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

Counterpoint Quarterly Q2 2025: Semiconductors

The Semiconductors edition brings together all of our semiconductor-related notes from Q2 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 | 90 Pages

Table of Contents

• Display Capex Forecast Raised on OLED Demand
• Counterpoint Conversations: Imagination Technologies on GPU Trends, AI
• SK hynix Takes Top Spot For First Time on Continued HBM Demand
• Counterpoint Quarterly Q1 2025: Semiconductors
• Infographic: Smartphones | Apple iPhone 16e | BoM Cost
• Double-digit Growth for Quantum Dot Film & Plate Revenues in 2024 on Increased Adoption
• Global NAD Module Shipments Up 14% YoY in 2024 on Strong China Growth
• FPD Industry Analysis Seminar: First Half of 2025
• SK hynix Beats Expectations With AI-driven Innovations
• TSMC Leading-Edge Node Utilization Rates Show Sustained Strength
• Premium Smartphone SoC Revenues Rise 34% YoY in 2024, Account for Half of Total Android Smartphone SoC Revenues
• GlobalFoundries’ Q1 2025 Revenue Up 2% YoY; Automotive, Data Center Segments to Lead Revenue Growth in 2025
• AMD Revenues Up 36% YoY in Q1 2025; Expects $1.5-bn Impact to Revenues From New Export Controls in 2025
• Scaling 3D Chips With Molybdenum-Based Metallization
• Molybdenum – The Metal Enabling Next Big Leap In Chip Manufacturing for the AI Era
• Samsung Galaxy S25 Edge: Snapdragon 8 Elite, Galaxy AI, 200MP Camera and Titanium Body in Ultra slim Design
• Memory Solutions for Gen AI Part 11: Made in China Part 2
• Is Memory the New Moat for AI Chatbots?
• Computex 2025 Day 1: NVIDIA, Qualcomm, Arm Set AI & Compute Agenda
• Counterpoint Conversations: Molybdenum-Based Metallization Unlocking New Economies of Scale in Semiconductor Manufacturing
• Top Five Wafer Fab Equipment Manufacturers' Q1 2025 Performance
• NVLink Fusion - Nvidia’s Response to UALink?
• Computex 2025 Day 2: AI Innovation Across Infrastructure, Edge, Connectivity
• TVs, Tablets Help Flat Panel Display Market Recover in 2024; Automotive to Drive Future Growth
• Counterpoint Conversations: Akara – Next Gen Etching Tech for a New Era of Semiconductors
• Memory Innovation Crucial to Success of Agentic AI Era
• Infographic: Smartphones | Xiaomi 15S Pro | Key IC Suppliers
• Advancing AI 2025: AMD's Latest Products Focused on Openness
• Memory Solutions for Gen AI Part 13: Uprising Memory Pricing and Strategic Meetings
• Global Semiconductor Foundry 2.0 Market’s Q1 2025 Revenue Jumps 13% YoY Driven by AI Chip Demand
• MWC Shanghai 2025: Low-Altitude Economy, Global IoT Expansion, and Innovation in Connectivity
• Global Smartphone AP-SoC Market Share: Quarterly
• Smartphone SoC Node Transition Accelerates: 2nm Race Begins as 5/4nm Goes Mainstream
• Global NAD Module Trends: China's Growth Accelerates in 5G, Satellite-NTN Expands in Automotive
• Computex Taipei 2025：Beyond AI – Ecosystem and Partnerships

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