The uncertainty of the timing and rate of US tariffs are brewing fears in chip demand and deterring long-term investments like factory constructions, while the US’s imposed restriction on access to design software also thwarts the stock market prices of Chinese foundries. As the macroeconomic risks seem to intensify, generative AI investments may slow down next year, which may cause investors to wonder: what is the future of the semiconductor industry?

Our Q2 2025 Asia semiconductor industry outlook report analyses the continent’s semiconductor landscape, including stock valuations, market conditions, supply and demand outlooks, and more.

Access the report to identify long-term investment opportunities in semiconductor manufacturing stocks.