By Zacks Equity Research
Publication Date: 2026-09-16 08:19:00
For Immediate Release
Chicago, IL – September 16, 2026 – Today, Zacks Equity as NVIDIA Corporation NVDA, Texas Instruments TXN, Intel INTC and STMicroelectronics STM.
Industry: Semiconductors
Link: https://www.zacks.com/
commentary/2989797/buy-ti-and-
nvidia-for-exposure-to-
semiconductor-boom
Companies in the Semiconductor – General industry are at the forefront of the ongoing technological revolution based on HPC, AI, electrified and automated driving, IoT and other technologies. The semiconductors they produce enable the cloud to function and help analyze data into actionable insights that can be used by companies to operate more efficiently. AI and data-center infrastructure are currently the industry’s biggest growth drivers, while automotive and industrial applications provide important additional opportunities. Therefore, the long-term outlook can only be considered bright.
In the immediate future, however, there could be some challenges. While geopolitical instability and the arms race among nations may sound like positive drivers for some, actual wars disrupt supply chains, delay deliveries and drive up prices. U.S. tariffs could exacerbate inflation in end products using semiconductors and potentially disrupt trade, resulting in more of the same challenges. Supply-chain adjustments, export restrictions and elevated memory prices could also create near-term pressures.
NVIDIA…
