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1、SEMICONDUCTOR INDUSTRY OUTLOOK 2025Knowledge InstituteExternal Document 2025 Infosys Limited 2 Semiconductor Industry Outlook 2025External Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outlook 2025 3ContentsExecutive summary 4State of the industry 52025 and beyond:Applicati
2、ons fueling industry growth 8Market challenges 12Key technologies shaping the semiconductor industry 16Strategic imperatives 18Key takeaways 20External Document 2025 Infosys Limited Knowledge Institute4 Semiconductor Industry Outlook 2025 The semiconductor industry experienced strong growth in 2024,
3、posting a 19%increase in sales,driven by demand for logic and memory chips in data centers,servers,and storage.Despite macroeconomic challenges,semiconductor companies bounced back from a decline in sales a year earlier and beat expectations for 2024.This momentum is expected to continue into 2025,w
4、ith market projections reaching approximately$697 billion a 11%year-over-year increase,according to World Semiconductor Trade Statistics(WSTS).Beyond 2025,the semiconductor market is expected to grow at an annual rate of 7%9%,reaching a$1 trillion valuation by 2030.This expansion will be fueled by r
5、ising demand for high-performance computing,memory,and artificial intelligence(AI)-driven technologies.To meet the increasing demand,semiconductor companies are projected to allocate about$185 billion to capital expenditures in 2025,according to WSTS.In addition,global semiconductor manufacturing ca
6、pacity is expected to expand by 7%.The industry must also navigate geopolitical challenges and talent shortages while strengthening supply chains to ensure data security and sustained profitability.Companies with a robust talent pipeline and resilient supply chains will be best positioned to navigat
7、e these complexities and drive long-term success through 2030.Technological advancements in materials,packaging,and chip design will continue to propel Moores Law forward,helping address challenges such as high-power consumption in data centers and AI applications.As scaling smaller nodes becomes in
8、creasingly complex,the industry will place greater emphasis on advanced packaging innovations to drive the next generation of semiconductor breakthroughs.Finally,AI will be a key enabler of efficiency across the semiconductor industry.Digital twin technology will enhance production and research and
9、development(R&D),while integrated planning tools will improve supply chain management.Companies that embrace AI-driven innovations will accelerate development cycles,and as a result,gain a competitive edge.Executive summaryExternal Document 2025 Infosys Limited Knowledge InstituteSemiconductor Indus
10、try Outlook 2025 5The semiconductor industry has experienced uneven growth rates across segments in 2024.Fabless and intellectual property(IP)companies,such as Nvidia and Broadcom,report strong revenue and net income growth,while foundries such as TSMC continue to scale capacity to meet demand.In co
11、ntrast,integrated device manufacturers(IDMs)and equipment suppliers face potential contraction due to supply chain disruptions and cost pressures.Meanwhile,industry consolidation is accelerating,with companies such as Synopsys expanding their capabilities through strategic acquisitions.These types o
12、f deals focus on advancing semiconductor design,AI,packaging materials,and automotive solutions,positioning firms for long-term growth.Financial performance RevenueFabless and IP companies saw rapid growth in 2024,driven by the proliferation of AI and the internet of things(IoT),with Nvidia and Broa
13、dcom leading the expansion(Figure1).Foundries also experienced consistent increases,fueled by capacity expansions and technological advancements,particularly at TSMC.In contrast,revenue growth among IDMs was evenly distributed across companies,but a slowdown has emerged due to demand stagnation in s
14、everal sectors,including electronics and automotive.Figure 1.Shifting fortunes in the semiconductor industrySource:RefinitivState of the industry272114204Packaging-assemblyIDMFoundry-manufacturingFabless-IPEquipment manufacturingGroupPackaging-assemblyIDMFoundry-manufacturingFabless-IPEquipment manu
15、facturingGroupRevenue in billions(USD)20242023|Note:Data represents top 50 companies with equal proportion per segment.0100200300400500600109341103718799185External Document 2025 Infosys Limited Knowledge Institute6 Semiconductor Industry Outlook 2025ProfitabilityIn 2024,the semiconductor industry d
