Chip sales are set to soar in 2025 — so long as there isn’t a trade war | Deloitte

Semiconductor chip sales are set to soar in 2025, led by generative AI and data center build-outs, even as demand from PC and mobile markets may be weak, according to Deloitte’s 2025 chip outlook report.

The semiconductor industry had a robust 2024, with expected double digit (19%) growth, and sales of $627 billion for the year. But that’s even better than the earlier forecast of $611 billion. And 2025 could be even better, with predicted sales of $697 billion, reaching a new all-time high, and well on track to reach the widely accepted aspirational goal of $1 trillion in chip sales by 2030. To get there, the chip industry only has to grow at a compound annual growth rate of 7.5% from 2025 to 2030.