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US Semiconductor Supply, Demand Realign For 2026, Says BofA Analyst: What Are The Top Stock Picks?
Wednesday, January 21, 2026 - 3:17pm | 737Read More...BofA Securities analyst Vivek Arya said the U.S. semiconductor sector is moving into a more balanced phase, with supply and demand largely aligned and earnings expectations reset, setting up modest upside rather than a sharp rebound in 2026. • ADU stock is holding steady today. Where is ADU...

