Asia Semiconductor Industry Outlook: Q1 2025

AI investments stay strong, though US tariffs pose risks.

While there are signs of demand in the automotive and industrial markets improving, the risk of US tariffs threatens to weaken demand—which could lead to a downtown in the semiconductor industry and its valuation. Despite tariff concerns, our researchers’ long-term forecast demand outlook remains unchanged, driven in part by AI demand. What investment opportunities are there for investors?

Our Q1 2025 Asia semiconductor industry outlook report analyzes the continent’s semiconductor landscape, including stock valuations, market conditions, supply and demand outlooks, and more.

Download the report to learn how you can take advantage of our latest industry insights and trends.