# Wafer Front-End

The Rise of the Agents: Why 'Agentic AI' is the Next Great Catalyst for Silicon and Hardware

UBS identifies Agentic AI as the critical 2026 inflection point that will broaden the semiconductor rally beyond GPUs to CPUs and wafer front-end equipment. The shift toward autonomous AI agents is expected to drive CPU node market share to 41% by 2027 while normalizing industry supply chains.