16、emonstrated resilient financial performance,with average industry margins increasing from 23.5%to 28.6%,despite a challenging macroeconomic environment.However,the industrys profitability trends varied across subsegments(Figure 2).The fabless sector rebounded,with companies such as Nvidia,AMD,and Qu
17、alcomm benefiting from increased demand for AI,automotive,5G,and cloud technologies.While the foundry industry faced intense competition and capacity adjustments,TSMCs strong performance was a significant driver of the sectors overall net margin.In contrast,GlobalFoundries struggled,reporting a net
18、loss and lower margins,likely exerting downward pressure on industry profitability.However,TSMCs planned capacity expansions in North America and Europe could lead to higher operational costs,potentially lowering future profit margins.IDMs performed well,with margins growing by 5%to 10%,driven by re
19、structuring,cost control,and a recovery in memory prices.Equipment manufacturers,dominated by major companies such as ASML,maintained stable margins despite slower fab expansions.Meanwhile,the packaging and assembly industry,including ASE and Amkor,experienced slight margin declines of 1%to 2%due to
20、 weaker demand in consumer electronics and rising raw material costs.Figure 2.2024 semiconductor industry performance0204060801001202727.46411434.736.31731.31.91.7Packaging-assemblyIDMFoundry-manufacturingFabless-IPEquipmentmanufacturing20232024Net income in billions(USD)|Note:Data represents top 50
21、 companies with equal proportion per segment.Source:RefinitivExternal Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outlook 2025 7Capital expenditure and R&D spendingCapital expenditures(CapEx)in 2024 saw a modest 5%increase,reaching$180 billion.Companies,mindful of market
22、volatility,focused their investments on strategic initiatives,exercising caution in their spending decisions.However,the outlook for 2025 appears more optimistic,fueled by funding and investment in memory.SK Hynix and Micron are forecasting CapEx growth of 75%and 45%,respectively.This optimistic out
23、look suggests the industry is poised for a strong recovery to meet growing demand.In 2024,joint ventures emerged as a key strategy to mitigate the risks associated with major semiconductor investments.Notable examples include Apollos$11 billion investment for a 49%stake in a venture tied to Intels F
24、ab 34 in Ireland,and Vanguard International Semiconductor partnering with NXP to form VisionPower Semiconductor Manufacturing Company for a 300mm fab in Singapore.These collaborations highlight the growing trend of strategic partnerships in high-stake semiconductor projects.Additionally,more than a
25、dozen R&D centers were established,focusing on crucial areas such as 12-inch wafers,extreme ultraviolet(EUV)lithography,and advanced packaging key drivers of innovation in chip manufacturing.These investments have been bolstered by government support,including funding from the US governments CHIPS A
26、ct.For example,Amkor received$400 million in CHIPS Act funding to develop an advanced semiconductor packaging and testing campus in Arizona,reinforcing US efforts to strengthen the semiconductor supply chain and technological leadership.External Document 2025 Infosys Limited Knowledge Institute8 Sem
27、iconductor Industry Outlook 2025The semiconductor industry is poised to grow at a 9%compound annual growth rate(CAGR)from 2025 to 2030,reaching$1 trillion by 2030.The data center market,particularly for GPUs,high-bandwidth memory,SSDs,and NAND,is expected to be the primary growth driver.While demand
28、 had weakened by the end of 2024,the automotive sector is still projected to outperform the broader industry from 2025 to 2030,with an expected 8%to 9%CAGR.Consumer and industrial electronics as well as telecom sectors are projected to have a moderate growth of 6%CAGR.With these growth applications(
29、Figure3),particularly in data centers,fabless companies have significant opportunities from 2025 onward,driven by the rising demand for AI processors and custom processing units(XPUs).Foundries will also benefit from the expansion of data centers and the automotive sector,despite capacity constraint
30、s and slower growth in other sectors.TSMC is expected to maintain market dominance thanks to its advanced node manufacturing capabilities.Despite significant investments,IDMs face challenges in transitioning to advanced process nodes.Foundries and IDMs alike have struggled,with Intel experiencing de
