Against the backdrop of rising demand for generative AI and data centers, the global semiconductor market continued to grow strongly in both the second quarter and June 2025, with regional differences becoming clearer.
🟦 Global semiconductor sales expanded to 9.7 billion in Q2 and .9 billion in June
According to SIA’s announcement, revenue in the second quarter of 2025 reached $179.7 billion, representing +7.8% year-on-year and approximately +20% year-on-year growth. June alone also recorded $59.91 billion, an increase of +19.6% year-on-year and +1.5% month-on-month. This is the 20th consecutive month of year-on-year growth, indicating the resilience of the market.
- Quarterly data: Q2 sales of $179.7 billion (+7.8% compared to Q1, +20% year-on-year)
- Monthly data: June sales of $59.9 billion (+19.6% YoY, +1.5% MoM)
- Consecutive increase: 20 consecutive months of year-on-year growth
🟦 Generative AI demand and regional trends are the background
The biggest factor boosting the market is the increasing investments related to generative AI and cloud. The demand for GPUs, HBM (high-bandwidth memory), and advanced logic semiconductors, which are essential for AI processing, expanded, with notable growth particularly in the United States and Asia-Pacific.
- Americas: $18.3 billion (+24.1%) – AI-related demand soared, led by NVIDIA and AMD
- Asia-Pacific ex-Japan & China): $16.3 billion (+34.2%) – Taiwanese and Korean foundries and memory companies perform well
- China: $17.2 billion (+13.1%) – steady growth on the back of accelerated domestic semiconductor development
- Europe: $4.4 billion (+5.3%) – resilient for automotive and industrial equipment
- Japan: $3.7 billion (-2.9%) – Unable to ride the wave of AI demand due to automotive-dependent structure
In this way, while generative AI will become a global growth driver, the Japan market will be left behind.
🟦 Summary
- Q2 sales were $179.7 billion, up 7.8% year-on-year and up about 20% year-on-year
- June alone was $59.9 billion, up 19.6% year-on-year, the 20th consecutive month of increase
- Americas and Asia-Pacific drive growth, while Japan has negative growth
The global semiconductor market continues to grow strongly, led by AI. In the future, demand for advanced semiconductors may spread not only to generative AI and data centers, but also to the mobile and automotive fields.
How Japan can follow this wave will be a big focus.
