US Integrated Circuits Market Projected to Hit $330 Billion by 2035 Driven by AI and Reshoring
Yahoo Finance ·
According to a recent report by Research and Markets, the United States integrated circuits market was valued at USD 172 billion in 2025 and is projected to expand to USD 330 billion by 2035, achieving a compound annual growth rate of 8.5%. The expansion is heavily fueled by surging requirements for artificial intelligence accelerators, high-performance computing, and resilient domestic manufacturing. Industry giants such as Nvidia, Qualcomm, AMD, Broadcom, Apple, and Intel continue to lead global innovation across data centers, mobile devices, and custom silicon. AI and high-performance computing components stand out as the fastest-growing category, tracking an annual growth rate of approximately 25%. Furthermore, federal backing through the CHIPS and Science Act, featuring USD 52.7 billion in funding, is accelerating massive fabrication investments exceeding USD 100 billion by leaders like TSMC, Intel, Samsung, and Micron across states including Arizona, Ohio, Texas, Idaho, and New York. By product segment, logic circuits comprise about 40% of market value, followed by memory at 30% and analog at 15%.
AI 시장 분석
The US integrated circuit market is projected to grow at a CAGR of 8.5%, from $172 billion in 2025 to $330 billion in 2035. Surging demand for AI accelerators and domestic manufacturing recovery driven by the CHIPS Act are leading the market expansion. Investors should focus on the long-term benefits for companies related to AI infrastructure and advanced semiconductor supply chains.
상승 영향
- Semiconductors — The US integrated circuit market is expected to grow to $330 billion by 2035 driven by increased demand for AI accelerators and high-performance computing, with direct revenue expansion expected for NVDA, AMD, INTC, and others.
- AI — Expansion of investments in AI infrastructure and data centers is recording high growth of about 25% annually, strongly driving demand for related semiconductors and advanced logic chips.
DYAX 전담 분석
Demand for AI accelerators and high-performance computing is growing at approximately 25% annually, acting as a core driver of the US semiconductor market, with earnings expansion expected for NVDA, INTC, AMD, and others. Federal funding of $52.7 billion through the CHIPS Act and over $10 billion in private investment will strengthen the domestic supply chain, directly driving revenue and profit growth for related companies.
The bullish scenario involves a surge in profits for related semiconductor companies driven by sustained AI infrastructure investment and rising domestic fab utilization rates, while the bearish scenario is a slowdown in demand due to overinvestment in the supply chain or macroeconomic deterioration. Key monitoring indicators are AI accelerator shipments, data center Capex, and the execution performance of semiconductor facility investments in the US.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
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