I came across a few semiconductor updates today that caught my attention.
First, TSMC expects over 10 percent growth for the global semiconductor market in 2025, and says it could hit one trillion dollars by 2030. The part that stood out to me is their forecast that 45 percent of that revenue will come from AI. That is a serious shift in application focus. On a related note, the flip chip packaging market is projected to grow to 48.7 billion dollars by 2032, driven by demand for higher performance and more compact designs.
Trade policy continues to create friction. The U.S. is considering new export restrictions on Chinese firms including ChangXin and YMTC. Meanwhile, Applied Materials reported strong earnings, but their stock dropped due to a cautious outlook and concerns over China. Industry leaders are asking for more stable policy, especially with U.S. manufacturing plans underway.
Outside the U.S., there is movement. India just approved a major investment for an HCL-Foxconn chip facility in Noida, and a Japanese company is starting 3 nanometer chip design work in Noida and Bengaluru. At the same time, Vietnam wants to build 100 chip design companies and reach 25 billion dollars in annual revenue.
AMD announced a six billion dollar stock buyback, and Tower Semiconductor posted nine percent year over year growth.
