NuAxiSemiconductor trade intelligence
Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk
What happened
IBS CEO Handel Jones predicts global AI and data center capex surged from $110B in 2020 to $600B in 2026, signaling strong semiconductor demand.
Impact and signal
Medium impactImpact score: 30/100
Affected components and suppliers
International Business Strategies
demandcapexai-chips
Source and time
Source: DigiTimes Asia · 3/28/2026 · View original source
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