MILPITAS, CA – The global semiconductor industry followed traditional seasonal trends in the first quarter, but uncertainty surrounding new tariffs is expected to cause atypical shifts later this year, according to the SEMI trade group.

While electronics sales dipped 16% quarter-over-quarter and remained flat year-over-year, IC sales posted a 23% annual increase, fueled by AI and data center demand.

Capital expenditures rose 27% year-over-year, with memory capex surging 57% and wafer fab equipment spending up 19%.

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