31、lays in its advanced nodes and Samsung grappling with yield issues at the 3nm node.These factors are limiting their ability to compete 2025 and beyond:Applications fueling industry growthwith TSMC and pose risks to their growth projections in 2025.As Intel outsources some of its chip manufacturing t
32、o TSMC,more IDMs might adopt the fabless foundry model,signaling a trend of leveraging specialized foundries for advanced processes,profitability,andscalability.Data centers,servers,and storage Data centers are the primary beneficiaries of AI advancements.Semiconductor sales in this market are proje
33、cted to grow at an 18%CAGR,increasing from$156 billion in 2025 to$361 billion by 2030.The non-memory data center chip market,valued at$13.5 billion in 2023,is expected to grow at a 7.4%CAGR through 2032.Meanwhile,the GPU market,valued at$27 billion in 2024,is expected to grow at a 10%CAGR from 2025
34、to 2033.Nvidia continues to lead the market through its data center division,which produces the GPUs powering the majority of generative AI models and driving$35.6 billion in revenue.However,DeepSeek and other alternative AI models are expected to increase demand for XPUs tailored for specific AI ta
35、sks and potentially competing with Nvidia GPUs.This shift might also prompt cloud providers to explore alternative AI infrastructure.WSTS forecasts that the logic and memory sectors will surpass$400 billion in 2025,External Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outl
36、ook 2025 9with logic expected to grow by more than 17%and memory by 13%.AI is driving the demand for high-bandwidth memory(HBM),which grew 200%in 2024 and is expected to increase by 70%in 2025,led by companies like Samsung,Micron,and SK Hynix.Micron and SK Hynix are benefiting from the increased dem
37、and for DRAM and NAND in cloud computing,AI,and the automotive sector.The SSD market is projected to reach$77 billion by 2025 and$173 billion by 2030,growing at a 17.6%CAGR.However,memory price instability,oversupply,or underperformance could disrupt chip availability and pricing in various sectors
38、including smartphones,servers,and consumer electronics potentially stalling broader industrygrowth.Smart phones,PCs,and consumer electronicsThe smartphone and PC markets are mature,with limited growth potential through 2030.The semiconductor smartphone market is expected to grow at about 5%CAGR over
39、 the next five years,increasing from$149 billion in 2025 to$192 billion in 2030.Meanwhile,the PC semiconductor market is expected Figure 3.Applications fueling the semiconductor industrySource:Infosys Knowledge InstituteData centers,storage,serversAI,automotive,andcloud GPU,HBM,SSD,NANDConsumerelect
40、ronics Smartphones,PCsAR/XR applications,smart homesIndustrialelectronics Smart manufacturing,energyTelecom andnetworkingIoT,5G,edgeAutomotiveElectrifcation,autonomous driving,advanced driver-assistance systems,V2X communicationGrowth driversExternal Document 2025 Infosys Limited Knowledge Institute
41、10 Semiconductor Industry Outlook 2025to increase at a 4%CAGR from$92 billion in 2025 to$112 billion in 2030.In contrast,consumer electronics are projected to grow at a rate of 8%to 9%,primarily driven by augmented reality and extended reality applications.This trend fuels the demand for advanced se
42、nsors and low-power chips.Additionally,the smart home markets use of ambient computing where devices operate in the background through AI and low-power chips is emerging as a key growth area.This creates new opportunities for chips in energy-efficient edge devices,voice assistants,and home automatio
43、n systems.Industrial electronicsThe industrial electronics market is expected to grow from$84 billion in 2025 to$120 billion by 2030 a CAGR of 7%.As industries accelerate automation and the adoption of advanced technologies,the demand for specialized industrial chips is expected to grow significantl
44、y.This markets notable expansion has been fueled by growth in manufacturing,automotive,and energy all of which require high-performance chips to power their increasingly sophisticated systems and processes.Telecom and networking chipsThe market for telecom chips is expected to grow from$53 billion i
45、n 2025 to$70 billion by 2030 a CAGR of 6%.The proliferation of IoT and 5G chipsets continues to drive growth and innovation in the semiconductor industry.The deployment of 6G infrastructure,including base stations and network components,is expected to eventually increase demand for advanced semicond
