4 articles
Global chip sales reached a record $792B in 2025, driven by AI demand. U.S. market share hit its highest level since 2000, while China's share declined.
America's slice of the global chip market jumped from 21.9% in 2021 to 32.2% in 2025, fueled by explosive AI demand. The comeback marks a dramatic shift in tech infrastructure spending.
Goldman Sachs launches AI adoption tracker showing major semiconductor growth ahead, with spending expected to climb from $258B to $379B between 2025Q3 and 2026Q4.
An analysis of J.P. Morgan's latest semiconductor outlook showing that the AI-driven expansion is still in early stages and projected to continue through 2027, challenging fears of an impending bubble.
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Saad Ullah
Sergey Diakov
