Source: Huaqiang Microelectronics
Recently, the monthly data released by SIA shows that global semiconductor sales have continued to grow, marking that after experiencing short-term fluctuations, the entire industrial chain is entering a new stage of recovery and reconstruction in parallel. This article will provide an in-depth interpretation from three aspects: data, regional trends, and industrial significance.

Data Overview
According to the latest data released by SIA:
Global semiconductor sales in July 2025 were approximately 62 billion US dollars, an increase of about 20.6% year-on-year.
Global semiconductor sales in August 2025 were approximately 64.9 billion US dollars, an increase of about 21.7% year-on-year and 4.4% month-on-month.
On a quarterly basis, global chip sales in the second quarter of 2025 were approximately 179.7 billion US dollars, an increase of about 7.8% compared to the first quarter.
From these data, it can be seen that the global semiconductor market not only maintains a double-digit growth rate year by year, but also shows a recovery trend quarter-on-quarter.

Regional structure and driving factors
The Asia-Pacific region and the American market remain the main drivers of growth. SIA pointed out that the significant growth in demand for logic chips and memory chips is an important driving force for the market recovery.
Although the growth rate of the Chinese market is slightly lower than that of some regions, it still maintains double-digit growth, demonstrating its key role in the global supply chain.
From a policy perspective, many countries have gradually turned semiconductors into a "main technological battlefield" and an "industrial strategic high ground", promoting capital expenditure, capacity expansion and technological research and development.

Industrial chain and strategic significance
The market recovery indicates that equipment investment, packaging and testing, materials and downstream applications may enter a new growth cycle. For manufacturers in the upstream and downstream of the supply chain, it is a key opportunity to lay out the "next growth window".
Meanwhile, behind the growth lies the reconstruction of the industrial landscape: which region or country seizes the initiative in new product nodes, advanced manufacturing processes, and ecosystems will have a profound impact on the coming years.
For Chinese enterprises, it is essential to closely monitor changes in global supply and demand, technological policies, and the trade environment, so as to seize growth opportunities while also preventing risks in the industrial chain.
The latest data from SIA indicates that the global semiconductor industry is stabilizing and recovering from the trough and moving towards a new round of structured growth. For industry professionals, equipment/material suppliers, governments and investors, this is an important signal: front-end growth is restarting, and how to seize the initiative in the new cycle will be a new competition. We suggest keeping a close eye on three major dimensions: capacity release, technological substitution, and new regional layout.

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