TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display
Taiwan Semiconductor Manufacturing Co Ltd bumped up its long-term forecast for the chip sector on Thursday, projecting the global semiconductor market will top $1.5 trillion by 2030. That’s a sharp increase from TSMC’s earlier $1 trillion estimate, with the company pointing to surging artificial intelligence demand spurring quicker expansion of advanced manufacturing.
