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Bank of America forecasts the semiconductor industry: AI investment continues to expand, and the storage cycle logic may be rewritten

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Golden Finance reports that on June 2, Bank of America believes that AI infrastructure development is still in its early stages. As AI applications gradually expand from cloud computing providers to enterprise clients, government institutions, and sovereign AI projects, the scale of global AI infrastructure investment is expected to increase from the current level of approximately $1 trillion to $3–4 trillion by 2030. Against this backdrop, new growth opportunities will arise for AI data centers, memory, semiconductor equipment, and analog chip industries. Bank of America believes the storage industry is undergoing structural changes and is expected to move away from the traditional cycle pattern of “big rises and big falls.” The report notes that the factors currently limiting storage capacity expansion include not only capital expenditures, but also advanced packaging capabilities, cleanroom construction, power supply, and geopolitical factors.
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