Global semiconductor sales will increase by 22.7% year-on-year to $57 billion (approximately 8.246 trillion yen) in April 2025, and the market is being boosted by expanding demand for AI and cloud computing.
🟦Driven by special demand for AI, the global semiconductor market recovers to 8.2 trillion yen
Global semiconductor sales in April 2025 reached $57 billion, a significant increase of 2.5% month-on-month and 22.7% year-over-year. This is the first month of 2025 that has turned positive on a monthly basis, and is a clear sign of a market recovery.
In particular, the growth was driven by the growing demand for artificial intelligence (AI) and cloud infrastructure. John Neufer, CEO of the Semiconductor Industry Association (SIA), also said, “Strong growth is being driven by increased demand, including for advanced consumer electronics.” This is due to increased demand for AI chips and an increase in data center investment.
🟦 Regional Data Shows Market Temperature Differences
The announcement also draws attention to the growth rate by region. Year-over-year growth is as follows:
- Americas: +44.4%
- Asia Pacific: +23.1%
- China: +14.4%
- Japan: +4.3%
- Europe: +0.1%
Thus, while the Americas and Asia showed remarkable growth, growth in Japan and Europe was limited. On a month-on-month basis, China (+5.5%) and Asia-Pacific (+5.3%) grew while Japan (-0.6%) and the Americas (-1.1%) were in a slightly corrective phase.
🟦 Summary
In April 2025, the global semiconductor market showed a strong recovery of 22.7% year-on-year on the back of AI and cloud demand, and recorded a monthly increase of 2.5%.
While demand for AI and cloud continues to support the market, regional differences persist. While there are regions such as Japan and Europe where the growth rate is limited, the Americas, China, and the Asian region are leading the global market
