Has the semiconductor market changed since spring? - Evertiq

Since the spring, the global semiconductor market has shown a complex and evolving landscape. While the industry continues to grow, that growth is not evenly distributed. AI, memory, and data center s... Read original →

Since spring, the semiconductor market has shown clear divergence, with AI and data center-driven memory demand surging and reshaping growth dynamics. Technologically, the expansion of AI compute power is fueling demand for high-bandwidth memory (HBM) and advanced process nodes, triggering a cascading effect across upstream and downstream ecosystems. From a compliance standpoint, geopolitical tensions continue to pressure supply chain security, prompting companies to localize production, especially in Europe and North America, to mitigate tariff and disruption risks. In competitive terms, leading players are pursuing vertical integration and capacity expansion to solidify market positions, while mid-sized firms grapple with inventory adjustments and rising costs. Over the next 12 to 24 months, memory pricing volatility will persist, pushing the industry into a phase of structural realignment. Companies must enhance supply chain resilience and invest in technological foresight to navigate uncertainty.