智通财经网·2025-09-17 00:01Core Viewpoint - The semiconductor sector is experiencing a prolonged bull market driven by AI-related investments, with significant gains in stock prices for key players like TSMC and Micron, indicating a strong future outlook for the industry [1][6][9]. Semiconductor Market Performance - The Philadelphia Semiconductor Index has achieved its longest consecutive gain since 2017, rising 8.7% over nine trading days and 22% year-to-date, outperforming the Nasdaq 100 index [2][7]. - Notable individual stock performances include TSMC reaching a historical high, Micron's stock increasing by 35% since September, and other companies like AMD and Intel also showing positive trends [4][5]. AI-Driven Growth - The ongoing AI investment wave is expected to sustain the semiconductor bull market, with companies making long-term orders for AI infrastructure, indicating a robust demand for semiconductors [6][8]. - High-profile earnings reports from companies like Oracle and Broadcom have reinforced the positive sentiment in the AI-related semiconductor market [8]. Future Projections - Goldman Sachs forecasts a continued structural bull market in semiconductors driven by AI, with significant revenue growth expected from AI-related segments [9]. - The World Semiconductor Trade Statistics (WSTS) predicts a global semiconductor market growth of 11.2% in 2025, reaching $700.9 billion, primarily fueled by strong demand in GPU and HBM sectors [14][15].