Woofun AI reports that Cantor Fitzgerald has increased price targets for multiple semiconductor firms, attributing the adjustments to the persistent AI infrastructure cycle and robust industry expansion. The firm maintains a Hold rating on Micron with a raised target of $2,000 from $1,500, and on Lam Research with a $500 target up from $425. AMD’s target rises to $700 from $500 under a Hold rating. Marvell receives a Neutral rating with a target hike to $300 from $220, while Intel’s target jumps to $150 from $90, also rated Neutral. Cantor projects AI infrastructure will drive a multi-year semiconductor supercycle, with revenue potentially surpassing $35 trillion by 2030.