By 2025, the semiconductor market is set to experience robust growth. This surge will be propelled by two key drivers: an explosive demand for artificial intelligence (AI) and the recovery of the entire industry chain. These factors will lay a solid foundation for the high-quality development of the digital economy. Looking ahead to 2026, the semiconductor industry will further propel the widespread adoption of end-to-cloud collaboration and inclusive intelligence.

Richard Kingston, Vice President of Market Intelligence, Investors, and Public Relations at Ceva, emphasized that the edge artificial intelligence market is emerging as a pivotal segment within the semiconductor industry. The growing need for low power consumption, high performance, minimal latency, compact designs, as well as flexibility and programmability, is fueling continuous innovation in semiconductor technology.

As AI technology continues to permeate various sectors, the demand for semiconductors in smartphones, autonomous driving, smart homes, and other areas will keep climbing. Simultaneously, the global semiconductor market is undergoing structural changes. Spurred by multiple policies, the localization process is significantly accelerating. Bolstered by technological breakthroughs, capacity expansion, and policy support, Chinese semiconductor companies are gradually making a leap from "substitution" to "leadership" in key sectors. In 2026, the semiconductor industry will witness even more technological innovations and market opportunities, introducing new dynamics into the global industrial landscape.