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Report

Optics, Interconnects & Networking Monthly Supply Chain & Market Pulse Intelligence, Aug 2026

Category

Industry:

Semiconductors, AI

Service:

Premium

Report Type:

Report

Time Period:

Monthly

Industry:

Semiconductors, AI

Report Type:

Report

Service:

Premium

Time Period:

Monthly

Summary

TypeReport
PublishedSeptember 15, 2026
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Coverage

AI
Automotive
Consumer Electronics
Display
eSIM
IoT & cIoT
Location Platform
Macro & Geopolitics
Manufacturing
Networks
Robotics
Semiconductors
Smartphones
Wearables

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Data

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© 2026 Counterpoint Research HK Limited

Author

Neil Shah

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Neil is a sought-after frequently-quoted Industry Analyst with a wide spectrum of rich multifunctional experience. He is a knowledgeable, adept, and accomplished strategist. In the last 18 years he has offered expert strategic advice that has been highly regarded across different industries especially in telecom. Prior to Counterpoint, Neil worked at Strategy Analytics as a Senior Analyst (Telecom). Neil also had an opportunity to work with Philips Electronics in multiple roles. He is also an IEEE Certified Wireless Professional with a Master of Science (Telecommunications & Business) from the University of Maryland, College Park, USA.

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Michael Kanellos

Michael Kanellos has covered semiconductors, data centers and renewable energy for over 30 years as an analyst, reporter and marketing executive. His work has appeared in CNET, Forbes, Wired, Greentech Media, the New York Times, USA Today, The San Francisco Chronicle, the Chicago Tribune and other publications. Along the way, he’s drunk biofuel, explored underground data centers, almost crashed an electric motorcycle prototype, and been zapped with a Taser to entertain crowds at CES.

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Gareth Owen

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Gareth has been a technology analyst for over 20 years and has compiled research reports and market share/forecast studies on a range of topics, including wireless technologies, AI & computing, automotive, smartphone hardware, sensors and semiconductors, digital broadcasting and satellite communications.

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