BofA Predicts Global Chip Market to Near Double by 2030, Highlighting Semiconductor ETFs
Yahoo Finance ·
Amid escalating discussions regarding artificial intelligence safety and calls for a measured developmental pace, Bank of America forecasts that the worldwide semiconductor market will expand nearly twofold by the end of the decade. According to BofA, the sector is projected to surge from $1.7 trillion in 2026 to $3.2 trillion by 2030, propelled by robust demand for AI infrastructure, memory, and data centers. The Philadelphia Semiconductor Index recently rose 3.14% on Thursday, maintaining strong year-over-year gains of 91.19%. Memory sales are anticipated to climb from $937 billion to $1.8 trillion, while wafer-fabrication equipment spending is expected to more than double to $359.8 billion by 2030. Although potential slowdowns in hyperscaler spending pose risks, solid customer agreements through 2027 support continued sector momentum. Investors can utilize semiconductor ETFs to navigate volatility while capturing long-term growth.
AI 시장 분석
Bank of America projects the global semiconductor market size to nearly double from $1.7 trillion in 2026 to $3.2 trillion in 2030. Despite concerns over a slowdown in AI infrastructure investment, demand for memory and data centers remains robust. Investors can manage volatility and benefit from growth through semiconductor ETFs such as SOX.
상승 영향
- Semiconductors — The global semiconductor market is projected to grow to $3.2 trillion by 2030, with strong orders and contracts secured through 2027, directly translating to revenue growth.
하락 영향
- Stock Market — Concerns over slowing AI investments by hyperscalers and calls for pace adjustment by tech leaders could increase overall volatility and downward pressure on AI infrastructure-related stocks.
DYAX 전담 분석
According to Bank of America's outlook, computing and memory supply contracts are mostly secured through 2027, providing strong earnings visibility. Memory revenue is projected to surge from $937 billion in 2026 to $1.8 trillion in 2030, with semiconductor equipment spending also more than doubling.
In the bullish scenario, continuous AI infrastructure demand will sustain the stock rally of related companies, while in the bearish scenario, short-term volatility could expand if the risk of reduced hyperscaler investments materializes. Key indicators to watch are major big tech capital expenditure (CapEx) plans and semiconductor price trends.
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