Core Insights - The semiconductor industry faces significant challenges, including talent risk and protectionism, which are seen as the top concerns for the next three years [5][11][22] - Digital transformation and the implementation of generative AI are prioritized strategies for companies in the semiconductor sector [5][32] - The emergence of non-traditional semiconductor companies, such as tech giants and automotive firms, is intensifying competition for talent in the industry [5][28] Industry Challenges - Protectionism and tariffs are identified as major issues for the semiconductor industry, alongside talent risks [5][11] - Geopolitical uncertainties, including armed conflicts and trade barriers, are expected to impact the industry's development trends significantly [11][12] - Supply chain disruptions are viewed as a top risk, with 35% of respondents highlighting this concern [12][13] Product Applications and Development - Microprocessors, including GPUs, are anticipated to drive growth in the semiconductor industry over the next year [6][41] - AI applications have emerged as the leading revenue growth driver for the semiconductor sector, with cloud computing and data centers following closely [6][48] - The automotive sector, previously a major growth driver, has dropped to fourth place in terms of revenue growth contribution [6][48] Financial Forecasts - 86% of companies expect revenue growth in 2025, with 63% planning to increase capital expenditures [51][62] - 72% of respondents anticipate an increase in R&D spending, reflecting a strong focus on innovation [63] - Despite economic uncertainties, the overall outlook for the semiconductor industry remains optimistic, with a confidence index rising to 59 [73] Operational Strategies - Increasing regional diversity is a key operational focus to enhance supply chain flexibility and resilience [75] - Companies are adjusting strategies to reduce excess inventory in response to current economic conditions [76] - Talent development and retention are critical, with 62% of companies planning to increase workforce recruitment [64][71]