BoA: Optimistic about the semiconductor industry's sales exceeding $1 trillion next year.

Bank of America analyst Vivek Arya believes that the AI boom is not cooling down, and predicts that global semiconductor sales will increase by 30% next year, surpassing $1 trillion for the first time. Bank of America is optimistic about companies like Nvidia and Broadcom, and expects that by 2030, the serviceable market size of AI data center systems will exceed $1.2 trillion.