Broadcom, Marvell In Focus As Semicondcutor Analyst Flags AI-Driven Supply Crunch, Custom Silicon Upside

A fresh look at global semiconductor supply chains is reshaping analyst views as hyperscaler demand accelerates and memory constraints tighten across the industry. • Advanced Micro Devices shares are climbing with conviction. What’s driving AMD stock higher?Hyperscalers Tighten Memory Supply, Prices RiseAfter a recent Asia trip, KeyBanc analyst John Vinh updated several semiconductor ratings and forecasts, pointing to hyperscaler-driven demand that is tightening memory supply and reshaping winners and loser ...