The first is the struggle between geopolitical constraints and technological innovation. While remarkable advances in AI, advanced packaging, and memory technologies drive growth opportunities, escalating US-China tensions and proliferating export controls are fragmenting the global market and forcing companies to reconsider manufacturing footprints.
Simultaneously, we're witnessing a fundamental shift from global supply chains toward regional manufacturing independence. Governments worldwide are investing hundreds of billions in domestic semiconductor capacity to prevent future supply vulnerabilities, challenging decades of globalized production efficiencies.
Finally, there's a stark contrast between AI growth and broader market caution. With semiconductor sales projected to reach $700.9 billion globally in 2025 (11.2% YoY growth), AI-related segments are flourishing while traditional markets face high inventory levels, pricing pressures, and demand uncertainty.
This e-book examines how these intersecting forces are reshaping the semiconductor industry, providing stakeholders with essential insights for navigating this new era of semiconductor development.
