Q4 2025 Quarterly Market Insights - Flipbook - Page 2
Global Semiconductor Market Insights
Executive Summary
The semiconductor industry closed 2025 on a
trajectory of sustained growth, underpinned by
robust demand across key technology sectors,
ongoing supply-chain realignment, and strategic
capital expenditure in fabrication capacity. Global
market expansion continues to be driven by
artificial intelligence (AI) computing, electrification
of transportation, advanced manufacturing
investments, and regional policy interventions
supporting technological sovereignty. According to
recent forecasts, the global semiconductor market
is projected to grow by approximately 15% in 2025,
extending solid momentum into Q4 and positioning
the industry for continued expansion into 2026
and beyond.
Global Market Overview
Global semiconductor sales remained strong in Q4
2025, reflecting broad-based end-market demand.
Growth was propelled by memory and logic
segments, buoyed by increased AI infrastructure
deployment and compute-intensive workloads.
Memory demand, particularly high-bandwidth
memory (HBM) for AI accelerators, continued to
surge, driving elevated DRAM and 3D NAND
sales in 2025.
Key macro trends include:
AI and HPC Demand: Cloud data centres and
AI workloads remain the principal growth
engines, pushing demand for advanced logic and
memory technologies.
Advanced Packaging & Heterogeneous
Integration: With transistor scaling limits
approaching, industry focus has shifted to 2.5D/3D
packaging and chiplet architectures to sustain
performance gains.
Memory Supply Realignment: A structural memory
supply shortage persists, a result of capacity
reallocation to high-value memory products for AI
infrastructure, leading to pricing power in DRAM and
NAND segments.
2
“GLOBAL SEMICONDUCTOR
MARKET IS PROJECTED TO
GROW BY APPROXIMATELY
15% IN 2025”
