AI boom drives semiconductor sales: The industry 2025 benefits!

AI boom drives semiconductor sales: The industry 2025 benefits!

Gartner, USA - Current forecast brings light to the semiconductor business!

In 2025, the semiconductor sales could increase by astonishing 14 percent, according to Gartner! A real boom is imminent because the income should grow to impressive $ 717 billion after they were still $ 629.8 billion in 2023. A strong plus of 18.8 percent, which is due to the increasing demand for artificial intelligence and the recovery of electronics production!

weak sector, great demand!

While the growth of the semiconductor industry is fueled by memory chips and GPUs, demand in the automotive and industrial sector remains weak. The popularity of memory chips is expected to increase by 20.5 percent in the coming year, which puts the providers under pressure and may increase the prices for NAND chips by up to 60 percent! Rajeev Rajput, Senior Principal Analyst at Gartner, explains that the demand for AI-related semiconductors is the main driver behind this growth.

The turnover of GPUs that are used to develop AI models will experience a massive increase of $ 27 percent to $ 51 billion! The demand for High Bandwidth Memory (HBM) for AI server is also skyrocketing. According to George Brocklehurst, VP Analyst at Gartner, providers are massively investing in the production and packaging of HBM in order to keep up with the requirements of the next GPU generation. Impressive 284 percent growth for HBM sales in 2024 and another plus of 70 percent by 2025 are already on the agenda!

by 2026, over 40 percent of all HBM chips should be designed for AI inference workloads, compared to less than 30 percent today. This relocation is a direct consequence of the increasing use of infers in the AI world and the limited range of driver models for training GPUs. Here is a real paradigm shift!