46、uctors.However,whether 6G adoption will occur before 2030 and contribute to the expected growth remains uncertain,given its current stage of deployment.The cellular IoT chip market is projected to grow from$12.77 billion in 2024 to$78.73 billion by 2032,at a CAGR of 25.5%.Established companies,such
47、as Qualcomm,Intel,and MediaTek,currently lead the 5G chipset market,while the Asia-Pacific region is poised to lead the IoT chip market.This could lower costs and increase the availability of IoT technologies.But the rapid growth may also exacerbate talent shortages and strain the semiconductor supp
48、ly chain,particularly in sourcing critical materials and managing production capacity.AutomotiveThe automotive semiconductor market slowed at the end of 2024 but is projected to grow with electric vehicles(EVs),energy storage systems,and charging stations emerging as major consumers of semiconductor
49、s.The EV semiconductor devices market is projected to grow at a 30%CAGR from 2025 to 2030,boosted by innovations in power management,charging infrastructure,and energyefficiency.In addition,the global automotive semiconductor market is expected to grow from$51 billion in 2025 to$102 billion by 2034,
50、at a CAGR of 8%.This growth is External Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outlook 2025 11propelled by electrification,autonomous driving,and advanced driver-assistance systems.However,since market growth is heavily dependent on EV demand and infrastructure,any s
51、lowdowns or regulatory delays could negatively impact chip demand particularly for companies such as NXP and STMicroelectronics,which are heavily reliant on the automotive sector.An up-and-coming growth area is vehicle-to-everything communication,which requires low-latency,high-bandwidth chips.5G-en
52、abled automotive chips that facilitate real-time communication between vehicles and infrastructure,such as traffic lights and road signs,are expected to see exponential growth but remain underrecognized in mainstream semiconductor forecasts.External Document 2025 Infosys Limited Knowledge Institute1
53、2 Semiconductor Industry Outlook 2025The semiconductor industry is facing multiple challenges shaped by geopolitics,sustainability efforts,talent shortages,and cybersecurity concerns.Below are key factors influencing the industrys evolution and resilience(Figure 4).GeopoliticsGeopolitical tensions,p
54、articularly between the US and China,are reshaping global trade and semiconductor supply chains.Chinas push for technological self-reliance and US export controls on advanced technologies are increasing supply chain risks.Analysts predict that semiconductor investments could shift toward the US,with
55、$190 billion expected for fabrication plants by 2030.Tensions have also escalated further as China bans certain chip materials in retaliation to US restrictions on Chinese AI chips.Chinas recent military exercises near Taiwan are also a cause for international concern,given Taiwans pivotal role as a
56、 leading semiconductor producer.In response,countries are ramping up efforts to expand domestic semiconductor production,a move that promises economic growth but also introduces challenges such as high costs and workforce shortages.Despite these obstacles,the push for self-sufficiency is reshaping t
57、he industry.In 2025,investment in reshoring and diversification will continue,alongside geopolitical risks particularly related to US-China relations and Taiwan.While these complexities pose short-term uncertainties,long-term stability is expected as new production centers develop.Supply chainGeopol
58、itical tensions are disrupting global supply chains,introducing trade barriers,export controls,and shifting production priorities,which in turn create uncertain and rising costs.Upstream challenges,such as shortages of neon gas and rare earth metals,are worsened by geopolitical risks from the war in
59、 Ukraine to Chinas export restrictions.Additionally,delays in new fab construction,such as TSMCs Arizona facility that is now rescheduled for 2028,have intensified supplyconcerns.As a result,efforts to mitigate these disruptions are accelerating.Companies are diversifying supply chains,forming strat
60、egic partnerships,and leveraging AI-driven forecasting.At the same time,the focus on domestic semiconductor production is increasing.While this shift offers opportunities for resilience and innovation,it also introduces risks of fragmentation and geopolitical tensions.Given that the semiconductor va
