Discover how SEMI ISS set the tone for a hot 2026 as industry leaders weighed the AI‑driven surge, debated trillion‑dollar forecasts, and reflected on decades of chip‑cycle booms and busts.

Go beyond device specs with teardown-driven competitive benchmarking. Uncover die-level analysis, BOM insights, and supplier strategies. Download the white paper.

Explore the strategic forecast for 2026: macroeconomic dynamics, geopolitical impacts, and surprise elements influencing forecasts.

See how comprehensive teardown intelligence reveals competitor design choices, cost structures, and supply chains that shape your product strategy.

As we enter 2026, the semiconductor industry is no longer just chasing performance; it is chasing a sustainable path forward. The AI explosion has shifted the stakes from theoretical roadmaps to immediate resource constraints.

HBM is becoming the backbone of AI, but its carbon and supply chain footprint is growing rapidly. Explore how surging demand for stacked memory is reshaping DRAM investment, straining wafer capacity, and multiplying emissions through complex packaging, yield loss, and duplicated fabs on carbon-intensive grids.

The semiconductor industry is about to achieve something that seemed years away: breaking through the $1 trillion revenue threshold in 2026, roughly four years earlier than most forecasts predicted. What changed? In a word: AI.

Explore what IEDM 2025 signals for AI and semiconductors, from Nvidia vs. Google and xPU strategy to research shaping the next decade.

Discover how AI, Logic, and 3D NAND are driving a surge in semiconductor carbon emissions—key insights from the Global Semiconductor Carbon Emissions Forecast, 2026–2030.