1、 Global Semiconductor Industry OutlookSemiconductor leaders anticipate a strong 2025 powered by AIGrowth expected to be fueled by AI,but talent and geopolitics are still concerns.This is the 20th annual KPMG Global Semiconductor Industry Outlook,with key findings from a survey of 156 senior executiv

2、es from global semiconductor companies.More than half of the respondents were from companies with more than US$1 billion in annual revenue.The survey was conducted in the fourth quarter of 2024 by KPMG LLP and the Global Semiconductor Alliance(GSA).The publication is designed for semiconductor CEOs,

3、COOs,CFOs,controllers,finance leaders,and strategic and corporate development personnel.This work is equally relevant for executives of companies whose products are heavily reliant on semiconductor components,including products for telecommunications,telecommunications infrastructure,cloud services,

4、data centers,artificial intelligence,platform providers,devices supporting Internet of Things(IoT)applications,and automotive electronic applications.ContentsForeword .2Key findings .3Industry issues and strategic priorities .4Growth applications and products .12Financial expectations .16Operational

5、 expectations .22Next steps .27About KPMG and the GSA .28Research methodology .29About the authors .30 2025 KPMG LLP,a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited,a private English com

6、pany limited by guarantee.All rights reserved.KPMG Global Semiconductor Industry Outlook1Our annual KPMG Global Semiconductor Industry Outlook,developed in collaboration with the GSA,draws on the perspectives of 156 senior executives from leading global companies,offering a wide view of the industry