Semiconductor industry experiences strong growth driven by AI demand, benefiting leading players.
From Nasdaq: 2025-04-09 10:08:00
- Global semiconductor industry sees impressive growth, with February 2025 sales hitting $54.9 billion, a 17.1% increase from February 2024. Americas region leads with a 48.4% surge, while Asia Pacific/All Other, China, and Japan also contribute to the growth. Memory segment sales expected to rise over 24% in 2025.
- Leading semiconductor players like Broadcom, NVIDIA, Marvell Technology, and Qualcomm set to benefit from the booming data center market driven by AI and HPC growth. AI technologies fueling demand for advanced logic process chips and high-bandwidth memory, supporting double-digit industry growth.
- Despite geopolitical tensions and proposed tariffs disrupting supply chains, the semiconductor market remains strong. Projected to expand from $755.28 billion in 2025 to $2,062.59 billion by 2032, with Asia Pacific leading. Investments in chip manufacturing capacity increasing, with wafer manufacturing set to rise 7% annually in 2025.
- Broadcom’s AI innovation, NVIDIA’s dominance in AI infrastructure, Marvell’s data center innovation, and Qualcomm’s AI capabilities showcase promising investment opportunities in the semiconductor industry. With strong growth scores and Zacks Ranks, these companies are well-positioned to capitalize on the AI revolution and industry growth.
- Explore potential investment opportunities in semiconductor stocks set to double in 2024. Handpicked by Zacks experts, these stocks offer significant growth potential. With previous recommendations soaring, this report provides a chance to get in on stocks flying under the Wall Street radar. Stay updated with Zacks Investment Research for the latest recommendations.
Read more at Nasdaq: 4 Semiconductor Stocks to Buy as AI Demand Fuels Record Global Growth