To The Moon

Current Market Trends and Analyst Expectations for the Semiconductor Industry 1. Overall Semiconductor Industry Outlook The chip industry is experiencing a rally, with a projected market size exceeding $2 trillion by 2032, driven by Artificial Intelligence (AI) and its associated infrastructure buildout. Global sales are anticipated to jump by 30% year-over-year, pushing the industry past the $1 trillion annual revenue mark in 2026, also fueled by an Al-led capital spending boom. Chipmakers are expected to end 2025 higher due to sustained investments in Al. 2. Foundry Sector Trends (e.g., TSMC, ASML, Tokyo Electron, Lam Research) Al-Driven Demand for Advanced Chips: The global surge in Al development significantly impacts customer demand for advanced semiconductor chips. Companies like TSM

$TSM 20260116 325.0 CALL$ v

CES 2026 New Chips Make a Splash! How Will the Big Leap Reshape the Manufacturing Ecosystem? The chip layouts of companies like NVIDIA and AMD at the CES conference, along with TSMC's tight 2nm production capacity, have widely benefited chip equipment manufacturers from $Applied Materials(AMAT)$   to $Tokyo Electron (8035.JP)$ .  $Taiwan Semiconductor Manufacturing(TSM)$   , the largest customer of equipment manufacturers, provided guidance on October 16, 2025, for its 2025 capital expenditure at $40-42 billion, up from the previous range of $38-42 billion, raising the lower limit by $2 billion. TSMC has not yet provided

$Taiwan Semiconductor Manufacturing(TSM)$  

Current Market Trends and Analyst Expectations for the Semiconductor Industry 1. Overall Semiconductor Industry Outlook The chip industry is experiencing a rally, with a projected market size exceeding $2 trillion by 2032, driven by Artificial Intelligence (AI) and its associated infrastructure buildout. Global sales are anticipated to jump by 30% year-over-year, pushing the industry past the $1 trillion annual revenue mark in 2026, also fueled by an Al-led capital spending boom. Chipmakers are expected to end 2025 higher due to sustained investments in Al. 2. Foundry Sector Trends (e.g., TSMC, ASML, Tokyo Electron, Lam Research) Al-Driven Demand for Advanced Chips: The global surge in Al development significantly impacts customer demand for advanced semiconductor chips. Companies like TSM

CES 2026 New Chips Make a Splash! How Will the Big Leap Reshape the Manufacturing Ecosystem? The chip layouts of companies like NVIDIA and AMD at the CES conference, along with TSMC's tight 2nm production capacity, have widely benefited chip equipment manufacturers from $Applied Materials(AMAT)$   to $Tokyo Electron (8035.JP)$ .  $Taiwan Semiconductor Manufacturing(TSM)$   , the largest customer of equipment manufacturers, provided guidance on October 16, 2025, for its 2025 capital expenditure at $40-42 billion, up from the previous range of $38-42 billion, raising the lower limit by $2 billion. TSMC has not yet provided

$TSM 20260116 325.0 CALL$ v

$Taiwan Semiconductor Manufacturing(TSM)$