Semiconductor Market
Qnity's advanced interconnect innovations empower next-gen consumer devices
Qnity Electronics, a technology solutions provider across the semiconductor value chain, has introduced ultra-thin flex circuit materials aimed at the next generation of smart consumer electronics, including smartphones, AI glasses, and AR/VR devices. Through advanced
3 min read
CME Group to Launch Tungsten Futures to Meet Rising Critical Minerals Demand
CME Group has announced that it will launch Tungsten futures to meet rising demand for its metals complex, which recorded its highest-ever volume this year. Trading is set to start by early Q1 2027, pending all relevant regulatory reviews. With annual production of 85
3 min read
TERI Releases Agrivoltaics Report as Study Finds 47.5 Million Hectares of Cropland Technically Suitable
The Energy and Resources Institute (TERI) released an agrivoltaics report for Indian conditions at the 7th Agrivoltaics World Conference in New Delhi. The report, Advancing Agrivoltaics in India: Evidence based Best Practices, and Policy Recommendations for the Energy
3 min read
Saxony and Arizona Expand Semiconductor Industry Collaboration
Saxony and the U.S. state of Arizona intend to deepen their ties in the semiconductor industry. Saxony Trade & Invest Corp. (WFS) and the Arizona Commerce Authority (ACA) used SEMICON West, the leading U.S. semiconductor trade fair, held in San Francisco from Octo
4 min read
SEMI Forecasts 11.8% Growth in Silicon Wafer Shipments in 2026, With Record Highs Through 2029
SEMI has projected global silicon wafer shipments will increase 11.8% in 2026 to 14,420 million square inches (MSI), with successive record highs expected from 2027 through 2029. Strong AI-related demand is leading shipment growth i
2 min read
Global X Asia Semiconductor ETF Tracks Regional Chip Design, Manufacturing and IP Index
Global X Management Company LLC, the New York-based provider of exchange-traded funds, announced the launch of the Global X Asia Semiconductor ETF (ticker ACHP). The fund seeks to invest in companies positioned to benefit from the growth and advancement of the Asian semiconductor ecosystem
4 min read
TrendForce Forecasts AR Glasses Shipments to Reach 1.31 Million Units in 2026
TrendForce forecasts global AR glasses shipments will reach 1.31 million units in 2026, with Meta and Chinese brands driving growth in the consumer market. Shipments are projected to increase from 620,000 units in 2025, a 111.1% year-over-year rise.
3 min read
TrendForce Projects 2027 CSP CapEx Above $1.5 Trillion and AI Server Revenue Growth Over 90%
TrendForce projects AI server revenue will rise more than 90% YoY to nearly $920 billion in 2027, as shipments and prices increase. Combined CapEx among the world’s nine leading CSPs is projected to surge 106% YoY to US$957 bi
3 min read
D-Wave, University of Arkansas Establish Quantum Supply Chain Initiative at Sam M. Walton College of Business
D-Wave Quantum, the only company offering both annealing and gate-model quantum computing systems, software, and services, and the Supply Chain Management Research Center (SCMRC) at the University of Arkansas' Sam M. Walton College of Business have announced a collabo
4 min read
SEMI Projects Global 300mm Fab Equipment Spending to Reach $227 Billion in 2029
SEMI's latest 300mm Fab Outlook projects global 300mm front-end fab equipment spending of $149 billion in 2026, up 31% year-over-year, rising to $227 billion in 2029. Investment is expected to grow at double-digit rates through 2029.
3 min read
Fast, Wide and Still Import-Heavy: The Market and Technology Trends Defining India's Semiconductor Moment
Strip away the individual company announcements from Semicon India and electronica India 2026, and five market trends and three technology trends come into focus a growth story that is genuinely broad-based and well-funded, running alongside a structural dependence on imported equipment and
11 min read
Omdia Reports 21.2% Decline in Global PC Shipments in 3Q26
Omdia reported worldwide shipments of desktops, notebooks and workstations fell 21.2% year on year to 58.1 million units in 3Q26. Desktop shipments, including desktop workstations, fell 23.5% to 11.7 million units, while notebook shipments, including mobile workstatio
3 min read
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