Morgan Stanley noted that by 2030, the global semiconductor industry market size could reach $1.5 trillion, with AI-related semiconductor products accounting for half of the market. Cloud capital expenditures by major cloud service providers remain robust. Morgan Stanley’s Cloud CapEx Tracker estimates that cloud capital expenditures will approach $811 billion by 2026. The research suggests that agent-based AI is creating growing opportunities for CPU applications. As AI shifts from inference to execution, GPU computational intensity increases. The firm has raised its total addressable market (TAM) for orchestration CPUs under the base case scenario to $79 billion, with the TAM for CPU orchestration technologies projected to reach $238 billion. (Jin10)
Morgan Stanley forecasts a $1.5 trillion global semiconductor market by 2030.
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Summary
Morgan Stanley released market insights forecasting the global semiconductor market to reach $1.5 trillion by 2030, with AI semiconductors accounting for half of that total. Cloud capital expenditures are projected to hit $811 billion by 2026. The firm increased its base-case TAM for orchestrated CPUs to $79 billion, adding $238 billion for CPU orchestration technologies. Global cryptocurrency policy developments may impact semiconductor demand in the coming years.
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