[Morgan Stanley: Global Semiconductor Industry Market Size Could Reach $1.5 Trillion by 2030, AI-Related Semiconductor Products Account for Half] According to a report by Jinse Finance on May 25, Morgan Stanley recently stated in a research report that by 2030, the global semiconductor industry market size could reach $1.5 trillion, with AI-related semiconductor products contributing half of the share. The cloud capital expenditure of major cloud service providers remains strong. Morgan Stanley's cloud capital expenditure tracker estimates that by 2026, cloud capital expenditure will approach $811 billion. The research suggests that generative AI is creating growing opportunities for CPU applications. As AI shifts from inference to execution, GPU computational intensity increases accordingly. The institution has raised the total addressable market (TAM) for orchestrated CPUs in its baseline scenario to $79 billion, with the TAM for CPU orchestration technology projected to reach $238 billion.