61、lue chain spans 25 countries,the question remains:Can true self-reliance ever be achieved in this globalizedindustry?Market challengesExternal Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outlook 2025 13Geopolitical tensions US-China tensions,Taiwan unrest,Ukraine warSuppl
62、y chain challenges Geopolitical:Trade barriers,export controls Raw material shortages:Neon gas,rare earth metals Fab delaysPower consumption and sustainability Rising energy demands:Fabs expected to consume 237 TWh by 2030 Data center growth:Power consumption to double by 2026 Growing GHG emissionsT
63、alent crunch Workforce gaps:67,000 unflled positions by 2030 Skills shortage:Advanced packaging,chip design Geopolitical impact:Talent decentralization and immigration restrictionsCybersecurity and IP protection IP theft:Cyberattacks Data leaks:Employees leaking sensitive technology Self-reliance In
64、vestment in reshoring Diversifcation Diversifcation and partnerships AI for forecasting Domestic production Renewable energy Energy efcient chip designs and cooling innovations Energy efcient manufacturing Collaboration with universities for talent development Agile workplace planning,recruiting,ups
65、killing Patents,big data,legal for stronger IP protection Encryption,multi-factor authentication,AI-driven threat detection International cybersecurity collaborationActionsMarketchallengesFigure 4.Factors influencing the semiconductor industrySource:Infosys Knowledge InstituteExternal Document 2025
66、Infosys Limited Knowledge Institute14 Semiconductor Industry Outlook 2025Power consumption and sustainability effortsThe semiconductor industry is resource-intensive,with fabrication plants consuming significant amounts of energy and water.Electricity demand is expected to reach 237 terawatt-hours g
67、lobally by 2030,contributing to rising greenhouse gas(GHG)emissions.In 2024,electricity consumption grew 2%,with similar growth forecasts for 2025 and 2026.TSMC,Intel,and Samsung are committing to 100%renewable energy,but targets might not be reached until 2030-2040.In addition,Onsemi aims to reduce
68、 GHG emissions by 59%(scope 1 and 2)and 35%(scope 3)by2034.The rising demand for AI and data centers is further straining electricity resources,with data center consumption set to double to more than 1,000 TWh by 2026.Microsoft CEO Satya Nadella recently emphasized that his company is no longer cons
69、trained by chip supply but instead faces power constraints,underscoring the growing challenges of energy consumption in AI workloads.This signals the need for sustainable technologies,energy efficient designs,renewable energy,and innovations in cooling systems and hardware to manage growing power co
70、nsumption and reduce carbon footprints.Talent crunchThe semiconductor industrys workforce is projected to grow from about 345,000 today to about 460,000 by the end of the decade,a 33%increase.However,approximately 67,000 of these new jobs(58%of total new jobs and 80%of new technical roles)may remain
71、 unfilled due to low completion rates in technical degrees.The talent shortage affects established regions,such as the US and Taiwan,as well as emerging markets,such as India and Malaysia,where demand is increasing for skilled workers in advanced packaging,chip design,and manufacturing.Companies are
72、 responding to the talent shortage with agile workforce planning,recruitment,and talent development,including the use of generative AI to reduce bias in hiring.In the US,Arizona is collaborating with educational institutions to train students in semiconductor-focused education while Arm,a leading se
73、miconductor company partners with universities to develop industry-relevant training programs,helping build a skilled talent pipeline.The decentralization of semiconductor design,manufacturing,and operations,driven by geopolitical factors,will require new regions to cultivate and supply specialized
74、talent.To bridge this gap,leveraging global talent and revising immigration policies will be essential for facilitating the movement of skilled professionals.However,shifting geopolitical dynamics and evolving immigration laws could further exacerbate the talent shortage,adding complexity to workfor
