The global semiconductor industry is heading into a strong recovery phase, with revenues expected to reach $630 billion in 2024, an increase of 19% from the previous year, as noted in the latest report . Gartner Report. This growth trend follows a difficult 2023 and looks set to continue, with projections estimating a further increase to $717 billion by 2025.

The boost comes like AI TechnologiesAdvances in data processing and the return of electronic manufacturing are driving market demand. AI-related chips, in particular, have become essential as applications expand across industries, from high-performance computing to everyday consumer electronics.

As a result, memory components such as NAND Flash and DRAM are seeing increased demand, meeting more specialized computing needs and supporting AI-intensive workloads. Gartner highlights that NAND flash, essential in AI systems, is expected to see significant gains, with revenue increasing 12% by 2025, driven in part by continued undersupply and growing demand in AI applications.

The increase in demand also benefits GPUs, which are essential to AI development, particularly in model training and deployment. After experiencing a decline in 2023, the GPU Market is expected to rebound strongly, with potential growth of 27% in 2025 and reaching $51 billion. The specialized memory segment, particularly high-bandwidth memory (HBM), has also seen increased investment to meet the high-capacity needs of modern AI hardware, with manufacturers increasing production and improving packaging of memory.

DRAM is also experiencing a resurgence, driven by the production of high-bandwidth memory and the increasing adoption of DDR5 technology, which offers faster and more efficient data processing. Analysts note that these advances contribute to the recovery of the DRAM sector, whose revenue is expected to increase from $90.1 billion in 2024 to $115.6 billion by 2025, as supply problems worsen. will mitigate and technology will advance.

This strong growth in semiconductors reflects the industry’s adaptation to the needs of AI and data processing, as memory technologies evolve to meet these growing demands. While the market for automotive and industrial applications has seen slower growth, the trajectory of consumer electronics and AI-based solutions keeps the semiconductor industry on track for a period of expansion dynamic and technology-driven. With AI, memory technologies, and GPU improvements leading the way, the semiconductor market appears well positioned for sustained growth.

(With ANI entries)