Bank of America analyst Vivek Arya predicts that in 2026, the global semiconductor industry's revenue will increase 30% year over year, and the total amount will exceed 1 trillion US dollars. Regarding AI data centers, the analyst said that the total potential market for this field will exceed 1.2 trillion US dollars by 2030, the CAGR compound annual growth rate is an astonishing 38%, and the market opportunity for AI accelerators alone will reach 900 billion US dollars.

Bank of America analyst Vivek Arya predicts that in 2026, the global semiconductor industry's revenue will increase 30% year over year, and the total amount will exceed 1 trillion US dollars. Regarding AI data centers, the analyst said that the total potential market for this field will exceed 1.2 trillion US dollars by 2030, the CAGR compound annual growth rate is an astonishing 38%, and the market opportunity for AI accelerators alone will reach 900 billion US dollars.