Will the AI Boom Lead to a Rebound in Global Chip Demand?
According to the Semiconductor Industry Association (SIA), global chip sales rose for the first time in 15 months, indicating that demand is rebounding. Worldwide semiconductor revenue was $48 billion in November, up +2.9% from October and up +5.3% y/y. Also, Taiwan Semiconductor Manufacturing Co (TSM ), the world’s most valuable…