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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 wafer foundry industry and status, 2026: AI-driven growth and fierce competition
Global wafer foundry revenue in 2026 is estimated to grow 23.5% year-over-year, expected to reach US$250 billion.
Eric Chen
Monday 20 April 2026
report
Global Expansion of 2.5D/3D Packaging: Strategic Moves in the US, Asia, and Beyond
Major OSAT providers accelerate 2.5D/3D advanced packaging deployments in US, Japan, South Korea, and Malaysia with non-Taiwan capacity footprint to expand.
Staff writer
Thursday 16 April 2026
report
Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast
Taiwan foundry revenue growth expected to reach 30% 2026; strategic adjustments initiated for mature processes.
Eric Chen
Monday 30 March 2026
report
Global top-3 memory maker status, 1Q 2026
The memory industry is expected to continue with bright prospects in 2026, driven by robust demand for AI, with the top-3 makers to start with new competition.
Chiawen Chang
Friday 20 March 2026
report
Global smartphone AP industry, 4Q 2025
Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year 2026 volumes estimated to drop by 5.4% on year.
Jim Chien
Monday 16 March 2026
report
Taiwan IC designers in rack-level AI delivery
Rack-level delivery becomes a mainstream trend in cloud AI compute; MediaTek joins TPU design, influencing Taiwan's IC design status.
Joyce Chen
Thursday 12 March 2026
report
Global OSAT industry, 2026
Global OSAT revenue is estimated to grow by 12.8% in 2026, and AI applications will contribute to advanced packaging business revenues.
Staff writer
Wednesday 4 March 2026
report
Global semiconductor industry, 2026
AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.
Eric Chen
Thursday 12 February 2026
report
Strategies of Nvidia, Arm, Qualcomm for AI ASIC
Outlook for the 2026 global data center ASIC competition: The changing strategic alliances between Arm, Qualcomm, and Nvidia will be the core key.
C.Y. Yao
Monday 26 January 2026
report
Global top-3 memory maker status, 4Q 2025
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