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12 March 2025 

Trends shaping the semiconductor industry in 2025

We expect growth of 9.5% in the global semiconductor market this year, but some areas of the sector will be flat. Jan Frederik Slijkerman, Senior Sector Strategist of TMT, looks at what's in store for the industry in 2025

Trends shaping the semiconductor industry in 2025

In this bundle

Expect robust semiconductor demand in 2025, but not in all segments
TMT

Expect robust semiconductor demand in 2025, but not in all segments


We anticipate growth of 9.5% in the semiconductor market this year


Jan Frederik Slijkerman

TSMC pledges $100bn in US investment as governments push for semiconductor influence
TMT

TSMC pledges $100bn in US investment as governments push for semiconductor influence


Taiwanese chip giant TSMC's recent announcement of a US$100bn investment is a win for the Trump administration


Jan Frederik Slijkerman

Three semiconductor innovations to watch in 2025
TMT

Three semiconductor innovations to watch in 2025


The three major advancements we anticipate will make headlines in the semiconductor industry


Jan Frederik Slijkerman

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Semiconductors

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In this bundle
Trends shaping the semiconductor industry in 2025 Expect robust semiconductor demand in 2025, but not in all segments TSMC pledges $100bn in US investment as governments push for semiconductor influence Three semiconductor innovations to watch in 2025

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