Morgan Stanley: Semiconductor Bullish Cycle Continues; 2027 Cloud Capex May Reach $130B

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Morgan Stanley highlighted a bullish trend in the semiconductor sector, noting that AI chips remain in a high-growth cycle. Demand is expanding beyond GPUs to include advanced processes, packaging, memory, and China’s AI chip supply chain. On-chain data and spending models suggest cloud capital expenditures by the top 14 providers could reach $130 billion in 2027. The cloud AI semiconductor market is projected to reach $485 billion in 2026 and $753 billion by 2030.
ME AI message: Morgan Stanley’s latest Greater China semiconductor report, released on July 31, concludes that AI semiconductors remain in a high-growth cycle, with demand expanding beyond pure GPU needs to include advanced nodes, advanced packaging, memory, test equipment, ASICs, and China’s AI chip supply chain. Morgan Stanley has made a highly aggressive projection: the global cloud AI semiconductor market could reach $485 billion by 2026 and expand further to approximately $753 billion by 2030. Meanwhile, the global semiconductor market is expected to reach $1.5 trillion by 2030, meaning AI semiconductors could account for nearly half of the total market size. Based on its own cloud capital expenditure tracking model, Morgan Stanley estimates that the top 14 publicly listed cloud service providers could spend nearly $1.3 trillion on cloud CapEx by 2027—a figure that does not include sovereign AI projects. (Source: BlockBeats)
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