75、ce planning and industry growth.Cybersecurity and IP protection IP protection is critical in the semiconductor industry,given the billions of dollars invested in R&D and the potential national security External Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outlook 2025 15im
76、plications at stake.The standard method of protecting IP is through traditional patenting,which allows companies to monetize designs and technologies while securing their marketpositions.However,patenting alone does not eliminate the risk of IP theft as cyber attackers increasingly target semiconduc
77、tor firms.A recent cyberattack on AMD,the companys second in 2024,compromised sensitive employee data and internal communications.In another case,a South Korean executive was accused of leaking Samsung Electronics semiconductor technology.In response,South Korea has implemented stringent security me
78、asures,including big data analysis to detect leaks,expanded legal frameworks with tougher penalties for trade secret violations,and the introduction of an evidence collection system to assist ininvestigations.This growing threat necessitates advanced cybersecurity measures,such as end-to-end encrypt
79、ion,multifactor authentication,AI-driven threat detection systems,and blockchain-based supply chain security.Additionally,stronger international cooperation is also essential to safeguard valuable intellectual assets and prevent IP theft.Implementing multilayered security protocols,comprehensive emp
80、loyee training,and active risk management will be critical in defending against cyberthreats and mitigating breaches caused by human error.External Document 2025 Infosys Limited Knowledge Institute16 Semiconductor Industry Outlook 2025The semiconductor industry is undergoing significant transformati
81、on driven by innovations in advanced packaging,new materials,and AI-enabled manufacturing and design(Figure 5).These developments are enhancing performance,energy efficiency,and manufacturing precision,addressing the growing demands of AI,high-performance computing,and emerging technologies.Below,we
82、 explore key advancements shaping the future of semiconductor technology.Advanced packaging As highlighted in the Infosys Semiconductor Outlook 2024,advanced packaging continues to gain importance.Techniques such as 3D stacking,system-in-package,and fan-out wafer-level packaging continue to lead the
83、 segment,offering greater heat dissipation,higher bandwidth,and better density without the need to shrink transistors.These advances,which provide better semiconductor performance and energy efficiency,have proved essential for applications such as AI,high-performance computing,5G,autonomous vehicle
84、s,and IoT.Traditional packaging struggles to meet many of these demands and creates an opportunity for advanced packaging solutions.Broadcom and TSMC have collaborated to introduce 3.5D F2F packaging for AI computing,while TSMC,Samsung,ASE,and Intel are actively advancing similar technologies.As the
85、 demand for more compact,powerful devices increases,advanced packaging is becoming essential to overcome performance and integration challenges in the semiconductor industry.Looking ahead,advanced chip designs,including AI chips,multi-die architectures,and low-power techniques,will be key to improvi
86、ng efficiency while maintaining performance.Advanced packaging will play an increasingly vital role in the next generation of semiconductor technology breakthroughs,a shift from the pre-2020 era when achieving leading-edge nodes(2nm,3nm,and 5nm)was more important.New materialsSilicon carbide and gal
87、lium nitride have revolutionized power electronics and high-frequency applications.Technology innovations in graphene and III-V semiconductors are being explored for their potential to improve speed,energy efficiency,and communication.In AI,the need for low-power,high-performance chips is driving ma
88、terial advancements.Superconducting materials are gaining attention for their ability to reduce power loss and improve efficiency in AI hardware.Intel and Graphene Flagship are investigating graphene for its potential to create faster transistors,while ASML advances photonic and EUV lithography.Rece
89、nt research has also identified three new materials with superconductive properties,Key technologies shaping the semiconductor industryExternal Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outlook 2025 17potentially paving the way for lossless power grids and magnetically
