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TSMC says global chip revenue could reach $1.5 trillion by 2030
Taiwan Semiconductor Manufacturing Co. said worldwide semiconductor revenue is projected to exceed US$1 trillion this year and reach US$1.5 trillion by 2030, powered by AI demand. TSMC executive Brian Zhang said AI and high-performance computing will account for about 55% of global semiconductor revenue by then, with AI inference becoming the main growth driver .
AI inference to overtake AI training as the key chip-growth engine
TSMC’s outlook suggests the semiconductor market is shifting beyond AI model training toward large-scale inference workloads. The company said training and inference each contribute about half of AI-driven growth this year, but inference will dominate over time as AI adoption broadens .
Chip industry sees AI demand boosting compute and token consumption
TSMC linked its bullish revenue forecast to rising demand for compute power and token processing across AI applications. The company said the AI revolution is still in its early stages, but its impact is already spreading across the broader semiconductor industry .
TSMC says it helped generate more than $350 billion in chip revenue last year
The foundry giant said it created more than US$350 billion in semiconductor revenue for chip companies in 2025, mostly benefiting firms based in the United States. That contribution underlines TSMC’s central role in the global chip supply chain and its leverage over corporate AI infrastructure spending .
Global semiconductor revenue projected to surpass $1 trillion this year
TSMC’s forecast implies the chip market is crossing a major milestone in 2026 before accelerating further over the rest of the decade. The company’s projections point to continued corporate investment in AI servers, networking, and advanced processors .
AI and HPC expected to drive more than half of chip revenues by 2030
According to TSMC’s estimates, AI and high-performance computing will represent about 55% of global semiconductor revenue in 2030. That would make these segments the dominant force shaping corporate demand for wafers, packaging, and advanced manufacturing capacity .
Managed trade and tariffs remain a major corporate risk for multinationals
Global companies continue to watch trade policy closely as tariff rates and export controls reshape supply-chain planning. A recent geopolitical discussion highlighted how U.S.-China commercial leverage, tariffs, and controls could affect sectors from agriculture to technology .
U.S.-China tensions continue to influence corporate strategy
Corporate executives are still navigating the economic effects of Washington-Beijing competition, especially in tech and commodities. Export restrictions and market access issues remain central to business decisions for multinational firms exposed to both economies .
Commodities and agriculture remain tied to corporate diplomacy
A discussion of a potential U.S.-China summit underscored how soybeans and other agricultural exports can become bargaining chips in trade negotiations. That dynamic matters for agribusinesses and logistics firms that depend on predictable bilateral trade flows .
Market watchers focus on AI infrastructure spending across the supply chain
The latest corporate theme is not just AI software, but the entire infrastructure stack supporting it: chips, foundries, networking, and power management. TSMC’s outlook suggests that capital spending by cloud and semiconductor firms may stay elevated as AI inference demand expands .