The report below gives a good overview of the Fall 2025 M&A activity in the Semiconductors & Advanced Materials Industry Sector. The global semiconductor market size is calculated at $627.8 billion in 2025 and is forecasted to reach around $1,207.5 billion by 2034, accelerating at a CAGR of 7.5% during the same period. Growth drivers include accelerated adoption of artificial intelligence (AI), increased demand for 5G/IoT devices, expansion of electric vehicles (EVs) and autonomous driving technologies, large-scale data centre build-out and memory/logic chip demand. Logic chips especially those for datacentres, AI accelerators, high-performance computing are seeing strong double-digit growth and Memory chips DRAM, NAND, high-bandwidth memory are also accelerating along with discrete devices, optoelectronics segments highlighting divergence in performance across sub-markets. Worldwide chip sales increase 4.4% month-to-month. These data points reinforce the thesis of strong tailwinds from AI, data-centre build-out and connectivity infrastructure. The Semiconductor Industry Association (SIA) announced global semiconductor sales were $64.9 B billion during the month of August 2025, an increase of 21.7% compared to the August 2024 total of $53.3 billion and 4.4% more than the July 2025 total of $62.1 billion. The report also highlights that the U.S. semiconductor industry holds around 50% of the global chip revenues. Significant policy initiatives under the CHIPS and Science Act aim to boost domestic manufacturing. The U.S. manufacturing capacity is expected to produce more than triple, enabling the country to capture about 28% of global sub-10 nm logic production. Complemented by major private investments, workforce initiatives, and supply-chain reshoring programs, the United States is solidifying its role as both a technological powerhouse and a stabilizing anchor within an increasingly fragmented global semiconductor ecosystem.
Posted by Gunther Hofmann.
Read the Entire Fall 2025 Semiconductors & Advanced Materials Report Here