The wave of AI computing power is completely rewriting the long-term growth trajectory of the global semiconductor industry. In the latest industry analysis, Zeng Ruiyu, Senior Director of SEMI Industry Research, officially revised the global semiconductor market growth forecast, directly breaking the industry's long-standing output growth expectations and releasing a far exceeding market consensus signal for the global semiconductor sector.

By 2030, the output value will exceed 2 trillion US dollars

Previously, the market generally believed that the global semiconductor production value would not reach the $1 trillion mark until 2030. But the explosive demand for AI driven computing infrastructure has directly raised this long-term growth curve significantly.

According to the latest calculation by SEMI, the global semiconductor market size will directly exceed $1.5 trillion by 2026 and steadily cross the $2 trillion threshold by 2030. The strong demand that was originally concentrated on the AI chip side is rapidly spreading along the industry chain to the upstream manufacturing equipment, testing links, advanced packaging, and core material markets, driving various sub sectors of the entire industry chain to enter a high prosperity cycle synchronously.

According to the industry data released by WSTS in June 2026, the global semiconductor market will grow by nearly 90% year-on-year in 2026, and the storage chip sector will see a year-on-year increase of 250%. The industry's growth resilience far exceeds any previous industry cycle. This round of semiconductor expansion led by AI is continuously expanding the hardware chassis of the global digital industry and opening up a long-term track for global technology capital to continue expanding.Editor/Cheng Liting