Semiconductor Market Post Growth but Face Slowdown
“Tariff front-loading” or “pre-tariff pull-ins” risks creating an inventory overhang.
By Pablo Valerio, EETimes | May 12, 2025
Despite robust year-over-year growth in global semiconductor sales, a recent quarter-over-quarter decline indicates a potential market slowdown or return to normal levels. This dip suggests an underlying complexity masked by the strong annual figures.
Financially, key players are reporting divergent results, reflecting this duality. Firms deeply embedded in Artificial Intelligence (AI), High-Performance Computing (HPC), and Electric Vehicles (EVs) continue to show strength.
For instance, AMD projects a positive AI revenue outlook, and Onsemi reports resilient demand from EV manufacturers. However, this “selective boom” does not extend across all segments.
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