Insight
White Papers
Memory
Semiconductors
Smartphones
Mobile Memory Cost Hikes: Industry Trends and OnePlus’ Strategic Response
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29. Sept. 2026
DEU
Semiconductors
Unsere End-to-End-Abdeckung des Tech-Ökosystems – von der Foundry bis zu Endgeräten – ermöglicht es uns, umfassende und tiefgehende Forschung zu den zugrunde liegenden Technologien und Trends zu liefern, die Halbleiter und Komponenten antreiben.
"Semiconductors" Data and Research
Kernfunktionen Foundry
Kernfunktionen
Foundry
- Quartalsdaten mit nahezu Echtzeit-Marktinsights zu Angebot- und Nachfragedynamiken sowie 5-Jahres-Forward-Marktprognosen.
- Die Angebotsseite bietet einen umfassenden Überblick über die globale Halbleiter-Foundry-Landschaft hinsichtlich Foundry-Kapazität, Auslastung und Technologie-Knoten-Übergängen über die wichtigsten Akteure hinweg.
- Die Nachfrageseite untersucht Wafer-Anforderungen über 15+ zentrale Endanwendungen, einschließlich Smartphones, Server, PC, Automotive und Networking.
Was ist enthalten?
Supply Analysis
Größere Foundry-Kapazitätserweiterungen nach Fabs, Auslastungsprognosen, Wafer-Preistrends und Entwicklungen bei Advanced-Node-Technologien.
Demand Analysis
Wafer-Nachfragetrends und Forecast über zentrale Technologien, Endanwendungen und Hauptkunden. Inklusive AP SoC, AI GPU, AI ASIC, PC CPU/GPU, WiFi, XR, TWS, Smartwatch, ADAS usw.
Monthly Intelligence Report
Liefert Echtzeit-Marktintelligenz mit Fokus auf Markttrends und Hot-Topic-Analysen, einschließlich Foundry-UT-Rate, Kapazitätserweiterungen, Wafer-Preistrends, Advanced-Packaging-Entwicklungen und Marktnachfrageprognosen.
Latest Research
Insight
PRs & Blogs
Foundry
Semiconductors
Global Foundry 2.0 Revenue Rises 25% YoY to a Record $96.6 Billion in Q2 2026 as Advanced Packaging Takes Center Stage
The global Foundry 2.0 market’s revenue grew 25% YoY to a record $96.6 billion in Q2 2026, accelerating from 24% in Q1 2026, driven by AI GPUs, custom AI ASICs and the broader AI infrastructure build-out, including server CPUs, networking chips and power management ICs.
29. Sept. 2026
Insight
White Papers
Memory
Semiconductors
Smartphones
Mobile Memory Cost Hikes: Industry Trends and OnePlus’ Strategic Response
Download the Report
29. Sept. 2026
Insight
PRs & Blogs
Foundry
Semiconductors
Global Foundry 2.0 Revenue Rises 25% YoY to a Record $96.6 Billion in Q2 2026 as Advanced Packaging Takes Center Stage
The global Foundry 2.0 market’s revenue grew 25% YoY to a record $96.6 billion in Q2 2026, accelerating from 24% in Q1 2026, driven by AI GPUs, custom AI ASICs and the broader AI infrastructure build-out, including server CPUs, networking chips and power management ICs.
29. Sept. 2026
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Individual Reports
Individual reports - Smartphone
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22. Sept. 2026
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22. Sept. 2026
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21. Sept. 2026
Meinungsführer
Vice President of Research
Neil Shah
Vice President of Research
Neil Shah
Research Director
MS Hwang
Research Director
MS Hwang
Associate Director
Ethan Qi
Associate Director
Ethan Qi
Associate Director
Brady Wang
Associate Director
Brady Wang
Associate Director
Gunnar Thoreson
Associate Director
Gunnar Thoreson
Senior Analyst
Parv Sharma
Senior Analyst
Parv Sharma
Senior Analyst
Shenghao Bai
Senior Analyst
Shenghao Bai
Senior Analyst
Anish Khajuria
Senior Analyst
Anish Khajuria
Senior Analyst
Shivani Parashar
Senior Analyst
Shivani Parashar
Principal Analyst
Soumen Mandal
Principal Analyst
Soumen Mandal
Senior Analyst
William Li
Senior Analyst
William Li
Principal Analyst at Large
Michael Kanellos
Principal Analyst at Large
Michael Kanellos
Vice President of Research
Neil Shah
Vice President of Research
Neil Shah
Research Director
MS Hwang
Research Director
MS Hwang
Associate Director
Ethan Qi
Associate Director
Ethan Qi
Associate Director
Brady Wang
Associate Director
Brady Wang
Associate Director
Gunnar Thoreson
Associate Director
Gunnar Thoreson
Senior Analyst
Parv Sharma
Senior Analyst
Parv Sharma
Senior Analyst
Shenghao Bai
Senior Analyst
Shenghao Bai
Senior Analyst
Anish Khajuria
Senior Analyst
Anish Khajuria
Senior Analyst
Shivani Parashar
Senior Analyst
Shivani Parashar
Principal Analyst
Soumen Mandal
Principal Analyst
Soumen Mandal
Senior Analyst
William Li
Senior Analyst
William Li
Principal Analyst at Large
Michael Kanellos
Principal Analyst at Large
Michael Kanellos
