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2026-05-25 11:00:34
[Morgan Stanley: Global Semiconductor Market Size May Reach $1.5 Trillion by 2030, with AI Contributing Half] (1) Morgan Stanley predicts that the global semiconductor market size may reach $1.5 trillion by 2030, with artificial intelligence-related semiconductor products contributing half of the share. Capital expenditures by major cloud service providers remain strong, with Morgan Stanley's cloud capital expenditure tracker estimating that cloud capital expenditures will approach $811 billion in 2026. (2) Research indicates that agent-based artificial intelligence brings growing opportunities for CPU applications. As AI shifts from inference to execution, GPU computing power increases accordingly. The firm has raised its baseline total market size (TAM) for orchestrated CPUs to $79 billion, and the market value-added (TAM) for CPU orchestration technology is projected to reach $238 billion.
