Entering the second half of 2025, the global semiconductor industry continues to show high growth momentum. Driven by the application demand of artificial intelligence (AI), high-performance computing (HPC), automotive electronics and advanced communications, the industry boom has obviously returned to Gwen. Many market research institutions pointed out that the global semiconductor market scale in 2025 is expected to achieve double-digit growth compared with last year, indicating that the long-term structural demand is still stable.
From the manufacturing side, advanced processes and advanced packaging remain the main investment priorities. Wafer foundry leaders continue to promote the production schedule of processes below 3 nanometers, while increasing capital expenditure on high-end packaging technologies such as CoWoS and chiplet to meet the stringent requirements of AI chips for performance and power consumption. The equipment market is also heating up, extreme ultraviolet light (EUV) and key process equipment orders significantly increased visibility, reflecting the fab expansion plan is gradually landing.
In the memory sector, thanks to the recovery in demand for AI servers and data centers, the supply and demand structure of the DRAM and NAND markets continued to improve, and price trends stabilized, driving the operating performance of related manufacturers to pick up. In terms of logic chips, the demand for AI accelerators and custom chips (ASICs) is growing rapidly, further pushing up the rate of advanced process growth.
Regional layout, the global supply chain restructuring is still in progress. Taiwan and South Korea continue to play a central role in high-level manufacturing, while the United States, Japan and Europe strengthen their local manufacturing capabilities through policy subsidies, and emerging markets such as India are gradually cutting into packaging and assembly to enhance supply chain diversity and resilience.
On the whole, the semiconductor industry is entering a new growth stage with technology upgrading and application expansion as the main axis. Although geopolitical and cost pressures are still potential variables, the medium-and long-term development prospects of the industry are still generally optimistic, supported by the long-term trend of AI and digital transformation.
