Asia Semiconductor Manufacturing Report: Q4 2025
Asia semiconductor sector stocks keep climbing amid increasing demand for AI, but the future looks uncertain.
Generative AI has pushed semiconductor companies’ valuations up higher and higher, making investors wonder how high their stock prices will go, and if an AI bubble will indeed happen. While it’s impossible to tell the future of AI on the stock market, for now AI is driving sustained growth for Asia semiconductor manufacturing stocks. Cloud computing and service providers are expected to fuel industry growth next year, but our researchers see the most opportunity in firms that have less exposure to AI.
Morningstar’s Q4 2025 Asia semiconductor manufacturing report analyses the region’s semiconductor companies, including stock valuations, market share, supply and demand outlooks, and more. As the story of AI’s impact on the sector continues to unfold, investors should ask themselves questions like: How is artificial intelligence transforming semiconductor manufacturing processes, and what challenges do Asian semiconductor manufacturers face in the global supply chain?
Download the report to get the full picture of where the semiconductor sector stands today and where it may stand in the coming months.
