Q2 2025: Digital and Analog Semiconductor Industry Overview
How will emerging trends impact the semiconductor market in 2025?
Artificial intelligence (AI) remains the most exciting technological transformation of this generation—and semiconductor firms are leading the way in driving such innovation. As of June 16, the median semiconductor stock is 4% undervalued with the median analog stock 13% undervalued. Digital stocks also continue to be undervalued, standing at a 3% discount. Amidst a rebound from the “tariff tantrum,” these semiconductors experienced a sharp recovery from double digit discounts.
Morningstar’s latest Digital and Analog Semiconductor Industry report highlights the demand for AI and accelerators—a shift particularly led by Nvidia’s data center graphics processing units (GPUs). Explore the AI GPU market, industrial chip demand, top industry picks, and more.
Download the report now to learn key trends in this evolving industry.
