According to the latest report from market research firm IDC, the global semiconductor market is expected to recover in 2024 and see steady growth in 2025, driven primarily by the continuous growth in AI demand and the gradual recovery of non-AI demand. IDC predicts that the broad Foundry 2.0 market size will reach $298 billion in 2025, with a year-over-year growth of 11%, and the compound annual growth rate from 2024 to 2029 is forecasted to be 10%.

As a core sector, the wafer foundry market is expected to grow by 18% in 2025, with TSMC有望扩大至37%的市场份额得益于其先进的工艺和封装技术优势。In contrast, non-memory IDMs,受限于AI加速器部署不足，增长有限，预计仅增长2%。In the outsourced semiconductor packaging and testing (OSAT) sector, traditional businesses perform moderately, but the surge in demand for AI accelerators drives an increase in advanced packaging orders, with the industry expected to grow by 8% overall.