🌟 The semiconductor market is set to grow further in 2025, driven by technological innovations, new applications and increasingly sophisticated demand.
From international to Italian markets, we analyse the main trends, challenges and opportunities facing this key sector for the global industry.
📈 1. Global semiconductor market growth and new production records
According to the latest World Semiconductor Trade Statistics (WSTS) estimates, the global semiconductor market could exceed USD 600 billion by 2025, with an estimated annual growth rate of around 10%.
Key factors include:
Industrial automation and automotive: The spread of Advanced Driver Assistance Systems (ADAS) and autonomous driving require advanced chips to improve safety and efficiency.
Artificial Intelligence (AI) expansion: More sophisticated AI models require high-performance semiconductors such as ASICs (Application-Specific Integrated Circuits) and advanced GPUs.
5G and 6G: The evolution of telecommunications networks will drive the production of increasingly connected devices, with a growing demand for dedicated chips.
Data centres and cloud computing: The need to store and process data efficiently is driving massive investment in semiconductors for servers and infrastructure.
Global key projections for 2025
Annual growth: +10%.
Total value: ~$600 billion
Automotive: +15%.
AI-driven hardware: +25%.
🏭 2. Focus on Italy: productive excellence and strategic investments
🇮🇹 Italy plays a key role in the sector, with industrial poles of excellence contributing to European innovation and growth:
STMicroelectronics: With offices in Lombardy and Sicily, STMicroelectronics is a world leader in the production of semiconductors for automotive, IoT and industrial applications. The company continues to invest in research and development to maintain its competitive edge.
LFoundry of Avezzano, Italy: Specialising in the production of analogue and power semiconductors, LFoundry is a mainstay in the European market, providing high-reliability solutions for critical applications.
Working with both of these Italian excellences demonstrates Varisco & Co.'s commitment to supporting industry leaders with targeted solutions, technical advice and high-quality services.
News for the national market
European CHIPS Act: Italy is actively participating in IPCEI (Important Projects of Common European Interest) projects, aiming to strengthen local production and reduce dependence on non-European supplies.
Investment in human capital: Thanks to collaborations between universities and companies, the country is training new generations of technicians and engineers to fill the skills gap in the sector.
National Recovery and Resilience Plan (NRP): Funds dedicated to digitisation and technological innovation are stimulating the upgrading of Italy's production lines. New for the domestic market:
🌍 3. Technology trends that will drive 2025
Chiplets and modular architectures
🔧 The adoption of chiplets, small modular chips integrated in a single package, will improve flexibility and manufacturing efficiency. This technology is revolutionising semiconductor design, making systems more powerful and scalable.
Advanced materials: SiC and GaN
Silicon carbide (SiC) and gallium nitride (GaN) are gaining ground as key materials for energy-efficient applications, particularly in the automotive electrical and energy infrastructure sectors.
Sustainable production
🌿 Sustainability is at the heart of the industry. Manufacturers are implementing green technologies to reduce environmental impact, adopting less energy-intensive processes and recycling valuable materials.
Quantum computing and AI
Quantum computing research is accelerating, with semiconductors specifically designed to support applications requiring exponential computing power.
🚀 4. The sector's challenges
Despite the opportunities, the sector faces major obstacles:
Unstable supply chain: Geopolitical tensions, particularly between the US and China, continue to threaten the stability of raw material supplies.
Skills shortage: Demand for highly qualified technicians and engineers outstrips supply, requiring more specialised training.
Global competition: With Asia dominating the market, Europe and the US must accelerate investment to close the production gap.
🔗 Varisco & Co: your strategic partner for innovation
In an ever-changing industrial environment, Varisco & Co. stands out as a partner of choice for companies seeking reliable and innovative solutions. Thanks to our experience and collaborations with industry leaders, having examined the trends in the semiconductor market for 2025, we are ready to support our customers in optimising production processes and implementing advanced technologies with the best available means.
We offer a full range of services, including:
Specialised technical consultancy to identify the best operational solutions.
Provision of advanced technologies to ensure efficiency and high performance.
Targeted support to improve productivity and reduce operating costs.
💡 Meet the challenges of the future with a trusted partner
Contact us to find out how we can help you achieve your business goals!
