2025 Taiwan Industrial Outlook - Semiconductor
In 2024, the semiconductor industry began to rebound as consumer demand for certain electronic end-products started to recover. The growing momentum behind artificial intelligence (AI) applications further accelerated this trend, driving upgrades across devices like personal computers and smartphones. This surge in innovation significantly boosted demand for AI-related chips. Among these, High-bandwidth memory (HBM) emerged as a key growth driver, pushing both memory demand and pricing upward. Overall, the global semiconductor market demonstrated strong growth in 2024, reaching a total value of USD $630,549 billion—an impressive year-over-year increase of 19.7%.