Weak Semiconductor Start to 2025

Weak Semiconductor Start to 2025
by Bill Jewell on 02-19-2025 at 6:00 pm

Semiconductor Market Change 2025

WSTS reported the global semiconductor market in 4th quarter 2024 was $170.9 billion, up 17% from a year earlier and up 3% from 3rd quarter 2024. The full year 2024 market was $628 billion, up 19.1% from 2023.

We at Semiconductor Intelligence give a virtual award for the most accurate semiconductor market forecast for the year. The… Read More


CES 2025: All In on AI and Proposed Tariffs

CES 2025: All In on AI and Proposed Tariffs
by Bill Jewell on 01-15-2025 at 2:00 pm

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CES 2025 was held last week in Las Vegas. We at Semiconductor Intelligence attended for our tenth CES. The event had over 140,000 attendees and over 4,500 exhibitors.

U.S. Consumer Electronics Market
Brian Comiskey of the Consumer Technology Association (CTA) presented on technology trends in 2025. The key theme was advances… Read More


Thanks for the Memories

Thanks for the Memories
by Bill Jewell on 12-12-2024 at 8:00 am

Semiconductor Market Average Change 2024

The December 2024 WSTS forecast called for strong 2024 semiconductor market growth of 19%. However, the strength is limited to a few product lines. Memory is projected to grow 81% in 2024. Logic is expected to grow 16.9%. The micro product line should show only 3.9% growth, while discretes, optoelectronics, sensors and analog … Read More


Semiconductors Slowing in 2025

Semiconductors Slowing in 2025
by Bill Jewell on 11-21-2024 at 2:00 pm

Semiconductor Market Forecasts 2024 SemiWiki

WSTS reported third-quarter 2024 semiconductor market growth of $166 billion, up 10.7 percent from second-quarter 2024. 3Q 2024 growth was the highest quarter-to-quarter growth since 11.6% in 3Q 2016, eight years ago. 3Q 2024 growth versus a year ago was 23.2%, the highest year-to-year growth since 28.3% in 4Q 2021.

Nvidia remained… Read More


AI Semiconductor Market

AI Semiconductor Market
by Bill Jewell on 10-24-2024 at 2:00 pm

AI Semiconductor Market 2024

AI (artificial intelligence) is widely cited as a growth driver for the technology industry, including semiconductors. While AI is in its early stages, opinions vary on whether it will become common in the next few years. A McKinsey study from May 2024 showed 72% of organizations have adopted AI in at least one business function.… Read More


Asia Driving Electronics Growth

Asia Driving Electronics Growth
by Bill Jewell on 09-26-2024 at 4:00 pm

Electronics Production 2024 September

Electronics production in the major developed countries has been showing slow growth or declines in 2024. United States electronics production three-month-average change versus a year ago (3/12 change) was 0.4% in July 2024, the slowest since the pandemic year of 2020. Growth has been slowing since averaging 6.5% in 2022 and… Read More


Robust Semiconductor Market in 2024

Robust Semiconductor Market in 2024
by Bill Jewell on 08-21-2024 at 1:30 pm

Semiconductor Market Change 2024

The global semiconductor market reached $149.9 billion in the second quarter of 2024, according to WSTS. 2Q 2024 was up 6.5% from 1Q 2024 and up 18.3% from a year ago. WSTS revised 1Q 2024 up by $3 billion, making 1Q 2024 up 17.8% from a year ago instead of the previous 15.3%.

The major semiconductor companies posted generally strong… Read More


Semiconductor CapEx Down in 2024, Up Strongly in 2025

Semiconductor CapEx Down in 2024, Up Strongly in 2025
by Bill Jewell on 07-31-2024 at 4:00 pm

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The U.S. CHIPS and Science Act provides incentives for semiconductor manufacturing in the United States. As of July 30, 2024, The CHIPS Program Office has announced over $30 billion in grants and over $25 billion in loans, according to the Semiconductor Industry Association (SIA). The awards have been given to fourteen companies;… Read More


Automotive Semiconductor Market Slowing

Automotive Semiconductor Market Slowing
by Bill Jewell on 06-24-2024 at 6:00 pm

Semiconductor Market Growth 2024

We at Semiconductor Intelligence estimate the automotive semiconductor market was $67 billion in 2023, up 12% from 2022. The top twelve suppliers accounted for over three-quarters of the market. Infineon Technologies was the largest automotive semiconductor supplier, at $9.2 billion or 13.7% of the market. NXP Semiconductors… Read More


2024 Starts Slow, But Primed for Growth

2024 Starts Slow, But Primed for Growth
by Bill Jewell on 05-22-2024 at 4:00 pm

Semiconductor Market Change 2024

The global semiconductor market in 1Q 2024 was $137.7 billion, according to WSTS. 1Q 2024 was down 5.7% from 4Q 2023 and up 15.2% from a year ago. The first quarter of the year is typically down seasonally from the fourth quarter of the prior year. However, the 1Q 2024 decline of 5.7% was worse than expected.

Major semiconductor companies… Read More