Yole Group

Every leap in AI now rests on a physical bill: the chips, memory, interconnects, and power packed inside the data centre. Against this backdrop, Yole Group releases its latest report, Data Centre Semiconductor Trends 2026, offering a comprehensive analysis of the semiconductor market, ecosystem, supply chain, and technologies shaping the data centre semiconductor landscape. An

Yole Group has released Photonics at the Speed of AI, part of the AI White Papers Collection. The paper argues that optical transceivers, once a supporting piece of data centre infrastructure, have become a system-level requirement for scaling artificial intelligence, and it anchors Yole Group’s broader 2026 photonics collection of market & technology intelligence analyses.

Power GaN has spent the past several years proving itself in consumer fast chargers. According to the new report, that phase is ending: GaN is now entering a broader, multi-market adoption cycle where AI data centres, electric vehicles, industrial systems, and renewable energy all become meaningful demand drivers. For chipmakers, foundries, and investors, understanding where

The buzz around electric vehicles may have quieted, but the market for the power semiconductors that drive them is only getting started. Against this backdrop, Yole Group releases its latest report, Automotive Powertrain and Electrification 2026 – Focus on Power Electronics, offering a comprehensive analysis of the market, technologies, and supply chain shaping the xEV

The global RF industry is entering a new phase. For over a decade, smartphones drove its growth. Now, the market faces a short-term reset. Defence, automotive, and early 6G lead the way. Against this backdrop, Yole Group is releasing its latest report, Status of the RF Industry 2026. The report covers the market, the ecosystem,

The 2025 CMOS image sensor (CIS) competitive landscape confirms a stronger polarisation between Sony, Chinese suppliers, and the rest of the ecosystem, according to Yole Group’s analysts. Against this backdrop, Yole Group releases its latest report, Status of the CIS Industry 2026, which offers a comprehensive analysis of the market, technology, and ecosystem trends shaping

Semiconductor equipment spending is entering a new growth cycle shaped by geopolitics, sovereignty strategies, and technology roadmaps, despite uneven end-market demand. Pressure on chipmaker profitability remains, with risks of overcapacity, fab redundancy, and low utilisation. However, WFE revenue is still expected to grow. Yole Group’s analysts announce a combination of market drivers, including higher equipment

The advanced packaging market has entered a new cycle. The historical backend model is being replaced by a system-scaling model in which packaging determines AI-compute availability, memory bandwidth, power delivery, thermals, and system cost. Against this backdrop, Yole Group releases its latest report, Status of the Advanced Packaging Industry 2026, offering a comprehensive analysis of

As expected, 2025 was a better year for the MEMS industry than 2024, with global revenue exceeding $17 billion (+7.6% YoY). Yole Group’s analysts highlight data centres and humanoid robots as the next major growth drivers. Against this backdrop, the market research & strategy consulting company releases its latest report, Status of the MEMS Industry

The semiconductor back-end equipment market enters 2026 in a stronger position, though growth is uneven across tool categories. As advanced packaging, HBM, and AI infrastructure capacity come online, customers are prioritising utilisation and yield improvement before launching another major investment cycle. Against this backdrop, Yole Group releases its latest report, Status of the Back-End Equipment