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IC & Semi Research Report－2Q26
Last Modified
2026-05-06
Update Frequency
Quarterly
Format
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
- Forecast on Global IC & Semi Market
- IC & Semi Applications
- Dynamics of Major Suppliers
- Servers
- Chips for Network-Related Applications
- Chips for Smartphone
- Chips Related to Wi-Fi, CIS, and TDDI
- Conclusions
<Total Pages: 46>
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