Abstract
<jats:p>The global semiconductor market is undergoing a profound structural transformation driven by the accelerating proliferation of artificial intelligence technologies. As demand for high-performance computing components has surged, traditional patterns of market segmentation, competitive positioning, and value chain configuration have been fundamentally altered. Logic semiconductor products and advanced memory solutions, particularly those optimized for machine learning workloads, have emerged as dominant revenue drivers, displacing conventional enduse categories in the industry hierarchy. This transformation raises critical questions regarding the sustainability of existing competitive strategies, the implications of unprecedented market concentration in key segments such as AI accelerators and advanced contract manufacturing, and the broader consequences for global semiconductor value chains. The article examines the mechanisms through which artificial intelligence technologies reshape demand structures across major semiconductor product categories, analyzing the combined share of logic and memory products which grew from approximately fifty-one percent in 2023 to over sixty-six percent in 2025. The study provides a quantitative assessment of market concentration using the Herfindahl-Hirschman Index, revealing quasi-monopolistic levels in the AI accelerator segment exceeding eight thousand points and highly concentrated structures in contract manufacturing exceeding four thousand six hundred points. The research investigates the relationship between AI-driven demand shifts and market capitalization dynamics, documenting a one hundred eighty-one percent increase in the combined valuation of the ten largest semiconductor companies over two years. Furthermore, the article proposes a forecast model for the semiconductor demand structure through 2030, projecting that AI-related components will constitute forty to fifty percent of total market volume by the end of the decade. The study draws upon verified data from the Semiconductor Industry Association, Deloitte, IDC, Yole Group, KPMG, and corporate financial disclosures filed with the United States Securities and Exchange Commission to provide an evidence-based analysis of how artificial intelligence is redefining competitive dynamics in the global semiconductor industry.</jats:p>