Signals across chips, fabs and compute

The global semiconductor market is poised for a strong rebound in 2025, with projected revenue of $743 billion (up 14% year-over-year). U.S. companies continue to lead with a 56% global share, while mainland China has significantly accelerated its efforts in capacity expansion, equipment localization, and building self-sufficient supply chains. However, the data also shows that China's foundry capacity covers only 71% of local electronics assembly, and its equipment self-sufficiency rate remains limited, highlighting a reality where strategic opportunities and structural challenges coexist.