AI Fuels Chip Industry Growth to $1tn by 2030

Artificial intelligence will be the main driver for the tech industry's growth over the next decade, fueling automation across all industries and devices, and turning chips into a more than $1 trillion business by 2030. This was highlighted at Semicon Taiwan, one of the chip industry's most important trade events.

Artificial intelligence (AI) is poised to be the main growth driver for the tech industry over the next decade, according to experts and industry leaders. This was underscored at Semicon Taiwan, one of the chip industry's most important trade events, held in Taipei on September 10, 2025. The event drew over 600 participants from 28 countries, highlighting the global significance of AI in shaping the future of technology Lai pledges to support new AI tech development^[1].

The market for AI compute and networking is expected to reach $2 trillion by 2030, according to analysts at Melius. Both Nvidia and Broadcom are positioned to benefit from this growth, with Nvidia currently holding a significant market share in AI compute and networking, and Broadcom gaining traction with its custom AI chips Worried about Nvidia's stock? This analyst has a $2 trillion reason to remain calm.^[3]. This growth is driven by AI's potential to automate various industries and devices, transforming the way people live and work.

President William Lai of Taiwan emphasized the importance of AI in positioning Taiwan as a critical global innovation hub. He highlighted the government's efforts to support research and development (R&D) in AI, quantum computing, and robotics, aiming to anchor key technologies in Taiwan and help local firms expand their global presence Lai pledges to support new AI tech development^[1].

The Semicon Network Summit, co-hosted by the Industrial Technology Research Institute and trade group SEMI, focused on promoting high-level global dialogue, improving cooperation on AI chips, and expanding talent development. The summit underscored the need for international collaboration to build a more resilient semiconductor ecosystem Lai pledges to support new AI tech development^[1].

International leaders, including officials from Japan, the EU, and the UK, expressed concern about the potential disruptions to global supply chains posed by US-proposed tariffs on foreign-made semiconductors. They emphasized the importance of trusted international collaboration and the need for policies that enhance industry security and efficiency Lai pledges to support new AI tech development^[1].

As AI continues to drive innovation and growth in the tech industry, investors and financial professionals should closely monitor the developments in AI compute and networking. The $2 trillion market presents significant opportunities for companies like Nvidia and Broadcom, as well as for Taiwan's semiconductor industry, which is already a trusted global partner Worried about Nvidia's stock? This analyst has a $2 trillion reason to remain calm.^[3].

In conclusion, AI is set to be the main driver for the tech industry's growth over the next decade, transforming chips into a $1 trillion market by 2030. The Semicon Taiwan trade event highlighted the global significance of AI and the importance of international collaboration in building a resilient semiconductor ecosystem.