Research Reports

IC & Semi Research Report-2Q26

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Last Modified

2026-05-06

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Update Frequency

Quarterly

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Format

PDF



AI and data centers drive record IC sales. Despite mobile risks from higher memory costs, custom chips and network upgrades ensure future growth.

Key Highlights

  • AI Boom: Surging data center and custom chip demand drives record revenues.
  • Flagship Sales: Premium mobile and auto chips strongly boost overall profits.
  • Mobile Risks: Spiking memory costs force inventory cuts, posing supply chain threats.
  • Network Upgrades: Next-gen wireless adoption and higher prices secure long-term gains.

Table of Contents

  1. Forecast on Global IC & Semi Market
  2. IC & Semi Applications
  3. Dynamics of Major Suppliers
  4. Servers
  5. Chips for Network-Related Applications
  6. Chips for Smartphone
  7. Chips Related to Wi-Fi, CIS, and TDDI
  8. Conclusions

<Total Pages: 46>





USD

15,000

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