# Artificial intelligence is on course to displace smartphones as the primary growth driver for the global semiconductor industry.

*semiconductor · news · 2026-05-14 · Republic World*

## Key points

- AI and high-performance computing will account for 55% of the semiconductor market by 2030.
- TSMC forecasts global chip output reaching $1.5 trillion and foundry revenue hitting $500 billion by 2030.
- Nearly all AI accelerators are now produced using the fabless-foundry model, accelerating innovation cycles.
- Smartphones will become personal AI assistants, expanding AI-driven demand into various edge devices.
- Taiwan's AI supply chain is now considered the world's strongest and hardest to replicate.

**Companies:** Taiwan Semiconductor Manufacturing Co., Quanta Computer
**Countries:** Taiwan

[Read the full story on Republic World](https://www.republicworld.com/tech/ai-to-overtake-smartphones-as-semiconductor-growth-engine-global-chip-output-to-hit-15-trillion-by-2030-2026-05-14-124237)

---

Canonical: https://newsio.io/n/2039d983-b435-4320-85e4-92f4a3df224e/artificial-intelligence-is-on-course-to-displace-smartphones-as-the-primary-grow
Summarized by Newsio from Republic World. https://newsio.io/how-it-works