Global Chip Market Seen Surging 89% to Record on AI Demand

Forecasts see the global semiconductor market heading toward a record on surging AI demand, up 89%. The figure's weight is that it converts the vague impression that AI is hot into concrete chip-purchasing momentum, AI is turning from an investor theme into real orders from data centers, servers and devices. To grasp the momentum, look at AI's demand structure: generative AI and large-scale computing need vast high-performance compute chips, advanced packaging and high-bandwidth memory, all high-barrier, high-priced products whose volume directly pulls the whole chain, from foundry and equipment to memory and materials. Note that a market-size forecast differs from any one firm's gain, total growth does not mean everyone benefits equally; the real winners are technology leaders positioned at AI-chip choke points. Treat aggregate growth as an industry tailwind, then verify against individual competitiveness and order visibility. For Taiwan the forecast is especially weighty, its chip supply chain sits at the core of the AI wave, and strong demand underpins related firms' operations and valuations. Watch actual AI-chip shipments and order visibility, advanced-process and packaging capacity expansion, and whether demand wobbles if the macro or AI capex cools.