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United States & Japan Semiconductor Developments: Investments, Research, and Supply Chain Strengthening in 2025

09-11-2025 03:03 PM CET | IT, New Media & Software

Press release from: DataM Intelligence 4market Research LLP

Semiconductors Market

Semiconductors Market

The Global Semiconductors Market reached US$ 640.6 billion in 2022 and is expected to reach US$ 1,132.8 billion by 2031, growing with a CAGR of 7.5% during the forecast period 2024-2031. The Global Semiconductors Market is a vital and rapidly evolving industry that plays a fundamental role in various sectors of the global economy.

The semiconductor market encompasses the design, manufacturing, and sale of semiconductor devices, which are essential components in electronic systems. These devices include microchips, processors, memory modules, and sensors that power a wide range of applications from consumer electronics to industrial machinery. The market is driven by advancements in technology, particularly in areas like artificial intelligence, data centers, and consumer electronics. Global demand for semiconductors has surged, positioning the industry for significant growth in the coming years.

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Recent Developments:

United States: Recent Semiconductor Industry Developments
✅ July 2025: In July 2025, Nvidia achieved a market capitalization exceeding $4 trillion, becoming the first company to reach this milestone. This growth was driven by a 56% year-over-year increase in its data center business revenue.

✅ July 2025: In July 2025, the Semiconductor Industry Association (SIA) reported that global semiconductor sales reached $62.1 billion, marking a 20.6% year-over-year increase. This growth was attributed to strong demand in the Americas and Asia Pacific regions.

✅ July 2025: In July 2025, Air Liquide announced an investment to strengthen its supply capabilities for the growing U.S. semiconductor industry, aiming to support the increasing demand for semiconductor manufacturing.

Japan: Recent Semiconductor Industry Developments
✅ July 2025: In July 2025, Japanese manufacturers' business confidence improved slightly, with expectations of further strengthening in the coming months, driven by a recovery in the semiconductor sector.

✅ July 2025: In July 2025, IBM Japan opened a new base to research semiconductor manufacturing management systems, aiming to enhance the efficiency and competitiveness of Japan's semiconductor industry.

✅ July 2025: In July 2025, the Japan International Cooperation Agency (JICA) issued approximately 23 billion yen ($160 million) in bonds to support development projects in Africa, including infrastructure, education, and agriculture, coinciding with the Tokyo International Conference on African Development (TICAD 9).

☛ Semiconductors Market Dynamics and Drivers

Artificial Intelligence and Data Centers: The surge in AI applications has led to increased demand for specialized chips, such as GPUs and high-bandwidth memory, essential for data processing and storage.

Cloud Computing Expansion: The proliferation of cloud services and hyperscale data centers necessitates advanced semiconductor solutions to support vast amounts of data and computational power.

Consumer Electronics Demand: The continuous innovation in smartphones, PCs, and IoT devices fuels the need for more powerful and efficient semiconductor components.

Geopolitical Factors: Trade policies and export restrictions have prompted countries to bolster domestic semiconductor production, influencing global supply chains and market dynamics.

☛ Semiconductors Industry News:

➣ TSMC Reports Record Sales
In August 2025, Taiwan Semiconductor Manufacturing Company (TSMC) reported a 33.8% year-over-year increase in sales, totaling a 37.1% rise for the year through August.

➣ Broadcom's Q3 AI Revenue Soars
Broadcom's AI-related revenue reached $5.2 billion in Q3 2025, marking a 63% increase, with projections of $6.2 billion for Q4.

➣ OpenAI Partners with Broadcom
OpenAI announced plans to begin mass production of its custom AI chips in collaboration with Broadcom, aiming for a 2026 release.

➣ China's Semiconductor Market Booms
Following U.S. export restrictions, China's semiconductor market experienced a 4,300% revenue increase for companies like Cambricon, totaling $403.3 million.

➣ South Korea's Record Semiconductor Exports
In August 2025, South Korea's semiconductor exports reached a record $15 billion, contributing to a total monthly export value of $58.4 billion.

☛ Semiconductors Market Competitive Landscape: Intel Corporation, Qualcomm Technologies, Inc, Texas Instruments Incorporated, Toshiba Corporation, Micron Technology, Inc., Infineon Technologies, Samsung Electronics, NVIDIA Corporation, Broadcom, Inc. and SK Hynix.

Research Methodology

We employ a hybrid approach, integrating qualitative insights with robust quantitative analysis to deliver comprehensive and reliable market intelligence. The process starts with extensive secondary research, leveraging trusted industry publications, proprietary databases, and credible market sources. This foundation is then strengthened through targeted primary research, including structured surveys and in-depth interviews with industry leaders, subject matter experts, and key market participants.

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☛ Segment Covered in the Semiconductors Market:

By Product: Intrinsic Semi-Conductors, Extrinsic Semi-Conductors.

By Material: Silicon, Gallium Arsenide, Germanium, Silicon Carbide, Others.

By Component: Analog IC, Optical Semiconductors, Memory Type Semiconductors, Micro Components, Discrete Power Devices, Others.

By End-User: Automotive, HealtCare, Aerospace, Networking and Communication, Consumer Electronics, Others.

☛ This Report Covers:

✔ Comprehensive go-to-market strategy insights.

✔ An unbiased evaluation of market performance.

✔ In-depth analysis of development trends, competitive landscape, supply and demand dynamics, year-on-year growth, competitive benchmarking, vendor mapping, market access, and overall development status.

✔ Customized regional and country-level reports available on request, including detailed localized analysis.

✔ Identification of potential and niche segments/regions showcasing strong growth opportunities.

✔ Application of both top-down and bottom-up approaches for accurate regional market analysis.



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☛ Regional Analysis for Semiconductors Market:

⇥ North America (U.S., Canada, Mexico)

⇥ Europe (U.K., Italy, Germany, Russia, France, Spain, The Netherlands and Rest of Europe)

⇥ Asia-Pacific (India, Japan, China, South Korea, Australia, Indonesia Rest of Asia Pacific)

⇥ South America (Colombia, Brazil, Argentina, Rest of South America)

⇥ Middle East & Africa (Saudi Arabia, U.A.E., South Africa, Rest of Middle East & Africa)

☛ Frequently asked questions:

➠ What is the global sales, production, consumption, import, and export value of the Semiconductors Market?
➠ Who are the key global manufacturers, and what is their operational performance?
➠ What are the major opportunities and threats in the global Semiconductors Market?
➠ Which product types or end-users show the most growth potential and market share?
➠ What challenges and constraints are impacting the Semiconductors Market?
➠ What sales, marketing, and distribution channels are used globally?

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✅ Competitive Landscape
✅ Sustainability Impact Analysis
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✅ Unmet Needs & Positioning, Pricing & Market Access Snapshots
✅ Market Volatility & Emerging Risks Analysis
✅ Quarterly Industry Report Updated
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Contact Us -

Company Name: DataM Intelligence
Contact Person: Sai Kiran
Email: Sai.k@datamintelligence.com
Phone: +1 877 441 4866
Website: https://www.datamintelligence.com

About Us -

DataM Intelligence is a Market Research and Consulting firm that provides end-to-end business solutions to organizations from Research to Consulting. We, at DataM Intelligence, leverage our top trademark trends, insights and developments to emancipate swift and astute solutions to clients like you. We encompass a multitude of syndicate reports and customized reports with a robust methodology.

Our research database features countless statistics and in-depth analyses across a wide range of 6300+ reports in 40+ domains creating business solutions for more than 200+ companies across 50+ countries; catering to the key business research needs that influence the growth trajectory of our vast clientele.

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