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CII will be organizing a Seminar on "Hearables and Wearables: Enabling Localization, Catalyzing Innovation and Accelerating Global Competitiveness" on Thursday, 20 August 2026, in New Delhi.
• At its 2026 Investor Day in New York on August 13, SanDisk laid out an FY2028–FY2030 financial model targeting a very healthy mid-to-high-teens revenue growth, ~80% non-GAAP gross margin, ~75% non-GAAP operating margin and ~50% adjusted free cash flow margin — with 100% of excess cash returned to shareholders. This is unprecedented for the NAND memory segment riding the AI boom in the cloud and the edge.
This Foundry Monthly Intelligence Report examines key shifts across the global foundry ecosystem, including Samsung’s turnkey opportunity in AI silicon, Taiwan’s growing silicon capacitor capacity, TSMC’s response to bridge-based advanced packaging, and China’s AI GPU shipment and wafer supply-demand outlook.
Counterpoint analyzes China’s GB 47955–2026 mandatory safety standard and its implications for the L2 ADAS ecosystem, including driver monitoring, hands-off detection, automotive-grade storage, industry consolidation and Chinese OEMs’ global expansion.
Global POS device shipments grew just 1% YoY in 2025, held back by rising memory prices and broader macroeconomic pressure.
The humanoid robot industry is entering a new phase as advances in multimodal foundation models accelerate the evolution of robotic intelligence.
Overview: This report tracks glass capacity and shipments for all major glass makers across all LCD and OLED display fabs. The report combines Counterpoint’s comprehensive insight into industry capacity and utilization with in-depth understanding of display glass and the supply chain.
Overview The report examines how generative AI, heterogeneous computing and rising semiconductor complexity are reshaping smartphones, PCs, edge devices and cloud infrastructure. It connects changes in end-market demand with the evolution of CPUs, GPUs, NPUs, memory, process nodes and advanced packaging.
Counterpoint analyzes China’s GB 44721–2026 mandatory standard and its implications for L3/L4 autonomous driving, including regulatory requirements, perception technology choices, global expansion and the expected path toward L3 commercialization.
Smartphone replacement cycles are extending to four years, with this trend expected to continue through 2026 and 2027 as higher memory and component costs drive up device prices.