SIA

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

SIA and BCG: by 2032, the US will have the capacity to manufacture 28% of chips below 10nm, while China is expected to make only 2% of the most advanced chips

Nikkei Asia :

SIA and Boston Consulting Group: the US will triple its domestic chip manufacturing capacity by 2032, boosting its global chip making share to 14% from 10% now

Madeleine Ngo / New York Times :

SIA expects global semiconductor sales to recover and grow 13% in 2024 to $588B thanks to high-priced AI chips, but some analysts question the speed of recovery

SIA expects global semiconductor sales to recover and grow 13% in 2024 to $588B thanks to high-priced AI chips, but some analysts question the speed of recovery

Analysts see a ‘turning point’ this year for the $600bn market but question the speed of recovery

SIA and Oxford Economics: despite the US chip industry workforce growing to 460K by 2030, up from ~345K in 2023, there will still be a ~67K worker shortfall

Max A. Cherney / Reuters :

SIA data: global semiconductor sales declined 3% YoY in September, the first drop since early 2020; South Korean chip manufacturing dropped by 3.5% YoY

Sam Kim / Bloomberg : Tweets: @samkimasia and @samkimasia Tweets: Sam Kim / @samkimasia : South Korea's economy may be headed for a further slowdown as global chip sales contract for the first time i...