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The Economic Times

Economy / The Economic Times

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AI-led demand to drive sharp surge in semiconductor revenues: Goldman Sachs

Artificial intelligence is driving massive investment in semiconductors. Revenues are projected for substantial growth by 2026. This surge is due to increased demand for AI hardware and infrastructure. AI-related capital expenditure is also accelerating. Global trade data shows continued strong shipments from Taiwan. While overall AI adoption is moderate, infrastructure-heavy sectors are seeing major gains.

5 Apr 2026 3:18 pm