Counterpoint Quarterlies aggregate important notes we’ve published during the past three months – all organized by research area.

Counterpoint Quarterly Q3 2025: Semiconductors

The Semiconductors edition brings together all of our semiconductors-related notes from Q3 2025. It offers a comprehensive collection of data, insights, and a deeper analysis of the key thoughts and perspectives from our analysts throughout the quarter.

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  • AI + XR 360 Summit on November 17, 2025
  • Qualcomm to Acquire Alphawave Semi for $2.4 billion
  • SK hynix and Samsung Neck-and-Neck in Q2 Revenue
  • MWC Shanghai 2025: AI & 5G Applications and Device Innovations
  • Embedded Optical Transmission Tech, Arrival of CPO Set to Deliver AI Supercomputing at Scale
  • Memory Solutions for Gen AI Part 15: HBM, China, and AI Investment Paradox
  • A Detailed Look at the Shifting BoM Cost of Samsung Galaxy S23 Ultra, S24 Ultra, and S25 Ultra
  • From System to Silicon: Tata’s Role in Expanding India’s Electronics Manufacturing Ecosystem
  • Hybrid Bonding – Road to Packaging a Trillion Transistors
  • Global Pure-Play Semiconductor Foundry Revenues to Grow 17% YoY in 2025, Driven by AI, High-Performance Computing Chips
  • Samsung’s Q2 2025 Memory Performance Disappoints but Signals H2 Recovery
  • Memory Solutions for Gen AI Part 16: Advanced Packaging Part 2, Memory’s New Battleground
  • Marvell Pioneering Drive into New Era of Cloud-Optimized Silicon
  • Signs of Change in Global OLED Evaporation Material Market as Chinese Companies Forge Ahead
  • Lam Research Posts Record FY 2025 Revenue Driven by Strong Systems Sales
  • Dimensity Gaining Traction in Flagship Devices
  • Samsung Looks to Chip Away at TSMC Position With Tesla Deal
  • Global Semiconductor Revenues to Exceed $1 Trillion by 2030 Driven by Agentic AI, Onset of Physical AI
  • Memory Solutions for Gen AI Part 17: At a Crossroads: The Return of Legacy and the Uncertainty of HBM
  • Top 5 Wafer Fab Equipment Makers’ Revenue Grows 20% YoY in Q2 2025; India Offers Strong Opportunity for Long-Term Revenue Growth
  • ASUS Ascent GX10 Supercomputer: Local AI Powerhouse for Developers
  • Is Broadcom’s Scale-up Ethernet (SUE) a threat to NVIDIA?
  • Custom XPUs Driving Broadcom’s Growth into 2026 and Beyond
  • Global Semiconductor Foundry 2.0 Market’s Q2 2025 Revenue Up 19% YoY Driven by Advanced Process and Packaging
  • Infographic: XREAL One BoM Cost Share
  • Semis in Focus September 2025 Edition
  • Qualcomm, Google Partner on Framework to Help Automakers Bring Custom AI Agents to Cars
  • MediaTek Dimensity 9500: Powering Next-Gen Flagship Smartphones with On-Device GenAI, 100 TOPS, Gaming Excellence
  • Premium Smartphone SoC Shipments to Surge in 2025, Boosting On-device GenAI SoC Growth
  • Silicon Photonics: Powering Next Era of Computing