[Institution: Global Semiconductor Output Estimated to Exceed $2 Trillion by 2030] According to a report by Jinse Finance, on September 1, SEMI's Senior Director of Industry Research, Zeng Ruiyu, announced an upward revision of semiconductor growth forecasts. He stated that the market had previously expected global semiconductor output to reach $1 trillion by 2030, but AI has completely rewritten the industry's growth trajectory. This year, the market size is expected to surpass $1.5 trillion, and it is estimated that by 2030, it will definitely exceed $2 trillion. Moreover, strong demand is spreading from chips to upstream equipment, testing, advanced packaging, and materials markets.
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