KPMG – Global Semiconductor Industry Outlook, 2025

The main theme of the report is forecasting the growth of the semiconductor industry by 2025, which will be largely driven by the development of artificial intelligence (AI).

Key findings include growth expectations despite existing challenges with talent acquisition and geopolitical tensions. The report is based on a survey of 156 senior executives from global semiconductor companies, more than half of which represent companies with annual revenues exceeding $1 billion. The main industry challenges include talent acquisition, geopolitical tensions, and supply chain vulnerabilities.