Gartner 3Q25 Update: The Impact of Semiconductor Trends on Supply Chains

The global semiconductor market is currently experiencing a three-year up-cycle of double-digit revenue growth. In this session, we will provide an update to the previous Gartner forecast, which projected revenues to reach $760B in 2025, a 15.7% year-over-year increase and potentially $1T by 2029. This forecast signals a shift away from traditional market patterns. Growth is being driven by AI, high-bandwidth memory, networking chips and power modules. Market volatility is rising, leading to changes in supply chain strategies including increased safety stock, buffer buys, spot pricing and device consolidation. 

Join this exclusive, invite-only, complimentary Gartner supply chain webinar as Gartner experts deliver key market forecasts and actionable insights to help chief supply chain and procurement officers adapt to the evolving semiconductor landscape. The session will cover emerging risks, scenario planning and macro trends that now demand company-wide attention. Is your supply chain strategy agile enough to capture new opportunities and manage risks in today’s volatile semiconductor landscape? You will walk away from this session with answers to your vital questions and recommended actions to help you achieve your goals.

• Understand the current forecast and revenue state of the semiconductor market to inform your strategic planning

• Leverage projections for 2025–2029 to align your supply chain and procurement strategies with anticipated industry growth and shifts

• Monitor key high-tech macro trends tied to operating indicators and emerging risks
  
  

Return to this web page to watch the webinar. Contact us at gartnerwebinars@gartner.com with questions about viewing this webinar.