2025.09.23

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■ Semiconductor Weekly Summary

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This week, the global semiconductor market continued to grow rapidly, fueled by rising AI demand and the boom in data center construction. Key highlights included Broadcom, Samsung Electronics, and SK Hynix advancing their AI/HBM strategies, as well as Taiwan’s sharp export growth. At the same time, uncertainties mounted due to U.S.–China trade tensions and President Trump’s tariff policies.

Below is a summary of the key issues.

[Market Trends & Outlook]

• Trillion-Dollar Era
: Driven by surging AI demand, the global semiconductor market is expected to reach $1 trillion sooner than anticipated.  Meritz Securities predicts this by 2027, while IDC estimates 2028.

•  Growth Engine
: The boom in AI data center construction is a key driver of semiconductor market growth, with significant revenue increases expected in compute sectors such as AI accelerators.

•  Regional Trends
: Taiwan is experiencing growth, with exports up 63% in the first half of the year due to high AI semiconductor demand.

•  US-China Relations
: The US is implementing export controls and tariffs to curb China's semiconductor industry growth, while China is responding by investigating US semiconductor products.

[Company Highlights]


• Broadcom
: Reported Q2 2025 total revenue of $15.952 billion, with AI-related revenue at $5.2 billion.  AI semiconductor revenue is projected to reach $6.2 billion in Q4 2025, marking 11 consecutive quarters of growth.

• Samsung Electronics
: Anticipates a Q3 earnings rebound, positively influenced by rising DRAM and NAND prices.

• SK Hynix
: Recorded its highest-ever quarterly earnings in Q2 and is expanding sales of HBM3E 12-stack products while preparing for HBM4 mass production.

• U.S. Sanctions
: Samsung & SK Hynix’s Chinese fabs now require U.S.
  approval for equipment supply

• DeepX
: Established a Taiwanese branch to accelerate its global AI semiconductor market strategy.

[Technology and Investment Trends]

•  AI Semiconductor Innovation
: DeepX views Taiwan and China as optimal strategic locations for global supply chain and ecosystem formation, aggressively pursuing AI semiconductor technology innovation.


•  Sovereign AI
: Government-led Sovereign AI projects are expected to create new opportunities for AI equipment and semiconductor companies, with significant investments planned in countries like the US, UK, France, and Canada.

[Analysis and Forecasts]
 

• Intensified Market Competition
: While increased competition in the AI semiconductor market may decrease individual product profitability, overall profits are expected to rise due to market expansion.


• Uncertainty
: An MIT report indicates that 95% of generative AI projects undertaken by companies have failed to generate significant revenue, creating market unease.


• Trump's Tariff Policies
: President Trump's reciprocal tariff policies may increase server prices, potentially leading to reduced data center construction plans

This week, the semiconductor market was shaped by strong AI-driven growth,
intensifying competition among global chipmakers, and ongoing trade tensions
between the U.S. and China.

As we move forward, we will continue to deliver timely updates and
clear insights to help you stay ahead in the global semiconductor industry.

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