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TAP TIMES -29- JUNE 2025
Semiconductor Seasonality (from 28)
complexity and stringent performance growth driven by government investments
>
requirements of AI and HBM chip testing. and semiconductor advancements, parti-
cularly in AI and emerging technologies,”
Assembly and packaging equipment also said Boris Metodiev, director of market
registered double-digit growth, benefiting analysis at TechInsights.
from the industry’s push toward higher-
density integration and advanced packa- “However, geopolitical uncertainties, inclu-
ging solutions. ding export restrictions and potential tari-
ffs, pose significant risks that could impact
“The WFE market is poised for steady this positive trajectory.”
Capacity “on the rise”
DESIGN & MARKETING Aligned with the growth
in capital equipment
SOLUTIONS FOR YOUR investments, global installed
>
wafer fab capacity is on
GROWING NEEDS the rise and is projected
to surpass 42.5 million
EXPECTATIONS OVERDELIVERED wafers per quarter (in
300mm wafer equivalents),
reflecting a 2% Q/Q and 7%
Y/Y increase in Q1 2025.
let us show you the way China continues to lead
all regions in capacity
expansion, although the
pace of growth is expected
to moderate in the coming
quarters. Notably, Japan
and Taiwan are experiencing
Proudly serving the Electronics Technology Industry the strongest quarterly
(and many other industries) for over 5 Decades capacity gains, driven by
significant investments
Marketing & Branding in power semiconductor
Advertising & Literature manufacturing in Japan and
the ramp-up of a leading-
Website Creation/Maintenance & Social Media edge foundry in Taiwan.
Photography & Videography
Tradeshow Design & Management SEMI and TechInsights
expect the industry to
experience atypical seasonal
Contact our President today to see how we can help patterns in 2025 as
Gaylen Hoyt companies navigate future
gaylen@ideagrfx.com • 781.820.6338 challenges of uncertainty
—
and supply chain adap-
www.ideagrfx.com
tation
semi.org
