Driving growth are: inventory depletion in PCs, smartphones, automotive and industrial; electrification in automotive and industrial; AI PCs and AI smartphones and rising memory ASPs.
Wafer capacity pricing is expected to remain flat next year as foundry suppliers gradually improve utilisation rates and demand returns from their core fabless customers.
CapEx is expected to improve by 2H24 as revenue shipments match end demand and regional ChipAct incentives stimulate investment across the supply chain.
By 2026, IDC expects that AI silicon will account for almost $200 billion in semiconductor revenues.”
Stay up to date with the latest in industry offers by subscribing us. Our newsletter is your key to receiving expert tips.
Samsung scores another major foundry victory, expanding its roster of high-profile clients on advanced nodes. After Tesla selected the company in July to produce its AI6 processor under a $16.5 billio
Texas Instruments, a leading analog IC maker, has released its Q3 2025 results, with its cautious Q4 outlook sparking concerns over the broader semiconductor market. According to Reuters, the company
Global semiconductor sales reached $64.9 billion in August 2025, marking a remarkable 21.7% increase compared to the same period the previous year. This performance underscores the strength of a secto
