Q4 2025 Quarterly Market Insights - Flipbook - Page 4
Regional Performance Analysis
Asia-Pacific
North America
Asia-Pacific continues to dominate semiconductor
manufacturing and revenue share, accounting for the
largest portion of global semiconductor production
and capacity. Taiwan, South Korea, China, and
Japan remain the core hubs, with Taiwan especially
dominant in advanced foundry capacity and South
Korea leading in memory fabrication according to a
report from Modor Intelligence.
North America witnessed outsized growth in
semiconductor sales and investment throughout
2025. The region benefits from strong demand
for compute-centric chips and sizeable public
funding initiatives under the CHIPS and Science Act,
stimulating domestic manufacturing expansion and
advanced R&D.
Notable developments
Key highlights
China: Despite export control headwinds,
China has invested heavily in mature and
emerging semiconductor capabilities, including
upgrades to chip production systems to bolster
domestic output.
New Fab Activity: Several new fabrication
facilities are slated to begin construction
regionally, including significant projects in
Taiwan and Southeast Asia, indicating ongoing
capacity expansion.
ASEAN Semiconductor Growth: The ASEAN
region is emerging as a diversification node in
global supply chains, with rising foundry and
packaging investments.
4
•
New capacity, including advanced-node fabs
below 7 nm, is being prioritised in the U.S. to
reduce reliance on external supply chains and
catalyse innovation.
•
Record semiconductor equipment orders,
driven by AI adoption, underscore mounting
capital expenditure on wafer fab tools and
lithography segments.
Europe
Europe’s semiconductor industry experienced uneven
growth compared to Asia and North America, with
particular emphasis on automotive and industrial
applications. The European Chips Act has accelerated
domestic production initiatives, particularly in
automotive and mature node segments, yet overall
growth rates in Q4 remained moderate.
