TSMC $1.5 Trillion Chip Market by 2030: What It Means for AI Infrastructure Investors

By Carter James | Oplexa Insights May 2026 | 18 Min Read On May 14, 2026, TSMC raised its long-term semiconductor market forecast by 50% in a single announcement. The

TSMC AI Investment: The $7 Trillion Bet Nobody Talks About

By Carter James | Oplexa Insights Mar 2026 | 18 Min Read Everyone is watching NVIDIA. Everyone is debating Broadcom. Everyone is tracking custom ASICs. But almost nobody is talking

How Big Are Semiconductor Manufacturing Trends by 2035?

The semiconductor manufacturing trends are on track to surpass the industry at $1.27 trillion by 2035, fueled by surging demand in AI, automotive, edge computing, and quantum applications. As we