By 2025, AI will enter a phase of comprehensive deployment. Looking at the overall dynamics of the upstream semiconductor sector, chip companies related to smartphones have generally seen slowing or even declining revenue growth. However, components related to AI—particularly those tied to edge computing and inference—are showing a clear growth trend.
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China Semiconductor Market Brief – October 2025
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The Analyst Team
Hui He
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Hui is responsible for the analysis of China's semiconductor market with a focus on China's local semiconductor manufacturing and design trends, evaluating the impact of these trends on technical and financial factors. She also examines how new application ecosystems in China are shaping the semiconductor market.
Hui earned a master’s degree in microelectronics from Shanghai Jiao Tong University, China.
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