← All Briefings
Briefing · Friday, February 27, 2026

GaN Takes Center Stage as 30% Growth Forecasts and Smartphone Decline Shake the Market

Share

Today’s headlines paint a picture of a semiconductor industry in transition. Market analysts project a 30% jump in global revenue for 2026, yet the smartphone sector is poised for a 13% contraction amid memory shortages. In the technology arena, ROHM’s partnership with TSMC to license GaN process technology signals a broader shift toward high‑power, high‑efficiency devices, while automotive power electronics see new low‑voltage MOSFETs in the HPLF5060 package. Meanwhile, the telecom world is gearing up for the 2026 Mobile World Congress, where AI‑driven “IQ” infrastructure is expected to redefine connectivity. These stories underscore a dual narrative: a market expanding into high‑performance, AI‑centric applications while traditional consumer segments face headwinds.

Key Stories

Smartphone market to fall 13%

IDC warns of a 13% decline in the global smartphone market in 2026, citing memory chip shortages and shifting consumer preferences as key factors.

Electronics Weekly

Editor's Picks