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Market Data

Gartner Forecasts Semiconductor Revenue to Surge 92% in 2026
AI Infrastructure

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
AI Silicon

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
Analysis

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