Citigroup: The global semiconductor equipment sector will usher in a "Phase 2 bull market uptrend cycle".

In its latest research report, Citigroup predicted that the global semiconductor equipment sector will enter a "Phase 2 bull market cycle", following the super bull market of 2024-2025, which is expected to usher in a new round of bull market trajectory. KeyBanc Capital Markets, a top Wall Street investment firm, recently released a research report stating that the global semiconductor industry is poised for a more robust year of demand. With the global wave of AI computing infrastructure construction and the macro background of the "storage chip super cycle", semiconductor equipment manufacturers will also enter a super cycle.