Semiconductor Forecast Summary Q1 2025
Semiconductor Forecast Q1 2025: AI-driven demand fuels 15% growth, led by GPUs & HBM. Explore market trends, pricing pressures, and sector challenges.
Semiconductor sales are projected to grow 15% in 2025, driven by the ongoing demand for AI-related technologies. GPUs and High Bandwidth Memory (HBM) are expected to be the leading segments, while analog, microcontrollers (MCUs), discretes, and optoelectronics face challenges due to high inventories and low average selling prices (ASPs). China's rapid capacity expansion in these segments is putting pressure on pricing. A slight rebound in non-AI semiconductor sales is anticipated in the latter half of the year as inventories are digested.
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