On May 14, materials released by TSMC ahead of a technical seminar indicated that the global semiconductor market is expected to exceed $1.5 trillion by 2030, up from the previous forecast of $1 trillion. Among this, the AI and high-performance computing sectors are projected to account for 55% of the market, smartphones 20%, and automotive applications 10%. TSMC is accelerating capacity expansion for 2025 and 2026, with plans to build nine new wafer fabs and advanced packaging facilities by 2026.
