TSMC expects the global semiconductor market to surpass $1 trillion this year and reach $1.5 trillion by 2030. Industry insiders believe that TSMC’s closed-door meeting has once again strengthened the industry’s confidence in AI, and that the company’s wafer manufacturing and advanced packaging expansions serve as a barometer for industry development trends. As more wafer and packaging plants join the expansion cycle, semiconductor equipment and materials suppliers will be the first to benefit
TSMC expects the global semiconductor market to surpass $1 trillion this year and reach $1.5 trillion by 2030. Industry insiders believe that TSMC’s closed-door meeting has once again reinforced the industry's faith in AI; the company’s expansion in wafer fabrication and advanced packaging serves as a trend indicator for industrial development. As more wafer fabs and packaging plants join the expansion wave one after another, semiconductor equipment and material suppliers will be the first to benefit from the AI-driven expansion boom. (Shanghai Securities News)
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