Buy TI and NVIDIA for Exposure to Semiconductor Boom

The semiconductor industry is positioned for exceptional growth through 2026-2027, driven primarily by AI infrastructure demand and data-center expansion. Global semiconductor sales are expected to grow 89.9% in 2026 to $1.51 trillion, with memory and AI infrastructure as primary drivers. However, near-term challenges include geopolitical tensions, supply-chain constraints, elevated memory prices, and potential tariff impacts. NVIDIA and Texas Instruments are highlighted as top picks to benefit from this cycle.