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Morgan Stanley: The global semiconductor industry market size may reach $1.5 trillion by 2030, with AI-related semiconductor products accounting for half of the market.

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Jinse Finance reported that on May 25, Morgan Stanley recently said in a research report that by 2030 the global semiconductor industry market size could reach $1.5 trillion, with AI-related semiconductor products accounting for half the share. Major cloud service providers’ cloud capital expenditures remain strong. Morgan Stanley’s cloud capital expenditure tracker estimates that by 2026, cloud capital expenditures will be close to $811 billion. The research believes that agent-based artificial intelligence has created continuously growing CPU application opportunities. When AI shifts from reasoning to execution, GPU computing intensity increases accordingly. The institution raised the baseline scenario for the total addressable market (TAM) of orchestrated CPU markets to $79 billion, and the market-added value (TAM) forecast for CPU orchestration technology will reach $238 billion.
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