The report below gives a good overview of the Spring 2025 M&A activity in the Semiconductors & Advanced Materials Industry Sector. As per the World Semiconductor Trade Statistics (WSTS), the global semiconductor sector is expected to grow by 11.2% and reach $697.2 billion in 2025. This growth is driven by strong performance in the logic and memory segments, which is expected to cross $400 billion in market size. The logic and the memory segments are expected to grow by 17.0% and 13.0%, respectively. This growth will be driven by high-performance processors supporting computing and AI-related applications. The Department of Commerce in the US announced a $1.4 billion investment to create domestic advanced semiconductor packaging capabilities, with funding allocated to facilities located in New York and Oregon, which marks a strategic effort to strengthen the US chip manufacturing infrastructure. In terms of innovation, Ambiq's Apollo510 microcontroller has received the "IoT Semiconductor Solution of the Year" award for demonstrating a 300x improvement in the inference throughput per joule, reinforcing the momentum behind ultra-low-power edge AI processing. In the EU, the leading semiconductor firms have approached the European Commission to implement a "Chips Act 2.0", focusing on AI chip production to compete with the US and Asian countries in the next generation of technologies. In the Asian region, China is expected to lead the investments in the chip manufacturing industry with the expected injection of $38 billion in 2025. Taiwan and South Korea are the next in the list, with projected investments of $21 billion and $21.5 billion, respectively, highlighting Asia's dominance in the global semiconductor industry.
Posted by Gunther Hofmann.
Read the Entire Spring 2025 Semiconductors & Advanced Materials Report Here