Global Artificial Intelligence Transformation

2025-12-26

According to authoritative media reports, semiconductor revenue is projected to double from 2024 to 2030, surpassing $1 trillion. This growth is driven by the global AI transformation, which is building infrastructure and consumer devices for GenAI, Agentic AI, and Physical AI applications. Much of AI's value lies in semiconductors, serving hyperscalers, secondary cloud computing companies, and enterprises racing to construct AI infrastructure. From GPUs and accelerators to memory (HBM, DDR) and optical interconnects, chips are the backbone of the AI economy, powering everything from cloud platforms, models, and frameworks to applications. As a global leader in semiconductor auxiliary materials, DOHONE closely follows industry developments to provide high-quality products and services for AI chip manufacturers.

 

Currently, the global semiconductor industry is experiencing a historic growth opportunity driven by artificial intelligence (AI). Authoritative media predictions strongly support this trend—semiconductor revenue is expected to double between 2024 and 2030, ultimately surpassing the $1 trillion mark. This leap is primarily fueled by the rapid global AI transformation: from the content creation revolution of Generative AI (GenAI), the autonomous decision-making breakthroughs of Agentic AI, to the deep integration of Physical AI in industrial, medical, and other real-world fields. Each technological innovation accelerates the development of new AI infrastructure and consumer device ecosystems, all of which rely on the foundational support of semiconductor chips.

 

The value realization of AI is inherently tied to the development of the semiconductor industry. Within the AI ecosystem, whether it's hyperscale tech companies building comprehensive AI computing networks, secondary cloud computing firms capturing vertical AI service markets, or numerous innovative enterprises rushing to establish AI infrastructure, the core demand focuses on high-performance and highly reliable semiconductor chips. From GPUs and dedicated accelerators that handle massive data, to HBM (high-bandwidth memory) and DDR (double data rate memory) that ensure high-speed data transmission and storage, to optical interconnect technologies that enable efficient chip-to-chip connections, semiconductor chips have become the "core pillar" of the AI economy—they not only provide the hardware foundation for cloud platform computing power scheduling but also support AI model training and iteration, as well as the deployment and proliferation of AI applications, permeating every critical link of the AI industry ecosystem.

 

Metal Wafer Cassette Metal Wafer Cassette

 

Amid this industry trend, DOHONE, as a leading global supplier of semiconductor auxiliary materials, consistently follows technological advancements with keen industry insight and deeply integrates its business with the development needs of the AI semiconductor industry. Addressing the demands for higher precision, better stability, and stricter cleanliness in auxiliary materials during AI chip manufacturing, DOHONE continuously optimizes its core product lines: its wafer cassette products, through upgraded material processes and structural design, effectively protect AI chip wafers from contamination and physical damage during transportation and storage, ensuring high-quality conditions; the Wafer Frame, with precise dimensional control and excellent temperature resistance, adapts to the complex process environments in AI chip manufacturing, providing stable support for wafer dicing, packaging, and other steps.

 

Simultaneously, DOHONE has upgraded its end-to-end service system to meet the personalized needs of AI chip manufacturers: on one hand, it has formed a professional R&D team to maintain close communication with AI chip makers, developing customized auxiliary material solutions based on their process evolution needs; on the other hand, leveraging a global supply chain and service network, it ensures rapid delivery and responsive after-sales support for auxiliary materials, helping AI chip manufacturers enhance production efficiency and reduce operational costs. From the R&D and trial production to mass production of AI chips, DOHONE supports the innovative development of the AI semiconductor industry with high-quality products and services, becoming a trusted partner for AI chip manufacturers.

 

In the future, as AI technology penetrates deeper and broader fields, the growth potential of the semiconductor industry will further expand. DOHONE will continue to focus on technological innovation and service upgrades, constantly pushing the performance boundaries of auxiliary materials, and providing superior products and solutions for global AI chip manufacturers. With its professional expertise, DOHONE aims to support the AI semiconductor industry in reaching new heights and inject more momentum into the global AI economy.

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