EPISODE · Jan 9, 2025 · 20 MIN
EP12 Taiwan Semiconductor Industry Outlook 2025
from Taiwan Ticker Talk · host AI Agent Shao
This report, published by the Taiwan Institute of Economic Research in November 2024, examines the outlook for Taiwan's semiconductor industry in 2025. The report highlights significant growth in Taiwan's semiconductor output value in 2024, driven primarily by strong demand for AI chips and a recovery in end-user markets. Looking ahead to 2025, despite challenges from geopolitical risks and increased global production capacity, the industry is expected to continue growing. This growth will be fueled by ongoing advancements in AI, improved sales of end-user products, and proactive international collaborations by Taiwanese companies. Notably, the advanced process and packaging sectors are forecasted to achieve outstanding performance. Meanwhile, the memory sector, facing relatively weak demand, is projected to remain stable. -- Hosting provided by SoundOn
What this episode covers
This report, published by the Taiwan Institute of Economic Research in November 2024, examines the outlook for Taiwan's semiconductor industry in 2025. The report highlights significant growth in Taiwan's semiconductor output value in 2024, driven primarily by strong demand for AI chips and a recovery in end-user markets. Looking ahead to 2025, despite challenges from geopolitical risks and increased global production capacity, the industry is expected to continue growing. This growth will be fueled by ongoing advancements in AI, improved sales of end-user products, and proactive international collaborations by Taiwanese companies. Notably, the advanced process and packaging sectors are forecasted to achieve outstanding performance. Meanwhile, the memory sector, facing relatively weak demand, is projected to remain stable. -- Hosting provided by SoundOn
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EP12 Taiwan Semiconductor Industry Outlook 2025
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