---
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.

### Related Stocks

- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)
- [DGXX.US](https://longbridge.com/en/quote/DGXX.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [BTCHKD.VAHK](https://longbridge.com/en/quote/BTCHKD.VAHK.md)
- [BTCUSD.VAHK](https://longbridge.com/en/quote/BTCUSD.VAHK.md)

## Related News & Research

- [Two Creeks Capital Boosts Taiwan Semiconductor Stake by 86K](https://longbridge.com/en/news/286659331.md)
- [Commerzbank Aktiengesellschaft FI Decreases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM](https://longbridge.com/en/news/286666000.md)
- [Hotchkis & Wiley trims Taiwan Semiconductor stake by 4,070 shares](https://longbridge.com/en/news/286659881.md)
- [Weitz Investment Management boosts TSMC stake with 20,000 shares](https://longbridge.com/en/news/286630768.md)
- [How High Can Applied Materials Stock (AMAT) Rise? One Analyst Sees Another 33% Upside](https://longbridge.com/en/news/286632079.md)