Scenario of Semi Industry Recovery

ISES Docs:

The semiconductor industry is likely to take unprecedented growth in the future.

Main driver of the semiconductor industry has been personal consumption to stimulate PC/TV/Smart phone, but from now on, government investments, such as DX/GX, will be added to the semiconductor driver.

In addition, the use of generative AI will revitalize the market for massive servers and communication equipment.

Akira Minamikawa photo

Akira Minamikawa

Senior Analyst


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