<![CDATA[Tematica Signals: Digital Infrastructure (DIGI)]]>https://tematica.substack.com/s/digital-infrastructure-digihttps://substackcdn.com/image/fetch/$s_!UDMQ!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Ftematica.substack.com%2Fimg%2Fsubstack.pngTematica Signals: Digital Infrastructure (DIGI)https://tematica.substack.com/s/digital-infrastructure-digiSubstackWed, 24 Jun 2026 11:39:55 GMT<![CDATA[May Update - Tematica Select Digital Infrastructure Model (DIGI)]]>https://tematica.substack.com/p/may-update-tematica-select-digitalhttps://tematica.substack.com/p/may-update-tematica-select-digitalMon, 01 Jun 2026 14:17:18 GMT

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]]><![CDATA[April Update - Tematica Select Digital Infrastructure Model (DIGI)]]>https://tematica.substack.com/p/april-update-tematica-select-digitalhttps://tematica.substack.com/p/april-update-tematica-select-digitalMon, 04 May 2026 12:54:29 GMT

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]]><![CDATA[March Update - Tematica Select Digital Infrastructure Model (DIGI)]]>https://tematica.substack.com/p/february-update-tematica-select-digitalhttps://tematica.substack.com/p/february-update-tematica-select-digitalTue, 03 Mar 2026 15:15:14 GMT

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]]><![CDATA[January Update - Tematica Select Digital Infrastructure Model (DIGI)]]>https://tematica.substack.com/p/january-update-tematica-select-digitalhttps://tematica.substack.com/p/january-update-tematica-select-digitalMon, 02 Feb 2026 16:11:40 GMT

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]]><![CDATA[December Update - Tematica Select Digital Infrastructure Model (DIGI)]]>https://tematica.substack.com/p/december-update-tematica-select-digitalhttps://tematica.substack.com/p/december-update-tematica-select-digitalSat, 03 Jan 2026 18:20:38 GMT

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]]><![CDATA[November Update - Tematica Select Digital Infrastructure Model (DIGI)]]>https://tematica.substack.com/p/november-update-tematica-select-digitalhttps://tematica.substack.com/p/november-update-tematica-select-digitalTue, 02 Dec 2025 18:09:14 GMT

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]]><![CDATA[October Update - Tematica Select Digital Infrastructure Model (DIGI)]]>https://tematica.substack.com/p/october-update-tematica-select-digitalhttps://tematica.substack.com/p/october-update-tematica-select-digitalTue, 04 Nov 2025 14:42:36 GMT

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]]><![CDATA[BofA Ups Its Outlook for the Chip Sector]]>https://tematica.substack.com/p/bofa-ups-its-outlook-for-the-chiphttps://tematica.substack.com/p/bofa-ups-its-outlook-for-the-chipTue, 21 Oct 2025 15:10:03 GMT

Despite some concerns over a potential AI bubble (and we’re not in that camp), Bank of America has increased its semiconductor industry sales forecast to nearly $1 trillion by 2027, up from its prior forecast of $860 billion. More specifically, it sees the following:

2025: $745 billion ($538 billion excluding memory)

2026; $870 billion ($621 billion)

2027: $971 billion (706 billion)

To that, we will add that, per data published by the Semiconductor Industry Association, global chip sales tallied $627.6 billion in 2024, up 19% year over year.

What stands out to us is that BofA originally forecasted global chip sales to hit $860 billion in 2027, which means it now sees it surpassing that level one year earlier.

The key driver behind the revised forecast? No surprise, AI and data center with flow through to compute and networking, as well as the continued recovery in consumer, PC, and smartphone markets.

While we tend not to get too worked up about specific forecast figures, directionally, the revised forecast is very supportive for our Digital Infrastructure model and AI & Data Center model suite.

]]><![CDATA[September Update - Tematica Select Digital Infrastructure Model (DIGI)]]>https://tematica.substack.com/p/september-update-tematica-selecthttps://tematica.substack.com/p/september-update-tematica-selectTue, 07 Oct 2025 12:59:43 GMT

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