<div id="readability-page-1">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.</div>

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<p>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.</p>

- TSMC estimates the semiconductor market will reach $1.5 trillion by 2030, driven largely by AI and HPC, which will account for 55% of the demand.  
- Applied Materials has increased its 2026 semiconductor equipment growth forecast to over 30% due to easing cleanroom constraints.  
- Digi Power X is transitioning from Bitcoin mining to AI infrastructure, utilizing its power assets for swift implementation.

Semiconductor leaders boost AI focus amid record growth forecasts