The World Semiconductor Trade Statistics forecast that the global semiconductor market is expected to grow by more than 25%, reaching $975B.
WSTS said growth is expected across all regions and product categories. Memory and Logic are expected to lead, both increasing by over 30% year over year. Most other product categories are expected to continue their gradual recovery, the report added.
Following a stronger-than-expected third quarter, the global semiconductor market is now expected to grow 22% in 2025, reaching $772B. This represents an upward revision of nearly $45B (about 7 percentage points) compared to the Summer 2025 update, WSTS noted.
The agency added that the upward revision is mainly driven by Logic and Memory, boosted by Al-related applications and continued demand in computing and data center infrastructure.
Logic is now forecast to grow 37% (up 8 percentage points) and Memory 28% (up 11 percentage points). Other product categories are improving after the 2024 down-cycle, but the recovery remains moderate: Sensors +10%, Microprocessors +8%, Analog +7% and Optoelectronics with +4%.
WSTS noted that regionally, the Americas and Asia Pacific are expected to expand by 25% to 30% reflecting the strength in Logic and Memory. Europe is expected to grow 6%, while Japan is set to decline by 4%.