The advanced semiconductor segment continues to outpace total
market demand.
The share of the technology mix is projected to triple from 10% to
30% by 2028. Manufacturing is rapidly evolving toward AI-driven
operations, more localized supply chains, and strengthened cost
efficiency.
Key Metrics & Projections
-
AI & Automation: ~20% downtime reduction from
AI-driven operations.
-
Regionalization: Accelerated supply chain
localization trends.
-
Demand: Total demand reaching ~150 units while
advanced segments hit ~370 by 2028.
Total demand outlook
Moderate
Steady growth to 2028
Advanced segment
Strong
Outpacing total market
Advanced mix by 2028
~30%
Up from 10% in 2025
Total vs Advanced Segment Demand (2025–2028)
Advanced segment demand
Total demand
Advanced Segment Share of Total Mix (%)
Advanced segment %
AI & Automation
~20% downtime reduction from AI-driven manufacturing operations
Trend: Increasing
Supply Chain Localization
Accelerating regionalization of semiconductor supply networks
Trend: Accelerating
Cost Efficiency Initiatives
Strengthening cost optimization initiatives across the industry
Trend: Strengthening
