Morgan Stanley Projects Global Semiconductor Market to Reach $1.5 Trillion by 2030

GateNews
According to Morgan Stanley, the global semiconductor market could reach $1.5 trillion by 2030, with artificial intelligence-related semiconductors accounting for approximately half of the market. The firm's cloud capital expenditure tracker estimates that cloud capex will approach $811 billion by 2026, driven by major cloud service providers' continued investments.
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