 despite continued challenges
80% confidence
Global semiconductor sales expected to grow 22.5% in 2025 (previously 11.2%), following 19% increase in 2024
80% confidence
Expects networking segment growth of 13% in 2025 as cloud providers, telecom firms and enterprises ramp up investment
80% confidence
Share prices continue to soar, leading to a rich valuation
80% confidence
Semiconductors used in military and aerospace market will grow 6% between 2025 and 2029
80% confidence
Long-term outlook for semiconductor industry can only be considered bright
80% confidence
AI ecosystem is scaling fast with more new foundation model makers and more AI startups across more industries, and in more countries
80% confidence
Has visibility into $500 billion of revenue (Blackwell-Rubin) from beginning to end of calendar year 2026
80% confidence
Expects industrial segment growth of 11% in 2025 from military and aerospace applications, manufacturing, edge AI adoption and electrification
80% confidence
Expects compute segment growth of 36% in 2025 from hyperscale AI workloads
80% confidence
Growth will be driven by AI, high-bandwidth memory, networking chips and power modules despite rising market volatility
80% confidence
Expects 15.7% semiconductor growth in 2025 following 18.1% growth in 2024
80% confidence
Expects 17.6% semiconductor growth in 2025, driven by AI infrastructure and accelerated computing as well as datacenter networking markets
80% confidence
Semiconductor market expected to grow 26.3% in 2026
80% confidence
Expects to remain provider of choice for estimated $3 trillion-$4 trillion in annual AI infrastructure build by end of decade
80% confidence