Electronics & Semiconductors

Market highlights

0%Illustrative CAGR

2026–32Forecast window

0+Countries tracked

0+Companies mapped

The five shifts shaping demand, and what companies can do about each.

Rising fast

Data centres need advanced processors and high-bandwidth memory.

For companiesSecure capacity and long-term supply agreements.

Rising fast

Stacking and chiplet designs make packaging as important as the chip itself.

For companiesInvest in or partner for packaging capability.

Ongoing

Subsidies and security concerns are creating fabs outside traditional hubs.

For companiesPlan supply routes for multiple regions.

Building

Silicon carbide and gallium nitride are gaining share in power systems.

For companiesQualify wide-bandgap parts early in design.

Ongoing

Rules on advanced technology change what can be sold and where.

For companiesBuild compliance checks into sales and design decisions.

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