Market Analysis

Global investment in 300mm fab equipment is forecasted to hit a record $400billion between 2025 and 2027, according to SEMI’s latest 300mm Fab Outlook Report to 2027. This surge in spending is largely driven by the growing demand for artificial intelligence (AI) chips used in data centres and edge devices, as well as the regionalisation

Following a surge in sales during the pandemic, the consumer electronics market has faced a difficult three years, as inflation and economic uncertainty have reshaped consumer spending habits. Reduced demand has led to a significant drop in revenue, pushing the market far below pre-pandemic levels. While recovery is anticipated in 2025, the latest forecasts suggest

The electric vehicle (EV) market is undergoing a rapid transformation, driven by the global push for decarbonisation and the shift away from fossil fuel dependence. Electric car sales neared 14 million in 2023, 95% of which were in China, Europe and the United States. For procurement professionals, the shift to EVs presents both significant opportunities

The wafer foundry market is poised for a recovery in 2025, with TrendForce forecasting an annual growth rate of 20%, up from 16% in 2024. This optimistic outlook comes despite ongoing weak demand in the consumer electronics sector, which has prompted component manufacturers to adopt a cautious stocking approach. As a result, the average capacity

In its latest analysis, Omdia reported that total semiconductor revenue reached a record high of $162.1 billion in the second quarter of 2024, marking a 6.7% growth compared to the previous quarter. This figure surpassed the prior record set in the fourth quarter of 2021 by approximately $500 million. The surge in revenue was largely

The global microcontroller (MCU) market has undergone significant shifts in recent years, largely influenced by supply chain disruptions caused by the pandemic, combined with foundry capacity shortages and stockpiling. These factors led to a sharp increase in average selling prices (ASPs), rising from approximately $0.60 in 2020 to $0.93 by 2023. Despite the stabilisation of

According to Counterpoint Research’s Foundry Quarterly Tracker, the global foundry industry saw a significant revenue increase in Q2 2024, with a 9% quarter-on-quarter (QoQ) rise and a 23% year-on-year (YoY) growth. This growth was largely driven by strong demand for AI technologies. However, CoWoS (Chip-on-Wafer-on-Substrate) supply remained constrained, with potential capacity expansions, particularly in CoWoS-L,