Semiconductor Industry Outlook 2025
Increased demand for AI continues to drive growth in the semiconductor industry.
Technological advancements driven by AI, innovation, and increasing complexity are creating growth opportunities across the entire semiconductor supply chain from chip design to chip production and then chip sales. In fact, our researchers expect AI chip revenue growth to increase four times over the next several years, with AI expected to account for nearly 40-50% of total company revenue for many AI chip leaders. While investors may think of firms like Nvidia as being the primary beneficiaries of AI-related growth, other companies across the value chain are expected to experience exponential growth, too.
Morningstar’s 2025 Semiconductor Industry Outlook takes a close look at the overall semiconductor landscape, including key business models and industry trends, market dynamics and cyclical market volatility, technology and product forecasts, and more.
Download our semiconductor industry report to find out how to capitalize on AI growth while making informed decisions.
