TRENDING · GLOBAL
Citi: ASML results confirm AI chip demand outlook extending to 2030
Citi analysts cited strong ASML (semiconductor equipment maker) earnings as evidence that AI chip demand will sustain through 2030, underpinning sustained capex and supply-chain expansion across the sector.
WHY IT MATTERS
Market consensus on decade-long AI infrastructure capex boom reduces short-term recession risk for banks exposed to tech/semi supply chains; enables longer-term AI investment planning by BFSI.