90、levitating vehicles.Although still experimental,superconducting materials promise faster processing,reduced energy use,and less heat generation for AIworkloads.AI-enabled manufacturing and designResearch is advancing in the use of AI and machine learning(ML)to improve defect detection accuracy,speed
91、,and yield optimization in semiconductor manufacturing.Real-time process optimization and predictive maintenance further ensure more efficient production,Figure 5.Innovations shaping the semiconductor industrySource:Infosys Knowledge Institute Key technologiesshaping thesemiconductor industryAdvance
92、dpackagingAdvancedmaterialsAI-enabledmanufacturingand design 3D stacking,system-in-package,fan-out wafer-level packaging Multi-die architectures Silicon carbide and gallium nitride Graphene and III-V semiconductors Superconducting materials Qubits Defect detection accuracy Yield optimization Process
93、 optimization Predictive maintenance Digital twins Electronic design automation toolsminimizing downtime.Semiconductor fabricators are expected to deploy ML more efficiently in 2025.In addition,integration with digital twins allows for real-time adjustments and optimized workflows.Beyond manufacturi
94、ng,AI is transforming electronic design automation tools,driving efficiency,accuracy,and speed in semiconductor design by optimizing critical tasks,including timing analysis,layout routing,and defect detection.This enables a faster transition from concept to prototype.As AI continues to evolve,the i
95、ndustry is poised for further chip design innovations from electronic design automation tool developers such as Cadence,Synopsys,and Ansys.External Document 2025 Infosys Limited Knowledge Institute18 Semiconductor Industry Outlook 2025The semiconductor industry is on track to reach$1 trillion by 203
96、0,driven by AI,automotive electronics,and 5G expansion.However,geopolitical tensions,cybersecurity threats,and talent shortages pose significant challenges.Despite these hurdles,AI will play a transformative role,enhancing R&D efficiency,optimizing production with digital twin technology,and improvi
97、ng supply chain management through advanced integratedplanning.To drive continued value,semiconductor companies should address five strategic imperatives.1.Scale AI to reduce R&D and production costsAI and digital twins enable complex simulations of semiconductor properties,accelerating development
98、by 30%.AI integration in design,testing,and production optimizes semiconductor development and yield management.AI-driven design tools automate processes,improving accuracy and speeding up chip innovation.AI testing algorithms enhance defect detection and predictive analytics,reducing time to market
99、.During production,AI enables real-time process optimization,improving defect detection and minimizing waste.Companies such as Intel and TSMC are leveraging AI to boost operational efficiency,lower costs,and accelerate product cycles.AI integration is critical for sustaining commercial growth,stayin
100、g competitive,and addressing the growing demand for advanced chips.2.Strengthen and smarten global supply chainsAI and ML technologies are essential for creating intelligent,integrated supply chain planning in the semiconductor industry.By improving demand forecasting,inventory management,and produc
101、tion optimization,these technologies help build more resilient supply chains.AI models and data analytics enhance demand forecasting accuracy,minimizing risks of overstocking orstockouts.Real-time data integration across suppliers,foundries,and assembly lines improves visibility and agility,enabling
102、 faster responses to demand shifts.Predictive maintenance and smart inventory management optimize production cycles,reducing lead times and costs.As global demand grows,intelligent supply chains will support scalability,efficiency,and resilience against disruptions.3.Targeted and enhanced talent dev
103、elopment To accelerate talent development amid current geopolitical challenges,semiconductor companies can expand their talent pools by partnering with global Strategic imperativesExternal Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outlook 2025 19universities and profess
104、ional associations.They can also enhance their employee value proposition by emphasizing career development,diversity,equity,and inclusion initiatives,and continuous training while leveraging AI for efficient hiring.Additionally,fostering a supportive work culture with flexible arrangements,mental h
