Insight
White Papers
Memory
Semiconductors
Smartphones
Mobile Memory Cost Hikes: Industry Trends and OnePlus’ Strategic Response
Download the Report
2026年9月29日
日本語
Semiconductors
ファウンドリーから最終デバイスまでテクノロジーエコシステムをエンドツーエンドでカバーし、半導体・部品市場を支える基盤技術やトレンドを包括的かつ詳細に分析しています。
"Semiconductors" Data and Research
主な特徴 Foundry
主な特徴
Foundry
- 需給動向に関するほぼリアルタイムの市場インサイトを含む四半期データと、5年間の市場予測
- 供給側では、主要企業のファウンドリー生産能力、稼働率、プロセスノード移行など、世界の半導体ファウンドリー市場を包括的に分析
- 需要側では、スマートフォン、サーバー、PC、自動車、ネットワークなど15以上の主要用途におけるウェハ需要を分析
サービス内容
供給分析 - Supply Analysis
主要ファウンドリーのファブ別生産能力拡張、稼働率予測、ウェハ価格トレンド、先端ノード技術の進展を分析
需要分析 - Demand Analysis
- 主要テクノロジー、最終用途、主要顧客別のウェハ需要動向と予測
- AP SoC、AI GPU、AI ASIC、PC CPU／GPU、Wi-Fi、XR、TWS、スマートウォッチ、ADASなどをカバー
月次インテリジェンスレポート - Monthly Intelligence Report
ファウンドリー稼働率、生産能力拡張、ウェハ価格トレンド、先端パッケージングの進展、市場需要予測など、市場トレンドや注目テーマに焦点を当てたタイムリーな市場インテリジェンス
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.
2026年9月29日
Insight
White Papers
Memory
Semiconductors
Smartphones
Mobile Memory Cost Hikes: Industry Trends and OnePlus’ Strategic Response
Download the Report
2026年9月29日
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.
2026年9月29日
Related Research
Report
Semiconductor
Memory
AI
Cloud AI
Semiconductors
$Trillion Bottleneck: TSMC's AI Design Kit, Packaging as a Product and 3D DRAM in 2029
2026年9月28日
Report
Individual Reports
Individual reports - Smartphone
Display
Semiconductors
Smartphones
Handset Sales by Model January 2025 ��� July 2026
2026年9月22日
Report
Individual Reports
Individual reports - Smartphone
Display
Semiconductors
Smartphones
Handset Sales by Model January 2025 – June 2026
2026年9月22日
Report
Semiconductor
Foundry
Semiconductors
Foundry Market Supply Tracker, Q2 2026
2026年9月22日
Report
Semiconductor
Memory
Semiconductors
Memory Solutions for Generative AI - What Does YMTC's IPO Mean for the Semiconductor Industry
2026年9月21日
Report
Semiconductor
Memory
AI
Cloud AI
Semiconductors
The $Trillion Bottleneck: d-Matrix Raptor, AlChip and the Case Against Custom HBM
2026年9月19日
オピニオンリーダー
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
