Editor profile
Senior Analyst, Supply Chain & Equipment
Marcus Lim focuses on the semiconductor upstream supply chain, from raw materials to advanced lithography equipment. He examines how international trade policies and logistics reshape global chip production.
marcus.lim@semiconreport.orgIn-depth analysis of the disruptive impact of AI on semiconductor manufacturing, focusing on advanced processes (2nm/3nm), GAA architecture, advanced packaging technology, and the competitive landscape and geopolitical implications in key areas such as ASML and EDA.
In-depth analysis of the structural shifts in current global semiconductor capital expenditure, focusing on the drivers of AI chips for advanced processes (2nm/3nm) and advanced packaging, as well as the trends and risks of supply chain restructuring under the geopolitical context.
In-depth analysis of how geopolitical constraints are reshaping the global semiconductor supply chain, covering the impact on the industry chain from AI chips and advanced processes to advanced packaging, the evolution of technological roadmaps, regional competitive landscapes, and future investment perspectives, providing professional analysis.
In-depth analysis of the structure, driving forces, and future trends of the global semiconductor design IP market. Explore the impact of AI integration and advanced process nodes on IP demand, and gain insights into the future direction of the semiconductor industry from the perspectives of the industry chain, competitive landscape, and regional influence.
Market research firm market.us forecasts that the global semiconductor market will grow from $662.6 billion in 2025 to approximately $1.5939 trillion by 2035, with a CAGR of 9.1%. This article analyzes the real implications of this growth curve for the global industrial chain from the perspectives of process node stratification, advanced packaging, HBM, power semiconductors, and regional division of labor.
Frequency and orbital slot applications for 203,000 low-orbit satellites and SpaceX's ~$1.5 trillion IPO preparations are driving RF chips into a new cycle. From the perspectives of the industry chain and technology roadmaps, this article analyzes how low-orbit constellations will reshape the landscape of the top five RF front-end players, why three-dimensional heterogeneous integration has become the core technological direction, and where various global regions stand competitively in the RF supply chain.
The latest report from Yole Group shows that the global semiconductor device market will reach $743 billion in 2025, with U.S. companies maintaining their dominance at a 56% share; China's capacity expansion and rising equipment self-sufficiency rate are shaping a new competitive landscape. This article provides an in-depth analysis from the perspectives of the industry chain, technology roadmaps, and geopolitical competition.
Based on Deloitte's 2026 Global Semiconductor Industry Outlook, this analyzes changes in AI demand, advanced process nodes, global supply chain, and the competitive landscape, providing a reference for decision-making in the chip industry.
AI demand is spreading from GPUs and HBM to peripheral components, triggering price increases and extended lead times for DRAM, PMIC, passive components, and even FR-4 PCB materials. This article analyzes the transmission mechanism, industrial chain impact, and long-term trends of this round of supply chain shocks.
Analyzing the distribution, technology nodes, and investment layouts of the world's 10 most advanced wafer fabs, examining the three-way competition among TSMC, Samsung, and Intel from an industry chain perspective, as well as the impact of advanced processes such as 2nm and GAA on supply chains, regional dynamics, and long-term investment.
SIA seminar focuses on the global power semiconductor ecosystem. This newspaper provides in-depth analysis from the perspectives of technology, supply chain, competition, and regional landscape.
Deloitte predicts global semiconductor sales will reach $975 billion by 2026, with AI chips contributing nearly half of the revenue but accounting for less than 0.2% of shipments. This article analyzes the impact of this structural imbalance on technology roadmaps, supply chains, competitive dynamics, and long-term investment.
Based on the StartUs Insights report "Electronics Manufacturing Trends 2026," this provides an in-depth analysis of the impact of ten major trends on the global semiconductor industry chain, including the 300mm wafer fab equipment investment cycle, wide-bandgap power devices, advanced packaging and Chiplet, smart manufacturing, and supply chain digitalization, covering technology roadmaps, competitive landscape, regional layout, and investment perspectives.
Based on the latest Market Research Future report, the global computer microchip market is expected to grow from $103.09 billion in 2025 to $284.19 billion by 2035, achieving a CAGR of 10.67%. This article provides an in-depth analysis of technology nodes, chip types, supply chains, and the competitive landscape, exploring the key pathways of industry transformation over the next decade.
Based on Deloitte's latest industry outlook, analyze how AI computing power demand is reshaping the global semiconductor industry landscape from the perspectives of the industrial chain, technology routes, and geopolitical competition.
ASEAN is shifting from exporting battery raw materials to localized manufacturing, with the 2026 ASEAN Battery Technology Conference focusing on engineering challenges. This transition will profoundly impact the landscape of power semiconductors, BMS chips, and the semiconductor supply chain, creating new demand for manufacturers such as Infineon while accelerating the development of the Southeast Asian semiconductor ecosystem.
The soaring demand for HBM memory in AI data centers has squeezed the DRAM capacity for consumer electronics, leading to a sharp price increase for laptops and iPads. The three major memory manufacturers prioritize the high-profit AI market, causing the price of regular DRAM to surge by approximately 90% within eight months. This structural shift has fueled explosive growth in the refurbished electronics market—Back Market data shows that weekly sales of refurbished MacBooks have increased by 43%. This article analyzes the impact of AI memory allocation on consumer electronics prices from the perspective of the semiconductor supply chain and explains how refurbished retailers have emerged as unexpected winners.
Latest research reveals key findings on self-heating effects and radiation hardness of 3nm GAA-FET SRAM, analyzing its potential impact on advanced process technology roadmap, chip reliability, and supply chain.
In October 2025, China further tightened its rare earth export controls, expanding from raw materials to magnetic materials, processing equipment, and technology transfer. This poses a serious threat to global semiconductor, electric vehicle, and clean energy supply chains, especially for India, which is highly dependent on Chinese rare earths. This article analyzes the potential impact of these controls on semiconductor manufacturing, advanced packaging, and equipment materials from the perspectives of the industrial chain, technological routes, and geopolitics, and explores the response strategies of countries such as India.
Australia's industrial semiconductor market relies almost entirely on imports, with energy transition and automation driving demand at a compound annual growth rate of 5-7%. This article analyzes the structural characteristics and future evolution of this purely consumer market from the perspectives of industrial chain, technology roadmap, competitive landscape, and supply chain risks.