---
title: "Semiconductor leaders boost AI focus amid record growth forecasts"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286646440.md"
description: "TSMC forecasts the semiconductor market will reach $1.5T by 2030, with AI and HPC driving 55% of demand. Applied Materials has raised its 2026 semiconductor equipment growth forecast to over 30% as cleanroom constraints ease. Digi Power X is pivoting from Bitcoin mining to AI infrastructure, utilizing power assets for quick deployment."
datetime: "2026-05-16T13:25:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286646440.md)
  - [en](https://longbridge.com/en/news/286646440.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286646440.md)
---

# Semiconductor leaders boost AI focus amid record growth forecasts

AI at the core: TSMC projects the semiconductor market to hit $1.5T by 2030, with AI and HPC driving 55% of demand. Record outlooks: Applied Materials raised its 2026 semiconductor equipment growth forecast above 30% as cleanroom constraints ease. Strategic pivots: Digi Power X shifts from Bitcoin mining to AI infrastructure, leveraging power assets for rapid deployment.

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