Insight
White Papers
Memory
Semiconductors
Smartphones
Mobile Memory Cost Hikes: Industry Trends and OnePlus’ Strategic Response
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Sep 29, 2026
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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
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.
Sep 29, 2026
Insight
White Papers
Memory
Semiconductors
Smartphones
Mobile Memory Cost Hikes: Industry Trends and OnePlus’ Strategic Response
Download the Report
Sep 29, 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.
Sep 29, 2026
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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
