Semiconductors in 2025: AI Boom or Geopolitical Bust?
Will AI-powered growth outweigh the risks of geopolitical tensions and talent shortages in the semiconductor industry? The answer might shape the future of tech as we know it.
The 2025 semiconductor forecast by KPMG and the Global Semiconductor Alliance reveals both optimism and challenges for the industry. While AI now leads as the primary growth driver, surpassing automotive, executives face growing concerns over geopolitical tensions and talent retention.
The industry's confidence index climbed to 59, reflecting high expectations for revenue growth driven by AI-focused technologies such as GPUs and high-bandwidth memory. However, territorialism and emerging competitors, including non-traditional chipmakers, threaten supply chains and market stability.
- 92% expect industry revenue growth in 2025
- AI surpasses automotive as top growth driver
- Geopolitical tensions and talent risk dominate concerns
As the semiconductor ecosystem evolves, will adaptability and strategic investments be enough to overcome these looming risks?
Read the full article on VentureBeat.
----
💡 If you enjoyed this content, be sure to download my new app for a unique experience beyond your traditional newsletter.
This is one of many short posts I share daily on my app, and you can have real-time insights, recommendations and conversations with my digital twin via text, audio or video in 28 languages! Go to my PWA at app.thedigitalspeaker.com and sign up to take our connection to the next level! 🚀