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AI Hardware Capex Surge to $250B Ignites Bullish Tech and Semiconductor Outlook

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The Story

News Summary

  • Aristotle Capital highlighted robust AI infrastructure demand and massive multi-year semiconductor growth in its Q2 letter.
  • Projections showing global wafer fab equipment spending climbing toward $250 billion by 2028, combined with massive DRAM expansion plans, signal ongoing secular strength for chipmakers and AI hardware beneficiaries.
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