The overall semiconductor industry experienced strong growth in 2024 mainly on the back of exceptional demand for AI specific ICs. Other areas of the industry such as those linked to industrial or automotive faced softer demand leading to a relative slow down.
As we just entered 2025, industry participants ask themselves whether this dynamic will continue or change. In this webinar, we will review the 2024 revenue development and 2025 outlook by application segment and value chain element. We will also explore the profitability and inventory development in the industry. Finally, we will explore how capital markets are assessing the various industry segments.
We will conclude the webinar with a discussion on major industry trends and strategic recommendations to guide participating companies through 2025 and beyond.
We look forward to welcoming you to one of our two virtual sessions. Please register and select a date!
Kind regards,
Nikolaus Lehmann, Partner Industrials
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