# Bank of America raised its global semiconductor revenue target for 2026 from roughly $1 trillion to $1.3 trillion.

*fintech · news · 2026-04-10 · Barchart*

## Key points

- Bank of America raised its 2026 global semiconductor revenue target by $300 billion to $1.3 trillion.
- Cadence launched ChipStack, an AI-powered agent automating chip design code and verification tasks.
- Synopsys completed its acquisition of Ansys, expanding into a full silicon-to-systems engineering platform.
- Both Cadence and Synopsys are shifting to usage-based and token-based pricing for AI design tools.

**Companies:** Cadence Design Systems, Synopsys

[Read the full story on Barchart](https://www.barchart.com/story/news/1243407/bank-of-america-wants-you-to-buy-the-dip-in-these-2-picks-and-shovels-ai-stocks)

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