“`html
The global semiconductor sales are projected to grow by 11.2% in 2025 and 19% in 2024, according to data from WSTS, typically cited by the Semiconductor Industry Association. IDC forecasts a 17.6% growth driven by AI infrastructure and datacenter networking markets. Advanced node capacity (below 20nm) is expected to increase by 12%, with utilization staying above 90%, primarily in Taiwan, the U.S., and Korea.
Despite the optimistic long-term outlook, near-term challenges persist, including geopolitical instability and U.S. tariffs that may drive up prices and disrupt supply chains. Gartner anticipates a 12.7% growth in the industrial IoT segment between 2025 and 2033, while 25% of industrial companies are expected to either acquire or invest in an industrial IoT platform by 2025.
Over the past year, the semiconductor industry has surged 30.3%, outperforming broader technology sectors and the S&P 500 index. Major companies like NVIDIA and STMicroelectronics are expected to benefit from these trends, as NVIDIA projects significant growth in AI-related revenue, with estimates showing a 56.9% increase in revenue for 2026.
“`
