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Semiconductor

What to expect?
  • Global semiconductor and packaging annual outlook
  • Global wafer foundry industry annual and five-year outlook
  • Mobile application processors shipment quarterly report
  • High-end AI accelerator shipment semi-annual update
Research Scope

The Semiconductor Report provides a comprehensive and data-driven analysis of the global semiconductor industry, offering structured insight into market momentum and technology evolution across the supply chain. The report delivers quarterly tracking of wafer foundry performance and memory market dynamics, along with annual and five-year outlooks covering long-term trends in the global semiconductor and advanced packaging sectors. It also monitors shipment developments for key products such as mobile application processors and high-end AI accelerators, supporting a detailed understanding of product-level demand and supply-chain shifts within the industry. The report supports continuous monitoring of industry shifts across markets, technologies, and products within the global semiconductor ecosystem.

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report
Global top-3 memory maker status, 4Q25
Driven by the dual engines of HBM and general-purpose memory, the memory industry revenue will challenge US$300 billion in 2026.
Chiawen Chang
Wednesday 7 January 2026
report
Qualcomm cloud AI ASIC business strategy
Qualcomm advances from edge to cloud AI ASIC, challenging the existing cloud computing power supply chain landscape.
Joyce Chen
Monday 5 January 2026
report
CPO tech and Taiwan player deployment
Commercial operation of CPO is counting down, with the Taiwanese ecosystem actively responding to technical challenges and strengthening its first-mover advantage.
Staff writer
Friday 12 December 2025
report
Global wafer foundry industry, 2026 and beyond
Global wafer foundry revenue is estimated to achieve a CAGR of 14.3% from 2025 to 2030, though the AI bubble and geopolitical risks need to be noted.
Eric Chen
Wednesday 26 November 2025
report
Taiwan wafer foundry industry, 4Q 2025
AI applications and preventive inventory stocking in the supply chain are providing support - Taiwan's foundry industry revenue is expected to reach US$130 billion in 2025, with over 10% growth projected for 2026.
Eric Chen
Thursday 13 November 2025
report
China smartphone AP shipments, 3Q 2025
With the Chinese smartphone market expected to recover in the first quarter of 2026, smartphone AP shipments are projected to rise 1.7% year-on-year in the fourth quarter of 2025.
Jim Chien
Friday 7 November 2025
report
Chiplet and advanced packaging for AI chips
Advanced packaging will drive AI chip performance upgrades, with new routes emerging in both materials and packaging architectures.
Eric Chen
Wednesday 29 October 2025
report
Global top-3 memory maker status, 3Q25
SK Hynix’s oligopolistic advantage in HBM had diminished in the third quarter of 2025, and memory competition will expand from HBM to next-generation products.
Chiawen Chang
Thursday 23 October 2025
report
Taiwan wafer foundry industry, 3Q 2025
Taiwan wafer foundry revenue is estimated to rise mildly in the second half of 2025 from the first half, influenced by US tariff policies and a high revenue base in the first half.
Richard Chen
Thursday 11 September 2025
report
Global OSAT industry, 2025
Global OSAT revenue will increase by 5% year-over-year in 2025. Geopolitical factors have rapidly narrowed the market share gap between Chinese and Taiwanese companies.
Eric Chen
Wednesday 20 August 2025