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.

Semiconductors

"Semiconductors" Data and Research

Marvell Rumoured To Be Acquiring Lumentum?

Tokens turn the racks into the product: Tier-2 ODMs are chasing while Tier-1 still dominates

Marvell Rumoured To Be Acquiring Lumentum?

Tokens turn the racks into the product: Tier-2 ODMs are chasing while Tier-1 still dominates

Tokens turn the racks into the product: Tier-2 ODMs are chasing while Tier-1 still dominates

Agent AI Memory Solutions Part 41: The Future of DRAM Scaling

Global Smartphone SoC Model Shipments Tracker – Q3 2026 (Preliminary View)

Yangtze Memory Technologies Corporation Vendor Profile (YMTC)

Smartphone SoC Profitability: How AI and Memory are Reshaping Margins

Memory Price Tracker, October 2026: Servers Binge, Phones Recycle, PCs Go on a Diet

Tokens turn the racks into the product: Tier-2 ODMs are chasing while Tier-1 still dominates

Agent AI Memory Solutions Part 41: The Future of DRAM Scaling

Global Smartphone SoC Model Shipments Tracker – Q3 2026 (Preliminary View)

Yangtze Memory Technologies Corporation Vendor Profile (YMTC)

Smartphone SoC Profitability: How AI and Memory are Reshaping Margins

Memory Price Tracker, October 2026: Servers Binge, Phones Recycle, PCs Go on a Diet

Opinion Leaders