Insight
PRs & Blogs
AI
Semiconductors
Lightmatter Links with ODMs to Pave a Glide Path for CPO
The optical computing specialist will show off two CPO-centric reference designs at OCP 2026 this week:
Oct 14, 2026
ENG
Semiconductors
Our end-to-end coverage of the tech ecosystem – from foundry to end-user devices – allows us to offer comprehensive and deep-dive research around the underlying technologies and trends that power semiconductors and components.
"Semiconductors" Data and Research
Key Features Foundry
Key Features
Foundry
- Quarterly data with near real-time market insights on both Supply and Demand dynamics and 5-year forward-looking market forecasts.
- Supply side covers comprehensive overview of the global semiconductor foundry landscape of foundry capacity, utilization rates, and technology node transitions across major players.
- Demand side examines wafer requirements across 15+ key end applications, including Smartphones, Server, PC, Automotive, and Networking sectors.
What is included?
Supply Analysis
Major foundry capacity expansions by fabs, utilization rate forecasts, wafer pricing trends, and advanced node technology developments.
Demand Analysis
Wafer demand trends and forecast across key technologies, end applications, and major customers. Including AP SoC, AI GPU, AI ASIC, PC CPU/GPU, WiFi, XR, TWS, Smartwatch, ADAS, etc.
Monthly Intelligence Report
Deliver real-time market intelligence content focuses on market trends and hot topic analysis, including foundry UT Rate, capacity expansion, wafer price trends, advanced packaging developments, and market demand forecasts.
Latest Research
Insight
CP Conversations
AI
Semiconductors
Smartphones
Counterpoint Conversations: Qualcomm Explains Dual-Flagship Strategy, AI Gaming, Smarter Cameras & Sustained Performance
Qualcomm, at the Snapdragon Summit 2026 in Maui, announced two new flagship chipsets: the Snapdragon 8 Elite Gen 6 and the new Snapdragon 8 Elite Extreme Gen 6. At the summit, Counterpoint Senior Analyst Emily Herbert sat down with Lekha Motiwala, Senior Director of Mobile Product Management at Qualcomm, to discuss the dual-flagship strategy, the role of AI-native Adreno Matrix cores in gaming, and why sustained performance is becoming more important as workloads get more complex.
Oct 14, 2026
Insight
PRs & Blogs
AI
Semiconductors
Lightmatter Links with ODMs to Pave a Glide Path for CPO
The optical computing specialist will show off two CPO-centric reference designs at OCP 2026 this week:
Oct 14, 2026
Insight
CP Conversations
AI
Semiconductors
Smartphones
Counterpoint Conversations: Qualcomm Explains Dual-Flagship Strategy, AI Gaming, Smarter Cameras & Sustained Performance
Qualcomm, at the Snapdragon Summit 2026 in Maui, announced two new flagship chipsets: the Snapdragon 8 Elite Gen 6 and the new Snapdragon 8 Elite Extreme Gen 6. At the summit, Counterpoint Senior Analyst Emily Herbert sat down with Lekha Motiwala, Senior Director of Mobile Product Management at Qualcomm, to discuss the dual-flagship strategy, the role of AI-native Adreno Matrix cores in gaming, and why sustained performance is becoming more important as workloads get more complex.
Oct 14, 2026
Related Research
Report
Emerging Tech
HPC
AI
Cloud AI
Semiconductors
Optics, Interconnects & Networking Monthly Supply Chain & Market Pulse Intelligence, Oct 2026
Oct 14, 2026
Report
Semiconductor
Smartphone SoC
Semiconductors
Smartphone AP/SoC
Global Smartphone SoC Gross Margin Analysis, Q2 2026
Oct 12, 2026
Report
Individual Reports
Individual reports
Semiconductors
SEMICON India 2026 Shifts Focus from Manufacturing to Broader Ecosystem
Oct 9, 2026
Report
Semiconductor
Memory
Semiconductors
Agent AI Memory Solutions - Clearing Up Three Misunderstandings
Oct 9, 2026
Report
Semiconductor
Smartphone SoC
Semiconductors
Smartphone AP/SoC
Global Smartphone SoC Sales and Revenue Tracker, Q2 2026
Sep 29, 2026
Report
Semiconductor
Memory
AI
Cloud AI
Semiconductors
$Trillion Bottleneck: Memory Wall :: TSMC's AI Design Kit, Packaging as a Product and 3D DRAM in 2029
Sep 28, 2026
Opinion Leaders
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
