The Beauty of Taiwan

         AI chip demand predicted by BNP Paribas

         According to BNP estimates, AI chip demand may account for 40-45% of the CAPEX spend of large data center companies. This would suggest that in 2024 there may be a $100 billion revenue pool for AI chips — a figure that is expected to grow to $350-400 billion by 2030 (26% CAGR).