August 29, 2025 /SemiMedia/ — Global semiconductor revenue is expected to surpass $1 trillion by 2030, nearly doubling from 2024 levels, driven by the rapid rise of Agentic AI and Physical AI, according to Counterpoint Research.
The firm said the shift from text-based applications to multimodal generative AI that integrates text, images, audio and video is fueling demand for advanced AI servers and infrastructure. This expansion is boosting consumption of GPUs, accelerators, high-bandwidth memory (HBM) and optical interconnect chips.
Agentic AI is expected to accelerate token generation for complex applications such as conversational AI, semantic search and multimedia content creation. Meanwhile, Physical AI is enabling the growth of humanoid robots, industrial automation and autonomous vehicles, opening new opportunities for semiconductor makers.
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