CFA：2025年春季全球半导体与先进材料行业并购策略与市场趋势报告（英文版）（27页）.pdf

1、Semiconductors and Advanced Materials Industry News|Spring 2025|Page 1Semiconductors and Advanced MaterialsINDUSTRY REPORTSpring|2025CREAT IN GM&A STRATEGIES FOR BUSINESS OWNERSSINCE 1956Semiconductors and Advanced Materials Industry News|Spring 2025|Page 2Table of ContentsMarket Observations.3Trans

2、action Highlights.9Public Companies .12CFA Overview.21Semiconductors and Advanced Materials Industry News|Spring 2025|Page 3Market ObservationsSemiconductors and Advanced Materials Industry News|Spring 2025|Page 4Market SummarySemiconductor Market As per the World Semiconductor Trade Statistics(WSTS

3、),the global semiconductor sector is expected to grow by 11.2%and reach$697.2 billion in 2025.This growth is driven by strong performance in the logic and memory segments,which is expected to cross$400 billion in market size.The logic and the memory segments are expected to grow by 17.0%and 13.0%,re

4、spectively.This growth will be driven by high-performance processors supporting computing and AI-related applications.The Department of Commerce in the US announced a$1.4 billion investment to create domestic advanced semiconductor packaging capabilities,with funding allocated to facilities located

5、in New York and Oregon,which marks a strategic effort to strengthen the US chip manufacturing infrastructure.In terms of innovation,Ambiqs Apollo510 microcontroller has received the“IoT Semiconductor Solution of the Year”award for demonstrating a 300 x improvement in the inference throughput per jou

6、le,reinforcing the momentum behind ultra-low-power edge AI processing.In the EU,the leading semiconductor firms have approached the European Commission to implement a“Chips Act 2.0”,focusing on AI chip production to compete with the US and Asian countries in the next generation of technologies.In th