Morgan Stanley: Global semiconductor industry market size may reach $1.5 trillion by 2030, with artificial intelligence-related semiconductor products dominating.

Morgan Stanley recently pointed out in a research report that by 2030, the global semiconductor industry market size could reach $1.5 trillion, with artificial intelligence-related semiconductor products contributing half of it. The capital expenditure of major cloud service providers remains strong. Morgan Stanley's Cloud Capital Expenditure Tracker estimates that by 2026, cloud capital expenditure will be close to $811 billion. The study believes that agent-based artificial intelligence generates continuously growing CPU application opportunities. As AI shifts from inference to execution, GPU computing intensity increases. The agency has raised the total market size of the benchmark CPU market to $79 billion, and the market value forecast of CPU orchestration technology will reach $238 billion.