Semiconductor Market

WSTS forecasts a strong semiconductor market with $180 billion in sales for Q2 2025, a 19.6% year-over-year increase. This marks the sixth consecutive quarter of over 18% YoY growth. Nvidia leads the ranking of top semiconductor companies (excluding foundries and companies like Apple) with a projected $45 billion in revenue. Memory giants Samsung and SK Hynix follow. Nvidia’s stock surge, driven by AI demand, has significantly increased CEO Jensen Huang’s net worth, placing him among the world’s wealthiest individuals.

Canon will begin operations at its expanded lithography equipment factory in Utsunomiya, Japan, this September, its first expansion in 21 years. Aimed at capturing AI-driven semiconductor demand and challenging ASML, Canon invested $345M in the facility and it will use both UV and nanoimprint lithography (NIL). NIL offers cost and energy savings. Production is projected to reach full capacity by 2027, increasing Canon’s total annual output by 30%. Canon hopes NIL will give it a foothold amidst rapid growth in the AI infrastructure market.