The semiconductor manufacturing industry had a strong finish in 2024, with significant growth in key segments, according to the latest report from SEMI and TechInsights. Despite some challenges, the industry is cautiously optimistic for 2025, driven by investments in AI applications.
Electronics sales saw a 2% annual increase in 2024, with IC sales rising by 29% in Q4. Capital expenditures also grew, particularly in memory-related investments. The semiconductor capital equipment segment remained resilient, with increased spending on leading-edge logic and HBM capacity.
Installed wafer fab capacity reached a record high in Q4, with projections for continued growth in Q1 2025. Foundry and Logic-related capacity is expected to increase, while memory capacity will remain steady due to demand for HBM.
Looking ahead, the industry is expected to see robust growth in high-performance computing and data center buildout. For more insights on the semiconductor manufacturing industry, access the Semiconductor Manufacturing Monitor report. Contact the SEMI Market Intelligence Team for subscription details.
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