Morgan Stanley: The global semiconductor industry market size may reach $1.5 trillion by 2030

Odaily Planet Daily News: Morgan Stanley noted that by 2030, the global semiconductor industry market size could reach $1.5 trillion, with AI-related semiconductor products contributing a significant share. Major cloud service providers' cloud capital expenditure remains strong.

Morgan Stanley's cloud capital expenditure tracker estimates that by 2026, cloud capital expenditure will approach $811 billion. Research suggests that agent-based artificial intelligence has created a growing number of CPU application opportunities. As AI shifts from inference to execution, GPU computing intensity increases accordingly. The firm has raised its baseline scenario for the total addressable market (TAM) of orchestrated CPU markets to $79 billion, with the market added value (TAM) forecast for CPU orchestration technology reaching $238 billion. (Jin10)

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