Semiconductor market sales increase, driven by high demand, U.S. leads, but facing geopolitical challenges.

From Zacks Investment Research: 2025-03-10 11:44:16

The global semiconductor market saw a 17.9% year-over-year increase in sales in January 2025, reaching $56.5 billion, marking nine consecutive months of strong growth. Factors driving this growth include high demand from hyperscalers, cloud providers, AI, and data center customers. The U.S. leads internationally with a 50.7% increase in sales, thanks to the CHIPS Act incentivizing production in the country. Companies like Intel, Micron, Texas Instruments, and Microchip Technology stand to benefit from these incentives. However, challenges like geopolitical tensions and the U.S.-China trade war pose threats to the industry’s supply chain.



Read more at Zacks Investment Research: What Insight Does the Latest Semiconductor Industry Data Offer? – March 10, 2025