Research desk
Briefings on semiconductor conferences, standards activity, academic research, technical reports, roadmaps and industry forums worth tracking.
Deloitte forecasts that global semiconductor sales will reach $975 billion by 2026, with AI chips contributing nearly half of the revenue but accounting for less than 0.2% of unit sales. This article provides an in-depth analysis of the industry chain risks, competitive landscape, and long-term trajectory behind this high-profit, low-volume model.
SIA seminar focuses on the global power semiconductor ecosystem. This newspaper provides in-depth analysis from the perspectives of technology, supply chain, competition, and regional landscape.
Based on an ORF report, this article analyzes the positioning of India's semiconductor strategy amid the restructuring of global supply chains, with a focus on the impact of China's rise in the traditional chip sector on India, and how India can leverage its cost advantages to become a trusted partner in the industry chain.
Deloitte 2026 Global Semiconductor Industry Outlook Analysis: AI Chips, Advanced Manufacturing Processes, Supply Chain Restructuring, and Changes in Competitive Landscape.
Based on the SEMI official website event calendar, conduct an in-depth analysis of how the distribution of global semiconductor industry activities reflects the shift of manufacturing focus, the rise of advanced packaging technology, and the trend of supply chain diversification.
ASEAN is shifting from exporting battery raw materials to localized manufacturing, with the 2026 ASEAN Battery Technology Conference focusing on engineering challenges. This transition will profoundly impact the landscape of power semiconductors, BMS chips, and the semiconductor supply chain, creating new demand for manufacturers such as Infineon while accelerating the development of the Southeast Asian semiconductor ecosystem.
Latest research reveals key findings on self-heating effects and radiation hardness of 3nm GAA-FET SRAM, analyzing its potential impact on advanced process technology roadmap, chip reliability, and supply chain.
MIT research team develops novel optical coupler through FUTUR-IC project, enabling efficient integration of electronic and photonic chips, with a target data transmission speed exceeding 1 Petabit/s, poised to reshape data center interconnect technology roadmaps and the semiconductor supply chain landscape.
The global semiconductor market is expected to reach $795.6 billion by 2025, driven by surging demand for AI and cloud infrastructure. Pakistan's engineering sector can seize this opportunity to enter the semiconductor supply chain by providing precision components, industrial tools, etc., rather than participating in chip manufacturing. This article analyzes its impact on the industrial chain, competitive landscape, and regional economy.
ChangXin Memory Technologies launches IPO, indicating China is accelerating self-reliance in DRAM, and the global memory industry faces geopolitical-driven supply chain restructuring.
Sum Technology secured a cleanroom contract from K Test Malaysia before its listing, reflecting deeper trends of expansion in Southeast Asia's semiconductor backend packaging and testing capacity, growing demand for cleanroom equipment, and global supply chain relocation.
In-depth analysis of the latest IC technologies showcased by Novosense at PCIM Europe 2026, exploring their impact on automotive high-voltage systems, AI data center power supplies, white goods, and industrial control, as well as the rise of Chinese analog chip companies in the global industrial chain.
At first glance, the India Manufacturing IT Summit is discussing industrial digitalization and the convergence of AI and OT/IT, but its deeper signal is this: global manufacturing is turning digital infrastructure, edge computing, industrial automation, and data governance capabilities into sustained demand for semiconductors, servers, networking equipment, sensors, and advanced packaging. How will this shift affect chip design, foundry manufacturing, advanced packaging, and the global supply chain landscape?