MarketPulse

foundry market

4 articles
The Motley FoolThe Motley Fool··Will Healy

AI Inference Market Set to Explode to $255B: Why $ASML Is the Ultimate Winner

ASML's EUV lithography monopoly positions it as the essential infrastructure supplier for the $255 billion AI inference market by 2030, offering recurring revenue and unmatched competitive moat.
TSMASMLAI inference marketsemiconductor manufacturing
The Motley FoolThe Motley Fool··James Hires

Prediction Markets Boom, But $TSM Offers Better AI Chip Play

Prediction markets gain traction, yet private platforms limit access. $TSM dominates semiconductor foundry market, positioning it as superior AI trend investment vehicle.
NVDADKNGTSMQCOMIBKR+1AI chipsprediction markets
The Motley FoolThe Motley Fool··James Hires

Data Center Capex Boom Reaches $650B as AI Demand Accelerates

Global data center spending hits $650B in 2024, up 32% YoY, driven by AI infrastructure demand. TSMC poised to benefit with dominant 72% foundry market share.
NVDAAMDAAPLTSMAVGO+3data center spendingsemiconductors
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC Leverages AI Dominance to Drive Growth as Foundry Market Consolidates

TSMC controls 99% of advanced AI chip foundry market, achieving 36% revenue growth in 2025 with valuations suggesting upside potential as AI infrastructure demand accelerates.
NVDAGOOGGOOGLTSMAI chipsearnings growth