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Zeng Ruiyu, senior director of SEMI industry research, announced the revised semiconductor growth forecast. He said that in the past, the market originally expected the global semiconductor output value to reach 1 trillion US dollars until 2030, but AI completely rewrote the industry growth curve. The market size will exceed 1.5 trillion US dollars this year, and it is estimated that it will definitely break through 2 trillion US dollars in 2030, and strong demand is spreading all the way from chips to the advanced equipment, testing, advanced packaging and materials markets.

Zhitongcaijing·09/01/2026 13:17:33
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Zeng Ruiyu, senior director of SEMI industry research, announced the revised semiconductor growth forecast. He said that in the past, the market originally expected the global semiconductor output value to reach 1 trillion US dollars until 2030, but AI completely rewrote the industry growth curve. The market size will exceed 1.5 trillion US dollars this year, and it is estimated that it will definitely break through 2 trillion US dollars in 2030, and strong demand is spreading all the way from chips to the advanced equipment, testing, advanced packaging and materials markets.