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UBS Sees Semiconductor Shortage Lasting Through 2027, Names Nvidia and TSMC as Top Picks
Electronic Technology · Semiconductors · cnyes · 2026-09-09
UBS maintains a bullish outlook on the semiconductor cycle, projecting memory shortages to persist until 2027 and highlighting 11 key stocks including Nvidia and TSMC.
What Happened
Memory Supply Constraints: UBS reports that despite a dip in July memory shipments, average selling prices for DRAM and NAND continue to climb. The firm now expects the current supply shortage in the memory sector to persist through 2027, providing a strong floor for pricing.
Industry Cycle Outlook: The broader semiconductor industry remains in a solid expansion phase, with logic and analog chip sales hitting record highs. UBS forecasts global semiconductor revenue to surge in 2026, with the growth cycle expected to remain intact until at least 2028.
Top Investment Picks: UBS continues to favor U.S. giants like Nvidia and Micron while highlighting five Taiwanese firms—TSMC, Hon Hai, MediaTek, Quanta, and ASE Technology—as top picks. Other international favorites include NXP Semiconductors, Infineon, Samsung, and SK Hynix.
Market Risk Factors: While JPMorgan has also raised its 2026 revenue forecasts, it warns that the outlook depends heavily on whether memory shipments recover in August. Failure to stabilize volumes or a slowdown in AI-related demand could lead to a disappointing correction for the sector.
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