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Market Reports articles
Semiconductor Industry
Executive summary: the semiconductor market enters 2026 split in two. AI and high-performance computing (HPC) are growing fast and are limited by physical supply, above all high-bandwidth memory (HBM), power and skilled people, while automotive, industrial and consumer chips are still working through slow inventory corrections. As we exit 2025, the limits are less about software and more about the hard walls of physics: energy grids are stretch…
by
Murugavel Ganesan
December 19, 2025
SerDes
Disclaimer: this article is for information and education only . It reflects publicly available data, industry trends and professional analysis as of the publication date (August 2025). Every effort has been made to be accurate, but no guarantee is given that it is complete, correct or still current . The report includes interpretations, forecasts and opinions based on public information from vendors, consortia and research sources. They are n…
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Murugavel Ganesan
August 08, 2025
Market Reports
High-end performance packaging (HEPP), the 2.5D, 3D, ultra-high-density fan-out and hybrid-bonded packages used for AI accelerators, HPC processors and high-bandwidth memory, is the fastest-growing part of semiconductor packaging. This report, first published in June 2025, estimated the market at USD 7.8 billion in 2025, growing to USD 42.3 billion by 2030 at a 31.2% CAGR. Published forecasts differ by source and definition: Yole Group's Jul…
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The Editor's Desk
June 25, 2025
Top10
Dated snapshot: this list records the ten largest semiconductor companies by market capitalisation as of mid-November 2024, when this post was first published. Share prices and rankings have changed since, so treat it as a historical reference rather than current data. In November 2024 the ten largest semiconductor companies by market capitalisation were NVIDIA, TSMC, Broadcom, ASML, Samsung Electronics, AMD, Texas Instruments, Qualcomm, Appl…
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Murugavel Ganesan
November 18, 2024
Top10
The infographic shows the original November 2024 compilation. The corrected figures, taken from each company's annual report, are in the tables below. As of November 2024, the biggest car company by revenue was Volkswagen Group, with 2023 sales revenue of EUR 322.3 billion (about $348.6 billion), followed by Toyota Motor Corporation at JPY 45,095.3 billion (about $312.0 billion) for the year to March 2024. Stellantis, Ford, General Motors…
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Murugavel Ganesan
November 18, 2024
Technology
As of August 2023, Intel's biggest investors were large institutions. Index and asset managers led by The Vanguard Group, BlackRock and State Street (SSgA) held the largest stakes, and institutions together controlled about 64% of the outstanding shares according to the data sources used for this post. Insiders were reported to hold about 5%, and the remaining roughly 31% was attributed to retail investors. This post is a snapshot of Intel…
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Murugavel Ganesan
August 28, 2023
Top10
Image Courtesy: Bing In February 2023 the most valuable listed semiconductor companies by market capitalisation were led by TSMC and Nvidia, followed by a group of US chip makers including Broadcom, Texas Instruments, Qualcomm and Intel. The list below was first published on 17 February 2023. Several of its figures do not match the market values reported at the time, so this update keeps the original list for the record and adds corrected con…
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Murugavel Ganesan
February 17, 2023
