2025 semiconductor boom: AI to drive growth while Trump era adds volatility

As 2024 concludes and 2025 begins, AI remains the cornerstone of semiconductor sector growth, fueling increased demand for foundry services. However, Donald Trump’s return to the presidency on January 20, 2025, introduces potential uncertainties. His administration’s policies could drive inflation and economic cooling, aligning with a predicted downturn in the semiconductor market cycle. This adds complexity to the outlook under the Trump 2.0 administration.

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2024 review: India’s growing electronics and semiconductor manufacturing ecosystem

As 2024 draws to a close, India’s electronics manufacturing and semiconductor industries have shown steady growth throughout the year, driven by global supply chain realignments, favorable government policies, and a vast domestic market. Recent political developments in the US are expected to accelerate these supply chain shifts further, strengthening India’s electronics manufacturing landscape.

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