AI data centers to drive semiconductor market in 2025, analysts say

Smartphone, EV slumps make chipmakers more dependent on one industry

20250110N chip factory Europe

Heavy AI data center investments by U.S. tech giants will help drive the market in 2025. (Photo obtained by Nikkei)

RYO MUKANO, TSUYOSHI TAMEHIRO and AYA ONISHI, Nikkei staff writers

TOKYO -- The global semiconductor market will rely on artificial intelligence in 2025 as data center demand skyrockets, according to analysts surveyed by Nikkei, as EV and smartphone-related demand remains mired in stagnation.

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