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Chip Forecast: $3.2 Trillion · Storyflo

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Chip Forecast: $3.2 Trillion

Meng Li · chippub

Sep 17, 2026 · 1 min listen · Last updated September 17, 2026

2 trillion by 2030, driven mainly by growth in memory chips and data-center demand, plus a stronger recovery in automotive and industrial markets. 7 trillion this year. Arya said that despite recent market volatility, he sees “no signs of a slowdown” in customer orders, long-term agreements, supply commitments, or chip pricing.

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Investors Weigh Potential Slowdown in AI Development as One Analyst Turns More Optimistic on the Years Ahead

Bank of America analyst Vivek Arya now expects the total addressable market for the semiconductor industry to reach $3.2 trillion by 2030, driven mainly by growth in memory chips and data-center demand, plus a stronger recovery in automotive and industrial markets. He forecasts the market will reach $1.7 trillion this year.

Arya said that despite recent market volatility, he sees “no signs of a slowdown” in customer orders, long-term agreements, supply commitments, or chip pricing. Some investors had worried that if Anthropic, OpenAI and other AI companies slowed large-language-model training, their need for hardware and infrastructure spending would decline.

In a note to clients, the BofA analyst said that for providers of compute, networking components and memory chips, next year “will still largely be a year of full order books and contracts,” and that supply in 2028 “will remain tight.”

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