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significant · [3 sources] · · 中文(ZH) 台积电预计到2030年全球芯片市场规模将超过1.5万亿美元
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significant

TSMC forecasts $1.5T chip market by 2030, driven by AI

By PulseAugur Editorial · Summary by gemini-2.5-flash-lite from 3 sources

Taiwan Semiconductor Manufacturing Company (TSMC) projects the global semiconductor market will surpass $1.5 trillion by 2030, a significant increase from previous forecasts. The company anticipates that artificial intelligence and high-performance computing will be the primary drivers, accounting for 55% of this market. To meet this demand, TSMC is accelerating its capacity expansion, with plans for new fabrication plants and advanced packaging facilities in 2026. AI

Summary written by gemini-2.5-flash-lite from 3 sources. How we write summaries →

IMPACT This forecast highlights AI's critical role in driving demand for advanced semiconductor manufacturing, signaling continued investment and expansion in the sector.

RANK_REASON TSMC, a major player in semiconductor manufacturing, released a significant market forecast driven by AI and HPC.

Read on 36氪 (36Kr) →

COVERAGE [3]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    TSMC expects the global chip market to exceed $1.5 trillion by 2030

    台积电在周四举行的技术研讨会前发布的演示材料中表示，预计到2030年，全球半导体市场规模将超过1.5万亿美元，高于此前预测的1万亿美元。台积电预计，人工智能和高性能计算将占1.5万亿美元市场的55%，其次是智能手机（20%）和汽车应用（10%）。台积电表示，公司在2025年和2026年加快了产能扩张速度，并计划在2026年建设九期晶圆厂和先进封装设施。（新浪财经）

  2. Mastodon — sigmoid.social TIER_1 · [email protected] ·

    Chip Market Poised for $1.5 Trillion by 2030, Driven by AI Surge Global chip market to hit $1.5 trillion by 2030, driven by AI demand. TSMC leads expansion in J

    Chip Market Poised for $1.5 Trillion by 2030, Driven by AI Surge Global chip market to hit $1.5 trillion by 2030, driven by AI demand. TSMC leads expansion in Japan, US, and Germany. # ChipMarket , # AI , # TSMC , # Semiconductors , # TechNews https:// newsletter.tf/ai-boosts-chi…

    LINKS newsletter.tf/ai-boosts-chip-market-to-1-…
  3. Mastodon — sigmoid.social TIER_1 · [email protected] ·

    The global chip market is expected to grow to $1.5 trillion by 2030, a huge increase driven by AI technology. # ChipMarket , # AI , # TSMC , # Semiconductors ,

    The global chip market is expected to grow to $1.5 trillion by 2030, a huge increase driven by AI technology. # ChipMarket , # AI , # TSMC , # Semiconductors , # TechNews https:// newsletter.tf/ai-boosts-chip-m arket-to-1-5-trillion-by-2030/

    LINKS newsletter.tf/ai-boosts-chip-market-to-1-…

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