The Trendliner

Q3 / 2025 Insights

The semiconductor industry is starting to show signs of improvement in 2025 following a challenging year. Artificial Intelligence continues to be a major growth driver, especially in areas like Edge AI, where we're seeing growing adoption in IoT devices, Automotive ADAS and smart industrial systems. Demand from 5G data processing and Generative AI applications is also fueling momentum. 

The supply chain remains fairly stable. Availability has improved across most product categories, and lead times have normalised. At the same time, we're seeing sustained investment in local manufacturing, with reshoring and nearshoring picking up due to geopolitical pressures and regional funding programmes. Even though market growth remains overall modest, the European outlook is becoming more positive. Manufacturing indicators are stabilising, with confidence slowly returning in key regions. This may be an early sign of a new replacement cycle. 

As always, our teams are here to keep you informed and to support you with insights, expertise and solutions, especially when the markets are evolving. 

Executive Summary and Global Semiconductor Outlook

Our executive summary takes a look back at the current year to date, looking at specific markets and growth figures before moving onto the global semiconductor outlook by region (EMEA, Japan, Asia and Americas). See year to date growth figures by region and see predicted growth figures for the next three years as well as 3 year CAGR. We also list key global outlooks for the coming year.