AI Chip Supply Chain 2025
TSMC concentration risk, HBM bottlenecks, U.S.–China export controls, and the race for CoWoS packaging capacity — read six key findings and two data tables free.
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AI Chip Supply Chain 2025
Strategic Supply Chain Analysis · 10 Sections · 2025 Baseline
Executive Summary
Sectorly estimates the AI chip economy reached a normalized $139B in 2024 and expanded to roughly $205B in 2025, driven by hyperscaler capex, Blackwell-class accelerator ramps, HBM tightness, and AI-cluster networking demand.
The market is structurally bullish but tactically fragile: value capture is concentrated in NVIDIA, TSMC, ASML, and HBM suppliers, while export controls, packaging bottlenecks, and power constraints define the real risk surface...
Market Sizing Summary (2024–2029E)
| Segment | 2025E | 2027E | 2029E | CAGR |
|---|---|---|---|---|
| Accelerators | $129B | $181B | $259B | 19.0% |
| HBM | $36B | $49B | $72B | 18.9% |
| AI Networking | $24B | $35B | $49B | 19.5% |
| Broad AI Chip TAM | $205B | $292B | $438B | 20.9% |
Competitive Landscape — Accelerator Value Share (2025E)
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