105、ealth support,and global collaborations through joint ventures and research partnerships can help attract and retain talent.These strategies can help ensure a robust talent pipeline and mitigate geopolitical risks.4.Enhance data and IP securityTo enhance data and IP security,semiconductor companies
106、should implement robust cybersecurity measures such as advanced encryption and multifactor authentication.They should also secure their supply chains by enforcing strict partner protocols,investing in regular employee training,and adopting secure-by-design principles during product development.Addit
107、ionally,monitoring threats with advanced detection systems,establishing incident response plans,and collaborating with industry partners to share threat intelligence can further strengthen security.5.Embrace sustainability and enable low power consumptionDriving more efficient energy consumption acr
108、oss upstream and downstream operations and reducing process gas emissions should remain a strategic focus to achieve the net-zero sustainability targets the industry has set.Semiconductor companies should invest in renewable energy sources for their operations and embrace sustainable manufacturing p
109、ractices,including reducing GHG emissions,water and chemical usage.Also,companies can enhance sustainability efforts by optimizing supply chains to minimize environmental impact.Low-power design techniques such as power gating,voltage scaling,and clock gating can significantly reduce the power consu
110、mption ofchips.External Document 2025 Infosys Limited Knowledge Institute20 Semiconductor Industry Outlook 2025Key takeaways 2024 recovery:The semiconductor industry grew by 19%in 2024,driven by demand for memory and logic chips in AI and cloud computing.Fabless and IP companies saw 20%growth.Profit
111、ability dropped by 5%to 10%due to higher costs and investment decreased by 2%.2025 and beyond outlook:The industry is set for 11%growth in 2025,driven by AI and cloud computing.Post 2025,the sector is projected to grow 7%to 9%annually,reaching$1 trillion by 2030,with AI and automotive being key grow
112、thdrivers.Geopolitics and talent:Geopolitical tensions are pushing onshore investments,with$1 trillion expected between 2025 to 2030.Supply chain challenges and a talent shortage(25,000 open positions in 2024)require semiconductor companies to adapt and secure a diverse talent pipeline.Advanced mate
113、rials and packaging:Graphene,III-V semiconductors,3D stacking,and AI chips are key to enhancing efficiency and performance.Advanced packaging will play a crucial role in future technology breakthroughs.AI for efficiency:AI and digital twins can accelerate research and development by 30%,improving de
114、sign and yield management.AI in supply chain planning will optimize forecasting,inventory,and production,making the semiconductor industry more resilient and energyefficient.External Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outlook 2025 21External Document 2025 Infosys
115、 Limited Knowledge Institute22 Semiconductor Industry Outlook 2025About Infosys Knowledge InstituteThe Infosys Knowledge Institute helps industry leaders develop a deeper understanding of business and technology trends through compelling thought leadership.Our researchers and subject matter experts
116、provide a fact base that aids decision making on critical business and technology issues.To view our research,visit Infosys Knowledge Institute at or email us at .Authors Venkat Srinivasan|Business unit head,semiconductor industry,InfosysPeter van Herrewegen|Partner and EMEA lead,high tech,Infosys C
117、onsultingVanishree Mahesh|Infosys Knowledge Institute,Bengaluru ContributorsMasih Anwar|Client partner,semiconductor industry,InfosysMichael Tsai|Associate partner,Infosys ConsultingSascha Theismann|Associate partner,Infosys ConsultingVindhesh Kumar|Senior principal,Infosys Consulting Analysis and p
118、roductionPramath Kant|Infosys Knowledge Institute,BengaluruJeff Mosier|Infosys Knowledge Institute,RichardsonPragya Rai|Infosys Knowledge Institute,BengaluruKnowledge InstituteKnowledge InstituteExternal Document 2025 Infosys Limited Semiconductor Industry Outlook 2025 23 2025 Infosys Limited,Bengal
119、uru,India.All Rights Reserved.Infosys believes the information in this document is accurate as of its publication date;such information is subject to change without notice.Infosys acknowledges the proprietary rights of other companies to the trademarks,product names and such other intellectual prope
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