Wafer Demand Forecast - Q1 2025 Update
Stay ahead of the 2025 semiconductor trends. This report covers AI vs non-AI growth, challenges in key segments, and forecasts wafer production by product category and technology node through 2028.
The saga of AI growth versus non-AI growth continues in 2025. GPUs and High Bandwidth Memory (HBM) are expected to be the hottest segments, while analog, microcontrollers (MCUs), discretes, and optoelectronics face challenges due to high inventories and low average selling prices (ASPs). China's rapid capacity expansion in these segments is putting pressure on pricing. A slight rebound in non-AI semiconductor sales is anticipated in the latter half of the year as inventories are digested. This report covers the number of wafers produced by year by product category and technology node as well as product category by wafer size through 2028.
