Market Data

Gartner Forecasts Semiconductor Revenue to Surge 92% in 2026
Worldwide semiconductor revenue is forecast to reach about $1.6 trillion in 2026 as the AI infrastructure buildout creates exceptional demand for memory and other data center components, according to Gartner. The research firm expects semiconductor revenue to increase 92% in 2026, from $809 billion in 2025. Gartner forecasts another sizable gain in 2027, when worldwide […]
James Maguire · Aug 25, 2026 · 2 min

AMD Breaks 30% Client CPU Share in Q2
AMD captured a record share of the PC processor market in the second quarter of 2026, surpassing 30% of client CPU shipments for the first time as a sharp rebound in mobile processors and continued gains in servers offset a steep decline in desktop PCs. The overall x86 CPU market grew by more than 10% […]
Andy Patrizio · Aug 21, 2026 · 3 min

GPU Alternatives Poised to Outgrow GPUs in 2026 as Enterprises Ramp XPU Spending
Futurum survey finds enterprise leaders plan to increase XPU spending by 22.1% in 2026 compared to 18.7% for GPUs. XPU spending growth expected to outpace GPUs by 2027.
Brendan Burke · Jan 26, 2026 · 1 min