Separation of Global Semiconductor Chips increased by 19.1 % to 627.6 billion dollars in 2024, and growth is expected to grow percentage of two numbers in 2025, according to a report issued by Association of semiconducts (He is).
SIA said that the numbers of 2024 reached a new record and compared to a total of 2023 of $ 526.8 billion. The reason, of course, was the amazing demand for artificial intelligence treatments and memory.
The actual growth of 19.1 % was 13 % higher than SIA, and compares 2024 growth with 8.2 % shrinkage in 2023. This is the huge swing of demand thanks to artificial intelligence. It is one of the reasons why Nvidia is one of the most valuable companies in the world with an assessment of $ 3.15 trillion.
Greg Laraoka, director of market research and economic policy in Sia, said in 2025, which is expected to reach 11.2 % sales. This is important for the economy because the chips are the heart of everything electronic and it is a vital part of the technological food chain.
The data comes at an important time in the national discourse, as President Donald Trump has pledged to put a customs tariff on semiconductor chips not only from China but also our ally Taiwan. While it was taken against Mexico, China and Canada at the end of last week, he did not put the customs tariff on Taiwan or chips. (The Mexican tariff and Canada were delayed 30 days).
NVIDIA, CEO of NVIDIA, visited Trump last Friday at the White House to emphasize the importance of making semiconductor and American leadership in artificial intelligence. Nvidia gets its chips from Taiwan. The Consumer Technology Association estimates that customs tariffs can make the game keyboard to 40 % more expensive for American consumers, with a 26 % increase in prices for smartphones and 46 % increase for laptops.
SIA was also a great defender of the Law of Chips and Science, a two -party law that allocated $ 52 billion to rebuild chips in the United States that he had already received two billion dollars of funds for US chips factories. It remains to see whether the new administration will continue to support the law, as defenders ask for more money to allocate it.
“After all the plants that are in the process of building and starting and began, at the end of all of this, by 2032, the United States may rise about 14 % or something like this. It takes some time. It’s a very huge industry. The transfer of the needle from 10 % to 14 % Is a significant number of good. It is a sign of the difficulty Interview with this week’s report.
As for the numbers of chips, sales of the fourth quarter of $ 170.9 billion amounted to 17.1 % more than the fourth quarter of 2023, and 3.0 % higher than the third quarter of 2024. The global sales for the month of December 2024 were $ 57.0, which is a decrease of 1.2 % compared to with November 2024.
Monthly sales are assembled by World Semiconductor Trade Statistics (WSTS) and represents a three -month moving average. SIA represents 99 % of the American semiconductor industry through revenues and about a third of the non -American chips companies.
“The global semiconductor market witnessed the highest year of sales ever in 2024, with annual sales of $ 600 billion for the first time, and the market growth is expected from two numbers for 2025.” “Almost semiconductor allows all modern technologies-including medical devices, communications, defense applications, impoverished organization, advanced transportation and countless others-and long-term long-term industry forecasts incredibly.”
At the regional level, annual sales in the Americas (44.8 %), China (18.3 %), Asia and the Pacific/all others (12.5 %), but in Japan (-0.4 %), and Europe (-8.1 %). Sales increased from month to month in December in the Americas (3.2 %), but they decreased in Asia Pacific/all others (-1.4 %), China (-3.8 %), Japan (-4.7 %), and Europe (-6.4 %) .
“With the high semiconductor sales worldwide, America is expected to double its ability to manufacture local chips by 2032, which puts our country in a strong position to enhance supply chains and help meet the growing global demand,” Never said. “To maintain America in the forefront of chip technology, leaders in Washington should advance policies that enhance the production of semiconductors and innovation, promote high -tech workforce, and restore American commercial leadership.”
Several sectors of semiconductor products emerged in 2024. Total logic products sales amounted to $ 212.6 billion in 2024, making them the largest product category by sales. Memory products were second in terms of sales, as they increased by 78.9 % in 2024 to a total of 165.1 billion dollars. DRAM products, a sub -group of memory, have recorded 82.6 % sales, which is the largest growth rate in any product category in 2024.
We provide the logic (including processors), memory and analog slices often on different paths, as there are many types of semiconductors that serve all electronics industries. The motivation behind logic and memory by demanding artificial intelligence servers in data centers and artificial intelligence computers in offices and homes. But sometimes there is a good year for logic and a bad year of memory, depending on the capacity.
Laoka said that SIA is not classified after artificial intelligence chips separately, but a lot of artificial intelligence technology is included in computer systems using logic chips. This category has grown 81 % in 2024.
“It is an amazing growth rate that we have not seen before,” Nofer said. “It is really fast growth in all areas.”
But he pointed out that the industry can be “incredibly volatile” when it comes to fluctuations in areas such as memory chips.
A problematic commercial war?
In Bakhs, we say that the possibilities of trade war are “a problem.”
“Our supply chains are highly dependent on global trade. The operation of these supply chains is everything for us. On the other hand, there are three quarters of our customers abroad. So global trade is just a large part of our success.
Novers said he does not want to enter into assumptions about the cold. He pointed out that the details are important, such as what is happening with a segment that ships back and forth before it ends up in an electronics product that was purchased in the United States, as it depends on the countries to which definitions and revenge are exposed.
Regarding the education of politicians, he said that there is still some terrain that must be covered with regard to helping everyone understand how supply chains work.
“We see the measures that raise the cost of manufacturing in the United States as a problem while our companies have advanced. We provide:” You have more manufacturing here. “We really believe that there is an opportunity here to put a kind of comprehensive strategy that includes a number of things, such as continuing In incentives that make America attractive to manufacturing, doubled some design incentives, setting a policy to restore our commercial leadership around the world because we rely on global trade as an industry. “
Support subsidies
Newver said that the Law of Chips and Science was incredibly important for this industry and a centrality of the country.
“But standing alone is not a strategy. It is a piece of the largest strategy. The largest strategy has a policy of migration that ensures that the talent we train here remains here, and a broader strategy for the workforce to train talent here locally.”
He said that the financing of applied science and basic science is crucial in terms of maintaining the competitiveness of the United States. Some politicians objected to giving money to companies to build chips factories. But we provide that other countries used support to withdraw manufacturing from the United States and now we are behind us.
That is why we traveled to the trench in this matter, over the years. Our federal government was not in the game. “Other governments around the world with the chips industries were running the circles around us and perhaps they were confused that we are stuck and as a result our manufacturing has decreased dramatically over the past thirty years or so.” “The chips law has turned into this, and if the incentives are separated again, then our manufacturing imprint will be placed. This is the reality.”
Laroca said that the contrast in incentives means that it was 25 % more expensive to 50 % to build and operate AB in the United States in the absence of any American incentives compared to other countries. We provide there are reasons such as the elasticity of the supply chain and national security to maintain the manufacture of chips on the beach. He pointed out that the incentives of the chips and science law have achieved about $ 500 billion of investments in the United States by 2032. The capacity of chips in the United States can double three times. This is a higher growth rate than anywhere else in the world.
Chips sales were disrupted during the epidemic. While the demand for personal computers increased when people worked from home, the factories were disrupted and the supply chain was unable to work during Covid. SIA said the industry decreased in the second half of 2022, which led to a decrease of 8.2 % in global sales in 2023. The growth of the memory chip in 2024 was 70 % compared to 2023.
On the whole, the Chi industry moves in 18 -month economic sessions from increasing the supply to deficiency. Part of the reason is to cost billions of dollars and a great time to build a new factory. As the demand changes, it is difficult to achieve more capacity quickly, as a result of which prices change.
