Insight

Counterpoint Quarterly Q3 2025: Semiconductors

October 9, 2025

Counterpoint Quarterlies aggregate important notes we’ve published during the past three months – all organized by research area.

Counterpoint Quarterly Q3 2025: Semiconductors

The Semiconductors edition brings together all of our semiconductors-related notes from Q3 2025. It offers a comprehensive collection of data, insights, and a deeper analysis of the key thoughts and perspectives from our analysts throughout the quarter.

PDF | 66 Pages

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AI + XR 360 Summit on November 17, 2025
Qualcomm to Acquire Alphawave Semi for $2.4 billion
SK hynix and Samsung Neck-and-Neck in Q2 Revenue
MWC Shanghai 2025: AI & 5G Applications and Device Innovations
Embedded Optical Transmission Tech, Arrival of CPO Set to Deliver AI Supercomputing at Scale
Memory Solutions for Gen AI Part 15: HBM, China, and AI Investment Paradox
A Detailed Look at the Shifting BoM Cost of Samsung Galaxy S23 Ultra, S24 Ultra, and S25 Ultra
From System to Silicon: Tata’s Role in Expanding India’s Electronics Manufacturing Ecosystem
Hybrid Bonding – Road to Packaging a Trillion Transistors
Global Pure-Play Semiconductor Foundry Revenues to Grow 17% YoY in 2025, Driven by AI, High-Performance Computing Chips
Samsung’s Q2 2025 Memory Performance Disappoints but Signals H2 Recovery
Memory Solutions for Gen AI Part 16: Advanced Packaging Part 2, Memory’s New Battleground
Marvell Pioneering Drive into New Era of Cloud-Optimized Silicon
Signs of Change in Global OLED Evaporation Material Market as Chinese Companies Forge Ahead
Lam Research Posts Record FY 2025 Revenue Driven by Strong Systems Sales
Dimensity Gaining Traction in Flagship Devices
Samsung Looks to Chip Away at TSMC Position With Tesla Deal
Global Semiconductor Revenues to Exceed $1 Trillion by 2030 Driven by Agentic AI, Onset of Physical AI
Memory Solutions for Gen AI Part 17: At a Crossroads: The Return of Legacy and the Uncertainty of HBM
Top 5 Wafer Fab Equipment Makers’ Revenue Grows 20% YoY in Q2 2025; India Offers Strong Opportunity for Long-Term Revenue Growth
ASUS Ascent GX10 Supercomputer: Local AI Powerhouse for Developers
Is Broadcom’s Scale-up Ethernet (SUE) a threat to NVIDIA?
Custom XPUs Driving Broadcom’s Growth into 2026 and Beyond
Global Semiconductor Foundry 2.0 Market’s Q2 2025 Revenue Up 19% YoY Driven by Advanced Process and Packaging
Infographic: XREAL One BoM Cost Share
Semis in Focus September 2025 Edition
Qualcomm, Google Partner on Framework to Help Automakers Bring Custom AI Agents to Cars
MediaTek Dimensity 9500: Powering Next-Gen Flagship Smartphones with On-Device GenAI, 100 TOPS, Gaming Excellence
Premium Smartphone SoC Shipments to Surge in 2025, Boosting On-device GenAI SoC Growth
Silicon Photonics: Powering Next Era of Computing

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Team Counterpoint

Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.