---
title: "Daiwa: The momentum of AI development will drive stronger demand for chips by 2025"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/218053736.md"
description: "Daiwa analysts pointed out that the strong development of artificial intelligence will drive the growth of chip demand by 2025, especially with the introduction of AI-driven smartphones and personal computers, which will further support this trend. It is expected that the global AI high-performance computing market revenue will double to $120 billion in 2023 and exceed $200 billion in 2026. Analysts believe that spending is a necessary condition for building ecosystems, and many industries, including large enterprises and software companies, are investing in this trend"
datetime: "2024-10-28T09:04:50.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/218053736.md)
  - [en](https://longbridge.com/en/news/218053736.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/218053736.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/218053736.md) | [繁體中文](https://longbridge.com/zh-HK/news/218053736.md)


# Daiwa: The momentum of AI development will drive stronger demand for chips by 2025

Daiwa analysts said that the continued strong momentum of artificial intelligence may further boost chip demand by 2025. These analysts added that the launch of AI-driven smartphones and personal computers may further support this momentum. Daiwa expects that the revenue of the global AI high-performance computing market will more than double this year, reaching $120 billion, and will exceed $200 billion by 2026. Daiwa analysts believe that the monetization trajectory is not an issue, as they consider spending necessary to "build ecosystems." They added that many other industries, including large enterprises and software companies, are also investing in this trend

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