The latest report from Yole Group shows that the global semiconductor device market will reach $743 billion in 2025, with U.S. companies maintaining their dominance at a 56% share; China's capacity expansion and rising equipment self-sufficiency rate are shaping a new competitive landscape. This article provides an in-depth analysis from the perspectives of the industry chain, technology roadmaps, and geopolitical competition.
Based on Deloitte's latest report, it analyzes the industry chain risks facing the semiconductor industry in 2026 under AI-driven growth, including the contradiction between high value and low sales volume, memory shortages, and zero-sum games in production capacity.
Deloitte predicts 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 shipments. This article analyzes the impact of this structural imbalance on technology roadmaps, supply chains, competitive dynamics, and long-term investment.
Deloitte forecasts that global semiconductor sales will reach $975 billion by 2026, with AI chips contributing nearly half of the revenue yet accounting for only 0.2% of shipments. This article analyzes the profound impact of this imbalance on the industry chain, competitive landscape, and investment logic.
Deloitte's latest report shows that global semiconductor sales will hit a historic high in 2026, with AI chips contributing nearly half of the revenue while accounting for only a minimal share of shipments. This article provides an in-depth analysis of the structural imbalance and future risks behind this prosperity from the perspectives of the industry chain, technology roadmap, market competition, and investment.
Deloitte forecasts that global semiconductor sales will reach $975 billion in 2026, with AI chips contributing nearly half of the revenue while accounting for only 0.2% of shipment volume. This article analyzes the deep impact of the high-margin, low-volume model on the supply chain, technology routes, and competitive landscape.
Based on Deloitte's 2026 Global Semiconductor Industry Outlook, this provides an in-depth analysis of AI computing power demand, advanced process nodes and advanced packaging technology roadmaps, global supply chain restructuring, regional competitive dynamics, and long-term investment value.
Based on Deloitte's latest industry outlook, analyze how AI computing power demand is reshaping the global semiconductor industry landscape from the perspectives of the industrial chain, technology routes, and geopolitical competition.
Although Mexico does not produce advanced wafers, its semiconductor components market is expanding at a compound annual growth rate of 6-9%, driven by the transfer of back-end packaging and testing capacity through nearshoring. This article analyzes the profound impact of this niche market on the global semiconductor supply chain from the perspectives of industry chain, technology roadmap, and competitive landscape.
Analyze the impact of the decline in AI chip stocks on the semiconductor industry chain, including technology routes, competitive landscape, and investment outlook.
Australia's industrial semiconductor market relies almost entirely on imports, with energy transition and automation driving demand at a compound annual growth rate of 5-7%. This article analyzes the structural characteristics and future evolution of this purely consumer market from the perspectives of industrial chain, technology roadmap, competitive landscape, and supply chain risks.
Meta's plan to launch AI computing-as-a-service business has sparked market concerns about overinvestment in AI infrastructure, causing Asian chip stocks to fall sharply. This article analyzes the impact of this sell-off on the semiconductor industry from the perspective of the industrial chain.
Tech giants are issuing large-scale bonds to finance the construction of AI data centers, and changes in the interest rate environment are having a profound impact on the semiconductor supply chain. This article analyzes the beneficiary logic, risk points, and long-term competitive landscape changes in the equipment, foundry, and power device sectors based on the financial conditions and market positions of three companies: ASML, SMIC, and Infineon.
Based on the latest IndexBox report, analyze the growth drivers, technology routes, supply chain landscape, and regional impacts of the kiln shelf separator market under the expansion of semiconductor packaging.
In the first quarter of 2026, global semiconductor market revenue reached $319 billion, a record high for a single quarter, with memory chips contributing over 40% of the share. This article provides an in-depth analysis of how the imbalanced demand between AI and memory is reshaping the industry chain landscape, as well as its impact on China, South Korea, and the Taiwan region.
The debate over an AI valuation bubble has heated up again, but the historic rally in chip stocks shows that what the market is really trading is not the popularity of a single application, but the systemic boost AI infrastructure is giving to semiconductor manufacturing, advanced packaging, equipment, and materials. This article analyzes what this round of market gains means for the global semiconductor supply chain from the perspectives of the industrial chain, technology routes, regional competition, and capital expenditure.
SEMI and Global Net Corp. have released a market report on glass core substrates, noting that AI and HPC are driving the continued evolution of advanced packaging. This article analyzes, from the perspectives of the industrial chain, technological routes, supply chain, and regional competition, why glass substrates are becoming the next battleground in packaging, as well as their medium- to long-term impact on chip design, foundries, equipment and materials, and packaging houses.