Can AI Capex Extend The Semiconductor Cycle?
Source: SeekingAlpha
2026-06-06 06:21:29 ET
By Dalya Hahn
Accelerating capital spending on AI buildouts by mega-cap hyperscalers and emerging AI model developers continues to surpass expectations. The positive trajectory of capex has supported equity performance across the semiconductor industry, with memory players seeing particularly strong gains. Just as skepticism has emerged over the potential return on investment from an unprecedented period of capex, investors have also begun to raise concerns over the duration of the current semiconductor cycle (Exhibit 1)....
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Can AI Capex Extend The Semiconductor Cycle?
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