Silicon AnalyticaGlobal chip sales
Q3 2026 · Reported$517.7B
▲ +24.1% q/q
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Essential reads
The Race to 1 nm — and the Chip Economy Beyond It
What process-node names mean, which chips use them, and why manufacturing progress, revenue and capacity do not move in lockstep.
Where Every $100 of Chipmaking Equipment Spending Goes
A visual guide to lithography, etch, deposition and the companies supplying the machines behind semiconductor manufacturing.
The AI spending boom: more computing, or more expensive computing?
TrendForce expects AI server revenue to almost double in 2027 while shipments rise about a third. The gap shows how much of the boom is higher value per system.
The global chip supply chain: how it works, where it is strained and why
A plain-language guide to the steps, the places and the bottlenecks, with the evidence and the caveats.