Asia Semiconductor Industry Outlook: Q3 2025
The impact of AI on the semiconductor industry continues to drive capital spending, but growth may slow.
Over the past quarter, semiconductor and analog stocks have bounced back as tariff risks have somewhat abated and AI demand continues to grow. Despite the sector’s recovery, our researchers expect AI spending to decrease next year as prolonged US tariff policy unpredictability may lower corporations’ willingness to invest. Given the cyclicality of the global semiconductor industry, what could this potential slowdown mean for investors?
Our Q3 2025 Asia semiconductor industry outlook report analyses the continent’s semiconductor manufacturing sector, including stock valuations, market share, supply and demand outlooks, and more.
Download the report to uncover long-term investment opportunities in the semiconductor industry.
