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Chip sales are set to soar in 2025 — so long as there isn’t a trade war | Deloitte
Deloitte said chip sales will soar in 2025, led by GenAI and data center build-outs, even as demand from PC and mobile markets may be weak.
Already, the chip industry is exploring digital twins to emulate and visualize complex design processes step-by-step, including the ability to move around or swap chiplets to measure and assess performance of a multi-chiplet system. But the chip industry has other vulnerable points: the December martial law order in South Korea highlighted the global supply chain dependency and concentration of certain types of semiconductors, especially in the most advanced technologies. Through 2025 and 2026, though the overall revenue and capex seem to continue trending upward (at least for the next nine to 12 months), any downward movement in AI-related spending and components shortage could have an adverse impact ripping through the broader global semiconductor and electronics supply chain.
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