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Bank of America boosts US chip outlook to 18%
Bank of America has raised its forecast for the growth of the U.S. semiconductor industry to a compound annual growth rate (CAGR) of 18% from 2026 to 2030, up from its previous estimate of 14%. The market is expected to reach $3.2 trillion by 2030, driven primarily by memory and data center sectors, along with a recovery in the automotive and industrial sectors. The semiconductor industry is projected to double its current market size of $1.7 trillion within four years, after taking 50 years to reach $1 trillion in sales. Additionally, the outlook for chip manufacturing equipment has been raised, with forecasts reaching $156 billion in 2026 and $210 billion in 2027, reflecting a CAGR of 23% from 2026 to 2030 due to increasing demand for memory equipment. Stable prices for memory chips and rental prices for graphics processing units (GPUs) indicate market stability and suggest strong growth prospects in the coming years.
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