Semiconductor Market
AI and Consumer Electronics Drive Top-10 Foundry Revenue to $45.1 Billion in 3Q25
The global foundry industry recorded revenue growth in the third quarter of 2025, driven by demand for AI applications in high-performance computing (HPC), new consumer electronics chips, and IC peripherals. Advanced processes at 7nm and below contributed primarily, supported by high-value wafers
4 min read
Semiconductor Revenue Exceeds $200 Billion in Q3 2025 Amid AI and Memory Demand
Research from Omdia indicates that the semiconductor market reached $216.3 billion in revenue during the third quarter of 2025, a 14.5% increase quarter-over-quarter. This represents the first time quarterly revenue has surpassed $200 billion, following an 8% quarter-over-quarter growth in the se
2 min read
Global Semiconductor Sales Surge 27.2% Year-over-Year in October 2025 – WSTS Autumn Forecast Now Sees $772B in 2025 and $975B in 2026
The Semiconductor Industry Association (SIA) and World Semiconductor Trade Statistics (WSTS) reported continued strong expansion of the global semiconductor market through October 2025, with both monthly sales and long-term forecasts showing significant upward revisions. In October 2025, g
3 min read
Global 300mm Fab Equipment Spending to Hit $374 Billion by 2028 Amid AI Demand and Regionalization
Global 300mm fab equipment spending is projected to total $374 billion from 2026 to 2028, according to SEMI’s 300mm Fab Outlook report released today at SEMICON West. The forecast highlights the impact of fab regionalization and rising AI chip demand for data centers and edge devices, along
4 min read
2Q25 Foundry Revenue Hits Record $41.7B, TSMC Dominates with 70% Market Share, TrendForce Reports
TrendForce reported that global foundry revenue reached a record $41.7 billion in 2Q25, reflecting a 14.6% quarter-on-quarter increase. The surge was driven by China’s consumer subsidy program, which prompted early stocking, alongside rising demand for new smartphones, notebooks, PCs, and s
3 min read
Semiconductor Giants Samsung, TSMC Drive 2024 Patent Surge
In 2024, semiconductor companies significantly shaped the U.S. patent landscape, with Samsung and Taiwan Semiconductor Manufacturing Co. (TSMC) leading in volume and influence. Samsung secured the top spot for the third consecutive year, earning 6,377 patents nearly 2% of all U.S. grants focusing
3 min read
Philippines: A Key Player in Semiconductor Assembly and Testing
In 2025, the Philippines remains a significant player in the global semiconductor supply chain, focusing on Outsourced Semiconductor Assembly and Test (OSAT) and packaging operations. It is estimated a 5% increase in semiconductor exports from Philippines for 2025, driven by inventory corrections
4 min read
Generative AI Fuels $372 Billion Data Center Processor Market Surge by 2030
The global data center processor market, valued at $147 billion in 2024, is projected to reach $372 billion by 2030, driven by the rapid expansion of generative AI, according to Yole Group’s 2025 report, Generative AI – Computing & AI for Data Centers. The server GPU market, led b
3 min read
Europe’s Semiconductor Industry: Strategic Collaboration Key to Global AI Competitiveness
Merck hosted a summit of semiconductor industry leaders in Darmstadt to discuss the critical role of Germany and Europe in the global semiconductor ecosystem, with a focus on advancing artificial intelligence (AI). Representatives from Merck, Siemens, Intel, TRUMPF, and ZEISS highlighted Europe&r
4 min read
GlobalFoundries to Acquire MIPS to Enhance AI and Compute Portfolio
GlobalFoundries has entered into a definitive agreement to acquire MIPS, a supplier of AI and processor IP. The acquisition will integrate MIPS’ customizable RISC-V processor IP and software tools into GlobalFoundries’ portfolio, targeting applications in autonomous mobility, industri
2 min read
SEMI and Linx Consulting Launch Wafer Fab Materials Quarterly Report
SEMI introduced the Wafer Fab Materials Quarterly report in partnership with Linx Consulting. This follows SEMI’s acquisition of select Linx Consulting assets, including market reports and conferences, to enhance its semiconductor materials and specialty chemicals market intelligence. <
3 min read
Global Semiconductor Sales Rise 3.5% in May and 2.5% in April Month over Month in 2025
The Semiconductor Industry Association (SIA) reported global semiconductor sales of $59.0 billion for May Y2025, reflecting a 19.8% increase from $49.2 billion in May 2024 and a 3.5% rise from $57.0 billion in April 2025. The data, compiled by the World Semiconductor Trade Statistics (WSTS)
3 min read
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