Trends and analysis of the semiconductor market – including the business cycle (boom-bust demand swings), revenue growth in sectors (like the explosion of AI chip demand in 2023), the rise of fabless companies vs. IDMs, and market share shifts. Market trend reports by firms like Gartner or IDC cover semiconductor sales forecasts, emerging application segments (AI, IoT, EVs), and the overall growth of the industry, which surpassed 1 trillion chips shipped annually.
22 articles
The Iran War is hitting the electronics industry, writes Paul Dempsey in Washington DC. Analyst IDC says that if it lasts only a few weeks, it will have a “modest” ... The post Counting the cost of war on Iran appeared first on Electronics Weekly.
Based on assumptions on first-quarter memory prices (which indicate that pricing pressure and constrained supply will begin to ease in second-half 2026), Omdia’s latest outlook forecasts that global smartphone shipments will fall by about 7% year-on-year in 2026...
The leading ten foundries achieved around $169.5 billion in revenue in 2025, a 26.3% YoY increase that set a new industry record, reports TSMC. In Q4 the combined revenue of ... The post 26.3% 2025 revenue rise for ten top foundries appeared first on Electronics Weekly.
There’s a moment in John Williams’s Star Wars overture when the brass surges upward. You don’t just hear it; you feel propulsion turning into pure possibility.On 16 March 1926, in a snow-dusted field in Auburn, Mass., Robert Goddard created an earlier version of that same feeling. His first liquid-fueled rocket—a...
Sivers Semiconductors AB of Kista, Sweden (which supplies RF beam-former ICs and lasers for AI data-center, SATCOM, defense and telecom applications) says that its strategic LiDAR (light detection and ranging) customer has incorporated its technology across their platforms and will ramp production from fourth-quarter 2026 for automotive and industrial applications....
AXT Inc of Fremont, CA, USA — which makes gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) substrates and raw materials at plants in China — has reported an 11% drop in full-year revenue, from $99.4m in 2024 to $88.3m in 2025...
Looming over the internet lasers and firestarting phones companies were touting at Mobile World Congress in Barcelona this month, was a more nebulous but much larger announcement: a pan-European cloud called EURO-3C.EURO-3C’s backers – Spanish telecoms giant Telefónica, dozens of other European companies, and the European Commission (EC) – aim...
Following the 14% revenue decline between 2022 and 2024, telecom equipment investment conditions improved in 2025, says Dell’Oro. Telecon equipment revenues across the six programs tracked by Dell’Oro Group—Broadband Access, ... The post Two-year telecom drought ends with 2025 growth appeared first on Electronics Weekly.
For fourth-quarter 2025, epitaxial deposition and process equipment maker Veeco Instruments Inc of Plainview, NY, USA has reported revenue of $165m, down 9.4% on $182.1m a year ago but roughly flat on Q3/2025’s $165.9m...
Intel has posted three consecutive years of falling revenue and an $18.76 billion loss in 2024 alone—and the U.S. government has handed it tens of billions of dollars to fix the problem. The government money isn’t fixing the real issue, which isn’t technical. It’s cultural. Intel got slow, political, and...
One morning in May 2019, a cardiac surgeon stepped into the operating room at Boston Children’s Hospital more prepared than ever before to perform a high-risk procedure to rebuild a child’s heart. The surgeon was experienced, but he had an additional advantage: He had already performed the procedure on this...
PC units will fall 11.3% this year and tablet units will fall 7.6%, says the IDC Worldwide Quarterly Personal Computing Device Tracker. These reductions are driven by memory shortages, rising ... The post 2026 PC units down 11.3%, tablet units down 7.9%, but revenues up appeared first on Electronics Weekly....
Global foundry revenue is projected to grow 24.8% YoY to approximately $218.8 billion, with TSMC expected to post the largest increase of around 32% YoY, says TrendForce. Demand for advanced ... The post Foundry revenues to grow 24.8% appeared first on Electronics Weekly.
Why the takeover interest in BESI reflects a broader transformation in semiconductor equipment Step by step, this industry is coalescing around a central battleground. As front-end and back-end technologies converge, control over key interconnect steps is emerging as a critical differentiator. In today’s article, Gabriela Pereira, Senior Technology & Market Analyst,...
As Brussels sharpens its de-risking agenda, analysts warn that the real test of Europe’s chip ambitions may come from market economics, not geopolitics. The post Europe’s Semiconductor Strategy Meets Market Reality appeared first on EE Times.
The undying thirst for smarter (historically, that means larger) AI models and greater adoption of the ones we already have has led to an explosion in data-center construction projects, unparalleled both in number and scale. Chief among them is Meta’s planned 5-gigawatt data center in Louisiana, called Hyperion, announced in...
WHEN KYIV-BORN ENGINEER Yaroslav Azhnyuk thinks about the future, his mind conjures up dystopian images. He talks about “swarms of autonomous drones carrying other autonomous drones to protect them against autonomous drones, which are trying to intercept them, controlled by AI agents overseen by a human general somewhere.” He also...
Four million Raspberry Pis were shipped in H2 2025, and a total of 7.6 million for FY 2025, up 9% over FY 2024. Revenue was $323 million – up 25% ... The post 2025 Raspberry Pi revenues up 25% YoY appeared first on Electronics Weekly.
This year marks the 80th anniversary of ENIAC, the first general-purpose digital computer. The computer was built during World War 2 to speed up ballistics calculations, but its contributions to computing extend well beyond military applications. Two of ENIAC’s key architects—John W. Mauchly, its co-inventor, and Kathleen “Kay” McNulty, one...
In 2025, the total revenue of the top 10 fabless IC design houses grew 44% to $359.4 billion, says TrendForce. .Nvidia kept the No.1 slot with Broadcom and Qualcomm third. ... The post Top Ten Fabless Grew 44% In 2025 appeared first on Electronics Weekly.
AI may not solve the telecom industry’s revenue dilemma overnight, but it offers a credible path from infrastructure investment to tangible growth. The post Bell Called Watson; Today, We Call AI appeared first on EE Times.
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