Macro Cycle

2026 Global Semi CapEx Map: The Divergence Between Advanced and Mature Nodes

2026-07-25
David Mitchell

Global Semi M&A Value Hits 5-Year High, Consolidation Wave Accelerates

2026-07-23
James Wilson

The Unexpected Correlation Between Semi Sentiment and Crypto Mining Demand

2026-07-23
Jonathan Reed

SE Asia’s Share of Global OSAT Capacity Breaks 20% for the First Time

2026-07-22
Daniel Foster

Regional Reconfiguration of Global Semi Supply Chain: US-EU-SEA Triangle

2026-07-22
William Turner

2H 2026 Semi Order Visibility Survey: Views from 50 Procurement Managers

2026-07-22
Marcus Reed

Europe’s Chips Act Catch-Up Dilemma: The Gap Between Capacity Targets and Reality

2026-07-21
Ethan Parker

The Structural Contradiction of Layoffs and Mass Hiring Co-Existing in Semi Industry

2026-07-20
David Bennett

Historical Correlation Between Semi Cycles and Global GDP Growth

2026-07-17
Ethan Richardson

Inventory Adjustment Done – Lead Times Shorten to Normal Levels

2026-07-16
Steven Parker
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