Market Insights for April 1 - Flipbook - Page 2
Market updates
Global Semiconductor Sales Surge 17.1% Year-on-Year in February 2025
Global semiconductor sales reached $54.9 billion in February 2025, marking a 17.1% increase from the same
month last year and setting a new record for February sales, despite a 2.9% dip from January. This growth
was fuelled by robust demand in the Americas, where sales jumped nearly 50% year-over-year, continuing a
10-month streak of double-digit annual growth.
Semiconductor Market Poised for Strong Growth Through 2030
The global semiconductor back-end equipment market is projected to grow at a CAGR of 6.89%, reaching
$157.693 billion by 2030, driven by rising demand for compact electronic devices and advanced IC designs,
stated in Robert Quinn’s report. In February 2025, global semiconductor sales hit $54.9 billion, marking a 17.1%
year-over-year increase, with the Americas leading at 48.4% growth.
Semiconductor Industry Reshapes with Strategic Moves and Market Realignments
Global semiconductor leaders are realigning to sharpen focus and strengthen supply chains. Bosch expanded
its chip distribution deal with Arrow Electronics across EMEA to support smart automotive solutions. Intel
is restructuring—selling a majority stake in Altera to Silver Lake for $4.46B and shifting 2nm production to
TSMC while cutting 20% of its workforce. Nvidia is investing in U.S.-based AI chip production through alliances
with major Asian partners, while Marvell offloads its Automotive Ethernet business to Infineon for $2.5B.
STMicro reported Q1 revenue declines but expects recovery in Q2, and Samsung plans to exit DDR4 production
by 2025 to concentrate on DDR5 and HBM chips amid shifting market demand.
Market Growth and Financial Outlook
As of April 2025, the global semiconductor industry is experiencing robust growth, driven by advancements in
artificial intelligence (AI), high-performance computing (HPC), and increased demand across various sectors.
According to Deloitte US research, the semiconductor market is projected to reach approximately $697 billion
in 2025, marking a significant increase from $627 billion in 2024. This growth trajectory keeps the industry on
track to achieve $1 trillion in sales by 2030.
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