Market Chatter: TSMC's AI, HPC to Account for 55% of Total Output by 2030

MT Newswires Live05-15

Taiwan Semiconductor Manufacturing or TSMC's (TPE:2330) artificial intelligence and high-performance computing (HPC) will become the dominant force in the global semiconductor industry, accounting for about 55% of total output value by 2030, CNA reported, citing executive Chang Hsiao-chiang.

While addressing company's Taiwan Technology Forum in Hsinchu, Taiwan, he estimated the overall semiconductor market will reach $1.5 trillion by the end of the decade. He added that the wafer foundry model has become central to enabling AI accelerators through close integration with chip designers, the report said.

Chang also highlighted emerging technologies such as photonic engines, advanced packaging, and AI-enabled devices as part of the next phase of industry growth, CNA said.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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