Calls
1
Ajit Manocha
President and CEO, SEMI
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First Call
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Long
Sep 02
$544.08
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Ajit Manocha says semiconductors are in a long AI-driven super cycle with growth drivers including AI this decade and quantum next decade. Memory demand is growing faster than capacity readiness and the industry is still in early innings of AI, so demand is here to stay despite periodic corrections.
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Ajit Manocha has 1 trade ideas tracked on Buzzberg across 2 tickers since September 2026.
