Semiconductor Sector Outlook (2024-2030): Nvidia, ASML, TSMC Lead $527B AI Revolution

Nov 17, 2024

∙ Paid

Morningstar published a Semiconductor Industry Outlook report in September 2024 – projecting growth within the semiconductor sector from now thru 2030.

Credit to Morningstar Equity Research team (Compton et al.) for the in-depth analysis.

What are the major insights from Morningstar’s semiconductor report?

1. Market Structure and AI-Driven Growth