A growing body of forecasts from AMD, Nvidia, Broadcom, and major research firms now points toward a semiconductor market that passes the trillion-dollar threshold before the decade closes, driven by an AI infrastructure buildout several times larger than any previous expansion in the industry’s history.
New data-analytics-id=”inline-link” href=”https://creativestrategies.com/research/the-semiconductor-giga-cycle/” target=”_blank” data-url=”https://creativestrategies.com/research/the-semiconductor-giga-cycle/” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none” data-mrf-recirculation=”inline-link”> analysis from Creative Strategies is calling this shift a “giga cycle,” arguing that the unprecedented scale of AI demand is restructuring the economics of compute, memory, networking, and storage…
