🚀 SEMICONDUCTOR BOOM = CRYPTO BOOST LOADING… 🔥
Morgan Stanley just upgraded ASMI with a bullish price target after major chipmakers — including Intel & KLA — confirmed higher equipment spending heading into 2026.
Why it matters?
Because AI chip demand is exploding, and that wave always spills directly into AI & compute crypto sectors.
💡 What’s Happening
ASMI target raised to €625 with a bull case of €800
Intel says 2026 capex won’t drop → huge AI investment cycle
Memory prices rising fast as AI strains supply
Leading-edge chip production accelerating
📈 Crypto Impact
AI chip boom → More compute → More AI projects → More blockchain usage.
🔥 Crypto Sectors That Benefit
AI & Compute Tokens:
RNDR
TAO (Bittensor)
AKT (Akash)
ASI (FET + AGIX + OCEAN)
Smart Contract Layers:
RWA / Oracle Infrastructure:
LINK
🚀 Why It’s Bullish
When chip spending rises → AI accelerates → The AI crypto ecosystem expands → Capital rotates into high-growth tokens.
The semiconductor rally is turning into an AI-crypto rally.
#Binance #AISeason #CryptoNews #BTC #ETH #SOL #RNDR #TAO
