Long-term and medium- to long-term growth outlook for the semiconductor-related market
First written in FY2024-Q2. 10 of 14 entries say "Advanced", first in FY2024. Latest entry: 2026-11-09.
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- FY2026AdvancedAnnual report
「The semiconductor device market expanded from approximately $350 billion in 2016 to approximately $610 billion in 2022, a 1.7-fold increase, and is expected to grow at a compound annual growth rate of 14.5% from 2023 to 2030.」
Updates the market forecast period through 2030 and provides a compound annual growth rate of 14.5% for the semiconductor device market, a compound annual growth rate of 9.9% for the semiconductor manufacturing equipment market, and a forecast for the 2030 market size. - FY2026-H1RestatedAnnual report
「Over the medium to long term, the semiconductor-related market is expected to achieve substantial growth, driven by the recovery and expansion of demand for consumer electronics, further expansion of data centers resulting from the spread of AI, IoT and DX, and investment in green transformation and other areas.」
Continues the medium- to long-term growth outlook for the semiconductor-related market, driven by AI, IoT, DX, data center expansion and green transformation. - FY2025AdvancedAnnual report
「The semiconductor device market expanded from approximately $350 billion in 2016 to approximately $610 billion in 2022, a 1.7-fold increase, and is expected to grow at a compound annual growth rate of 10.9% from 2023 to 2029.」
Updates the forecast period for the semiconductor device market through 2029 and provides a compound annual growth rate of 10.9%, a compound annual growth rate of 8.0% for the semiconductor manufacturing equipment market, and a forecast for the 2029 market size. - FY2025-H1AdvancedAnnual report
「Demand for advanced-node DRAM in the semiconductor device market is increasing against the backdrop of the spread of generative AI. Capital investment in advanced nodes by Logic/Foundry companies is accelerating, and although some investment restraint is evident, the market is generally recovering. The view that NAND will enter a recovery phase toward the end of the fiscal year ending March 2025 remains unchanged.」
In addition to the medium- to long-term growth outlook, specifically indicates rising demand for advanced-node DRAM driven by generative AI, accelerating Logic/Foundry investment, and the outlook for NAND recovery toward the end of the fiscal year. - FY2024AdvancedAnnual report
「The semiconductor device market expanded from approximately $300 billion in 2010 to approximately $610 billion in 2022, 12 years later, more than doubling in size, and is expected to grow at a compound annual growth rate of 9.5% from 2023 to 2028. The semiconductor manufacturing equipment market expanded from approximately $30 billion in 2010 to approximately $98 billion in 2022, 12 years later, more than tripling in size, and is expected to grow at a compound annual growth rate of 7.5% from 2023 to 2028.」
While maintaining the previous medium- to long-term growth outlook, provides specific forecasts of 9.5% and 7.5% compound annual growth from 2023 to 2028 for the semiconductor device market and semiconductor manufacturing equipment market, respectively. - FY2024-Q3RestatedAnnual report
「Over the medium to long term, the semiconductor-related market is expected to achieve substantial growth, driven by the expansion of data centers resulting from the spread of 5G, AI, IoT and DX, as well as investment in reducing environmental impact (GX). Accordingly, although investment in NAND remains restrained, investment in DRAM, including mature nodes, and Logic remains steady overall, while investment in advanced product development continues.」
While maintaining the medium- to long-term growth outlook for the semiconductor-related market, adds continued restraint on NAND investment, steady investment in DRAM and Logic, and ongoing investment in advanced product development. - FY2024-Q2First statedAnnual report
「Over the medium to long term, the semiconductor-related market is expected to achieve substantial growth, driven by the expansion of data centers resulting from the wider adoption of 5G, AI, IoT and DX, as well as investment in reducing environmental impact, including GX.」
Indicates a medium- to long-term growth outlook for the semiconductor-related market, driven by 5G, AI, IoT, DX, data centers and GX.