By Lisa Wang / Staff reporter, in HSINCHU CITY
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the world’s largest foundry service provider, yesterday said that global semiconductor revenue is projected to hit US$1.5 trillion in 2030, after the figure exceeds US$1 trillion this year, as artificial intelligence (AI) demand boosts consumption of token and compute power.“We are still at the beginning of the AI revolution, but we already see a significant impact across the whole semiconductor ecosystem,” TSMC deputy cochief operating officer Kevin Zhang (張曉強) said at the company’s annual technology symposium in Hsinchu City.“It is fair to say that in the past decade, smartphones and other mobile devices were the main driver for the growth of semiconductors, but ... AI will be the one to carry us into the next decade or far beyond,” Zhang said.
The Taiwan Semiconductor Manufacturing Co logo is pictured on one of its facilities in Hsinchu on Jan. 29.
In 2030, AI and high-performance computing applications are to contribute about 55 percent of global semiconductor revenue, estimated to be US$1.5 trillion, he said.That goes against the conventional idea that edge devices consume the most silicon, he said.
