• Global revenue from all categories of semiconductor sales in 2025 continues to grow, with figures for the first four months rising by more than 19% YoY. In addition, total annual revenue is expected to increase across all chip categories, particularly in the processing and memory segments.
• Revenue growth is being driven by rising investment in data centers and advancements in AI technologies, including both generative AI and AI in consumer electronics.
• However, revenue in the chip industry remains concentrated among major manufacturers, and this concentration is expected to intensify in the future.
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