{
    "success": true,
    "data": {
        "id": 1780522,
        "msgid": "driven-by-ai-boom-1-5-trillion-chip-industry-becomes-us-china-battleground-1780863682",
        "date": "2026-06-02 21:04:47",
        "title": "Driven by AI Boom, $1.5 Trillion Chip Industry Becomes US-China Battleground",
        "author": "Erdy Nasrul",
        "source": "REPUBLIKA",
        "tags": "",
        "topic": "Technology",
        "summary": "The global semiconductor market is projected to reach a record $1.51 trillion by 2026, driven by an unprecedented surge in demand for artificial intelligence infrastructure. This massive growth, particularly in memory chips, is significantly outpacing previous industry forecasts and intensifying global competition.",
        "content": "<p>Global demand for chips has reached such heights that supply can no\nlonger keep pace. Amidst the explosion of investment in artificial\nintelligence (AI), the global semiconductor market is projected to break\nrecords, reaching $1.51 trillion (approximately Rp24,000 trillion) by\n2026.<\/p>\n<p>\u201cChip demand continues to exceed supply,\u201d stated ASML, the world\u2019s\nlargest semiconductor equipment manufacturer and a primary supplier to\nglobal chip fabrication plants, on Tuesday (2\/6\/2026).<\/p>\n<p>The industry organisation World Semiconductor Trade Statistics (WSTS)\nestimates that the global semiconductor market will surge by 89.9 per\ncent in 202 \u0e216 compared to the previous year. This figure is\nsignificantly higher than the projections released last December, when\nthe market was only expected to reach $975 billion. The current\nprojection represents an increase of more than half a trillion\ndollars.<\/p>\n<p>The driver behind this drastic shift in global technology industry\nforecasts is a single sector attracting extraordinary levels of\ninvestment: AI. Technology companies are continuously building new data\ncentres, installing thousands of servers, and expanding computing\ncapacity to train and run generative AI models. This expansion is\noccurring much faster than previously anticipated.<\/p>\n<p>The impact is immediately visible in the demand for memory chips.\nWSTS predicts the memory chip market will jump approximately 3.5 times\nto $803.94 billion by 2026, a value that exceeds the total Gross\nDomestic Product (GDP) of several developed nations.<\/p>\n<p>These projections are more than just theoretical figures. ASML\nreported that its first-quarter 2026 net sales reached 8.8 billion euros\n(approximately $10.4 billion), a 13 per cent increase compared to the\nsame period last year. The company\u2019s net profit also surpassed 2.7\nbillion euros, a 17 per cent year-on-year surge. More importantly,\nASML\u2019s customers are sending very clear signals. \u201cOur customers are\naccelerating their capacity expansion plans for 2026 and beyond,\u201d said\nASML President and CEO Christophe Fouquet.<\/p>",
        "url": "https:\/\/jawawa.id\/newsitem\/driven-by-ai-boom-1-5-trillion-chip-industry-becomes-us-china-battleground-1780863682",
        "image": ""
    },
    "sponsor": "Okusi Associates",
    "sponsor_url": "https:\/\/okusiassociates.com"
}