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AI Chip Surge Powers Semiconductor Winners | Durham News
The semiconductor race is heating up as tech giants like Alphabet and Meta pour over $700 billion into AI infrastructure by 2026, fueling a massive supply chain boom. Micron surges over 200% this year, riding a memory chip shortage that will persist for years, with AI data centers consuming 70% of chip production by 2026. Applied Materials, the machine-maker behind chip factories, stands to benefit as wafer fabrication equipment spending could hit $145 billion by 2026. Intel leverages government subsidies and domestic manufacturing pushes to strengthen its foundry business, while AMD’s server…
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