Analysis: Wafer Demand Increasing on AI Initiatives in 2025
The semiconductor industry faces weakness in consumer and automotive markets, while AI drives GPU and HBM demand. Read the Wafer Demand Q1 2025 update.
The semiconductor industry remains bifurcated, with the consumer and automotive markets struggling with ongoing weakness early in the year. However, AI initiatives are boosting demand for GPUs and HBM. Read more in this report that accompanies the Wafer Demand Q1 2025 Update.