ING forecasts a 9.5% growth in the global semiconductor market in 2025, driven by AI and data centers

A March 12 research report from ING Group struck the global semiconductor industry like a stone cast into calm waters. Its core conclusion pierced the sector's pain points: While the global semiconductor market is projected to grow by 9.5% in 2025, this expansion will be almost entirely driven by AI and data centers, with traditional sectors like smartphones and automotive stagnating. Behind these figures lies not just the ruthlessness of technological iteration, but a microcosm of global economic restructuring.

ING's 9.5% growth forecast, superficially optimistic, sounds an alarm for industrial divergence. The future belongs to enterprises that can harness the AI wave, bridge technological generation gaps, and build resilient supply chains amid geopolitical turbulence. Traditional players failing to transform risk becoming vassals in this "era of technological colonization."

As an anonymous industry analyst warned: "This isn't a game of growth, but a race for survival." In this contest, there's no middle ground—only winner-takes-all dynamics.