Counterpoint Quarterly Q1 2025: Semiconductors

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Counterpoint Quarterly Q1 2025: Semiconductors

Apr 15, 2025

Counterpoint Quarterlies aggregate important notes we’ve published during the past three months – all organized by research area.

Counterpoint Quarterly Q1 2025: Semiconductors

The Semiconductors edition brings together all of our Semiconductors-related notes from Q1 2025. It offers a comprehensive collection of data, insights, and a deeper analysis of the key thoughts and perspectives from our analysts throughout the quarter.

PDF | 86 Pages

Memory Solutions for Generative AI Part 8: Custom HBM
AMD's 9000 Series GPU Launch Combines Performance and Pricing to Challenge Nvidia's Mid-Range GPU Dominance
Global Smartphone AP-SoC Market Share: Quarterly
Strong DRAM HBM Drives WFE Manufacturers’ 2024 Revenue Growth of 9% YoY
NVIDIA GTC 2025: GPU, Tokens, Collaborations
Memory Solutions for Generative AI Part 7: Mapping the Solutions
Global Foundry Industry’s Revenue Rises 26% YoY in Q4 2024 Driven by Strong AI Demand and China Recovery
Global Semiconductor Foundry Market Share: Quarterly
Memory Solutions for Gen AI Part 6: Edge Computing
MWC Barcelona 2025: Key Announcements from Day 2
MWC Barcelona 2025: Key Announcements from Day 1
Intel’s Competitive Challenges: Market Share, Manufacturing, AI Leadership
Foundry Market Outlook: Healthy 2025 with 20% Revenue Growth
ASML’s 2024 Revenue Hits Record High, Logic Segment to Lead in 2025
Leveraging Chiplets to Scale Data Center Compute
Semiconductor Test Equipment Makers’ Revenue Grows 18% YoY in 2024 on Strong AI Compute, HBM DRAM Demand
Global Semiconductor 2024 Revenue Preliminarily Expected to Rise 19% YoY
DLSS 4, Zorah, Reflex 2, G-Assist: NVIDIA’s RTX 50 Series-powered AI Gaming Innovations Shine at CES 2025
Memory Solutions for Generative AI Part 5: DeepSeek Moment in Chips
ASUS Zenbook S 16 Review: AMD Strix Point Powers Impressive On-device AI Experiences
AMD Revenues Up 14% YoY in 2024; PC TAM Expected to Grow Mid-Single-Digit % in 2025
Counterpoint Conversations: Qualcomm's AI PC Vision - From 8cx Lessons to Snapdragon X Platform
Nordic Semiconductor at CES 2025: Spearheading IoT Connectivity with Advanced Asset Tracking and Bluetooth SoC Innovations
Memory Solutions for Generative AI Part 4: Smartphone
Counterpoint Conversations: Nordic Semiconductor Bets Big on Healthcare, Wearables, Industrial IoT
Memory Solutions for Generative AI Part 3: Made in China
Infographic: Q3 2024 | Semiconductors, Foundry Share and Smartphone AP Share
CES 2025: AI to Autonomy on Day 1
Memory Solutions for Generative AI Part 2: Competitive Dynamics in HBM

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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.