Global Semiconductor 2026-2027 Outlook: AI Drives Full-Value-Chain Growth
Summary A report from Manulife Investment Management (Canada) indicates that AI is driving structural growth in the global semiconductor industry, with momentum expected to continue through 2026-2027. Investment opportunities are spreading across the entire value chain, including CPUs, power semiconductors, and communication connections. This article analyzes the industry's growth logic, emerging opportunities, and potential risks.
A report from Manulife Investment Management (Canada) indicates that AI is driving structural growth in the global semiconductor industry, with momentum expected to continue through 2026-2027. Investment opportunities are spreading across the entire value chain, including CPUs, power semiconductors, and communication connections. This article analyzes the industry's growth logic, emerging opportunities, and potential risks.