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New Semiconductor Cycle Driven by AI: Power Technology as Key Support
20
11
2025

Under the rapid advancement of AI and other cutting-edge technologies, the global semiconductor industry is entering a new growth cycle.
Latest data shows that semiconductor sales are expected to reach $697 billion in 2025, representing an 11% year-on-year increase. This remarkable growth is primarily driven by the rapid expansion of the data center market and the widespread application of AI technologies across various fields.

 


 

1. Industry Development Faces Multiple Challenges

Despite strong market performance, the semiconductor industry still faces numerous challenges. Global supply chain disruptions and geopolitical tensions persist, causing fluctuations in raw material costs and hindering international collaboration. While leading companies maintain revenues in the hundreds of billions of dollars, the external environment’s uncertainty continues to put pressure on profitability. These factors are prompting enterprises to optimize operations and implement more cost-effective development strategies.

 


 

2. Sustained Increase in R&D Investment

To address industry challenges and seize growth opportunities, semiconductor companies are significantly increasing capital expenditure and R&D investment. Top-tier companies are investing over 20% of annual revenue in R&D, demonstrating a strong commitment to long-term development, operational efficiency, and manufacturing technology advancement. Such high-intensity R&D investment not only drives continuous breakthroughs in semiconductor manufacturing processes but also places higher demands on supporting power supply technologies.

 


 

3. Power Technology Innovation Becomes a Key Support

The rapid growth of the semiconductor industry places unprecedented demands on power supply technology. From wafer fabrication to chip testing, every stage requires stable, precise, and efficient power solutions. Especially in advanced processes and complex manufacturing, power stability, response speed, and energy efficiency directly affect product yield and production efficiency. This demand is driving power technology toward higher precision, faster response, and stronger stability.

 


 

The thriving semiconductor industry is giving rise to a new industrial ecosystem. As AI, data centers, and other cutting-edge fields continue to drive semiconductor demand, power technology as a key supporting link is increasingly forming a close synergy with the semiconductor industry. This deep integration not only fosters technological innovation but also creates new models for industrial cooperation and development opportunities.

Amid continuous advancements in semiconductor manufacturing processes, breakthroughs in power technology have become particularly critical. From the extreme voltage stability requirements of nanometer-scale processes to the urgent energy management needs of large-scale production lines, power technology has become a key factor limiting semiconductor industry growth. This deepening technological dependence encourages tighter collaboration across the entire supply chain.

The 2026 World Power Industry Expo, as an important platform connecting technological innovation with industrial application, will build a comprehensive exchange and cooperation network across the entire industry chain. By bringing together global leading enterprises, research institutions, and professional audiences, the expo aims to foster an open, collaborative innovation ecosystem and promote the deep integration of power technology with the semiconductor industry.

Highlights of the expo include:

  • Cutting-edge breakthroughs and innovative applications in power technology

  • Cross-disciplinary technical exchanges and idea collisions

  • Multi-level communication mechanisms

  • In-depth cooperation across industry, academia, research, and application

The collaborative innovation between the semiconductor industry and power technology is becoming an important force driving global technological progress. This integration not only promotes technological upgrades in related industries but also has far-reaching impacts on energy efficiency improvements and sustainable development. By building a closer industrial collaboration network and fostering positive interactions between technological innovation and industrial upgrading, it will inject new momentum into high-quality global economic development.