Insight
PRs & Blogs
AI
Semiconductors
Tenstorrent at The Open Frontier: RISC-V Everywhere
Tenstorrent positions itself as a full-stack AI company that spans IP, silicon, systems, software and cloud. It licenses both CPU and AI IP.
16. Okt. 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
Report
Semiconductor
Memory
Semiconductors
Memory Price Tracker, October 2026: Servers Binge, Phones Recycle, PCs Go on a Diet
1. Overview Memory prices are still rising across every segment in Q4 2026. AI inference demand and CSP stockpiling are pushing server DRAM and NAND higher. Smartphone OEMs are turning to recycled memory ICs to cut costs. PC makers face much steeper increases, and they are coping by capping specs, raising ASPs, and keeping products on the market longer.
16. Okt. 2026
Insight
PRs & Blogs
AI
Semiconductors
Tenstorrent at The Open Frontier: RISC-V Everywhere
Tenstorrent positions itself as a full-stack AI company that spans IP, silicon, systems, software and cloud. It licenses both CPU and AI IP.
16. Okt. 2026
Report
Semiconductor
Memory
Semiconductors
Memory Price Tracker, October 2026: Servers Binge, Phones Recycle, PCs Go on a Diet
1. Overview Memory prices are still rising across every segment in Q4 2026. AI inference demand and CSP stockpiling are pushing server DRAM and NAND higher. Smartphone OEMs are turning to recycled memory ICs to cut costs. PC makers face much steeper increases, and they are coping by capping specs, raising ASPs, and keeping products on the market longer.
16. Okt. 2026
Related Research
Report
Semiconductor
Memory
Semiconductors
Memory Price Tracker, October 2026: Servers Binge, Phones Recycle, PCs Go on a Diet
16. Okt. 2026
Report
Emerging Tech
HPC
AI
Cloud AI
Semiconductors
Optics, Interconnects & Networking Monthly Supply Chain & Market Pulse Intelligence, Oct 2026
14. Okt. 2026
Report
Semiconductor
Smartphone SoC
Semiconductors
Smartphone AP/SoC
Global Smartphone SoC Gross Margin Analysis, Q2 2026
12. Okt. 2026
Report
Individual Reports
Individual reports
Semiconductors
SEMICON India 2026 Shifts Focus from Manufacturing to Broader Ecosystem
9. Okt. 2026
Report
Semiconductor
Memory
Semiconductors
Agent AI Memory Solutions - Clearing Up Three Misunderstandings
9. Okt. 2026
Report
Semiconductor
Smartphone SoC
Semiconductors
Smartphone AP/SoC
Global Smartphone SoC Sales and Revenue Tracker, Q2 2026
29. 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
