Hardware2 hOctober 14, 2026, 12:11

Future Horizons: Chip Market Growth Outpaces Past Cycle Peaks

Future Horizons' October report shows triple-digit annualised growth in the chip market, more than double the previous records of 2000 and 2010. The boom is driven by hyper-niche AI infrastructure demand and rising prices rather than unit shipments.

Electronics Weekly

Open source

Chip market growth is more than double the 2000 and 2010 peaks
Growth is driven by AI chip prices, not unit demand
Boom is concentrated in AI infrastructure, not end products
Previous cycles were broadly based on mass chip demand

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Future Horizons: 90% of chip growth comes from prices, not demand

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