#McKinsey

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Four analyst reports fanned out on a bright table, each with a different circled total, a fifth blank sheet in the centre caught being filled in with a bracketed range rather than a single figure

AI Hardware & Semiconductors

PwC Says $1T. IDC Says $1.75T. McKinsey Says $1.6T. TSMC Says $1.5T. Here's Why the 2030 Forecasts All Disagree.

Four major forecasters, four different 2030 semiconductor-market numbers, none of them wrong. A methodology-first look at why "the" 2030 forecast doesn't exist, and how to actually use the spread.

By Brecht Corbeel · August 10, 2026 · 4 min read

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