Insight
In the Press
AI
Semiconductors
The U.S. says China’s AI progress is down to ‘distillation.’ But is it that clear cut?
Analysts have highlighted the lack of access to key technology as a reason for Chinese innovation.
19. 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 Memory
Kernfunktionen
Memory
- Quartalsweise Tracker und Prognosen mit Insights
- Markttrendanalyse mit Insights zu Nachfrage, Angebot und Technologie.
Was ist enthalten?
Memory Tracker and Outlook
- Liefert quartalsweise Liefer- und Produktionsdaten mit mittel- bis langfristigen Prognosen sowie ein Mobile-Sell-through-Demand-Tracking auf Basis unserer proprietären Mobile-Tracker,
- mit potenzieller Erweiterung auf PC und Server.
Industry Beats
Analyse der Technologietrends sowie der Marktdynamiken einschließlich Angebot und Nachfrage.
Monthly Memory Tracker
Liefert Memory-Vertragspreise und Ausblick auf Basis von Echtzeit-Daten und Insights. Zeigt Preisstatus repräsentativer Modelle für jede Anwendung (Mobile, PC, Server) und die Schlüsselfaktoren, die Preise beeinflussen.
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Insight
In the Press
AI
Semiconductors
The U.S. says China’s AI progress is down to ‘distillation.’ But is it that clear cut?
Analysts have highlighted the lack of access to key technology as a reason for Chinese innovation.
19. Sept. 2026
Insight
PRs & Blogs
Smartphone AP/SoC
Smartphones
삼성 엑시노스, 2분기 글로벌 스마트폰 AP 점유율 9%로 최고치 경신
삼성 엑시노스, 2026년 2분기 점유율 9%로 전분기 대비 2%포인트 상승
18. Sept. 2026
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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
