Semiconductor Digest 2025 Media Planner - Flipbook - Page 2
The semiconductor industry is expected to reach the $1 trillion mark by 2030 4 or soon thereafter 4 driven by innovation in
key end-markets, such as AI, automotive and industrial.
Semiconductor technology continues to advance, presenting a new array of challenges and opportunities. Chips with 2nm
dimensions will be in production in 2025, and rapid advances in displays, MEMS, packaging, flexible electronics, artificial
intelligence/machine learning and quantum computing continue apace.
In the U.S., investments from the industry, facilitated by incentives under the CHIPS Act 4 signed into law in 2022 4 are
making progress in growing domestic semiconductor manufacturing and strengthening the U.S. economy. A 2024 report by
the Semiconductor Industry Association (SIA) and the Boston Consulting Group on the semiconductor supply chain
forecasts significant improvements in the resilience of the supply chain in both the U.S. and globally in coming years. The
report finds:
U.S. fab capacity is projected to increase by 203% by 2032, a tripling of U.S. capacity.
The U.S. is expected to increase its share of global fab capacity for the first time in decades, growing from 10% today to
14% by 2032.
The U.S. is forecast to grow its capabilities in critical technology segments, such as leading edge fabrication, DRAM
memory, analog, and advanced packaging. For example, U.S. capacity for advanced logic will grow from 0% in 2022 to
28% by 2032, including new capabilities at the leading edge.
The U.S. will secure more than one-quarter (28%) of global capital expenditures between 2024-2032 3 an estimated
$646 billion 3 an amount second only to Taiwan.
Semiconductor manufacturing equipment growth is expected to continue in 2025, with sales forecast to set a new high of
$128 billion in 2025, driven by both the front-end and back-end segments, according to SEMI. The global semiconductor
manufacturing industry as a whole is expected to increase capacity and post a 7% gain in 2025, reaching a record capacity
high of 33.7 million wafers per month (wpm: 8-inch equivalent).
Leading-edge capacity for 5nm nodes and under is expected to grow, chiefly driven by generative artificial intelligence (AI)
for data center training, inference, and leading-edge devices. To increase processing power efficiency, chipmakers including
Intel, Samsung, and TSMC are poised to start production of 2nm Gate-All-Around (GAA) chips, boosting total leading-edge
capacity growth by 17% in 2025.
With this unprecedented come new challenges in technology, but also in fab construction, data analytics, regulations,
sustainability and workforce development. Here at Semiconductor Digest, we seek to provide clarity on business and
technical issues through a mix of news, feature articles, newsletters, on-line webinars and live show coverage.
Thank you for joining us.
— Pete Singer, Editor-in-Chief
www.semiconductordigest.com
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