<p>➀ The uncertainty of tariff policies due to the escalating US-China trade tensions is deeply impacting the global semiconductor market.</p><p>➁ TechInsights' latest report outlines various scenarios, including a 'base case' with stable tariffs, a 'moderate impact' case with increased tariffs, and an 'extreme impact' case with severe tariffs.</p><p>➂ Under the base case, the global semiconductor market is expected to reach approximately $777 billion in 2025 and $844 billion in 2026, with steady growth in data center and AI chip demand.</p><p>➃ In the moderate impact case, the market is projected to decline to $736 billion in 2025 and $699 billion in 2026.</p><p>➄ The extreme impact case predicts a market size of $696 billion in 2025 and a sharp drop to $557 billion in 2026, with significant impacts on data center construction costs, semiconductor equipment orders, and consumer demand.</p>
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