Logic, Memory & Foundry
Advanced-node economics (3nm/2nm), DRAM and NAND cycles, TSMC-Samsung-Intel dynamics.
MeridianConsensus
Decision-grade Market IntelligenceAny market · any geography
Industry coverage1 commissioned study · $3.5B in aggregate coverage
Semiconductors & Electronics.
Semiconductor geopolitics is now first-order. We cover logic, memory, analog, SoC, compound semis (SiC, GaN), equipment (EUV, deposition, etch), and the electronics value chain from foundry to OEM.
Our view
Thesis on Semiconductors & Electronics.
Semiconductor geopolitics is now first-order. We cover logic, memory, analog, SoC, compound semis (SiC, GaN), equipment (EUV, deposition, etch), and the electronics value chain from foundry to OEM.
Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research
Sub-sectors of Semiconductors & Electronics.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Analog, Power & Compound Semis
Analog ICs, power management, SiC/GaN adoption in EV and industrial applications.
Interactive · live
A working semiconductors & electronics dashboard.
Every commissioned semiconductors & electronics study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.
Interactive dashboard · live
Global semiconductors · specimen
Overview
2025 size · 2026–2036 forecast · committee-signed
$491B
2019$513B
2020$537B
2021$561B
2022$586B
2023$612B
2024$640B
2025$919B forecast
2030$1.42T forecast
2036Revenue trajectory (historical 2020 – Q1 2026 · forecast 2026–2036)
Strategic themes · this quarter
What is moving in Semiconductors & Electronics.
The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.
US–China export controls escalation
Node-threshold, equipment-class, and entity-list expansions; allied-block coordination.
TSMC US fab ramp
Arizona fab timelines, yield economics, and advanced-packaging capacity siting.
HBM capacity and AI-training demand
HBM3E/HBM4 capacity constraints; DRAM-maker capex-ROI; merchant-GPU share dynamics.
In the library
Commissioned studies.
Who uses this research
Role-tested in Semiconductors & Electronics.
The four teams that most commonly commission semiconductors & electronics research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.
Corporate Development · Semis
Logic, analog, and equipment acquisition diligence with supply-chain and export-control context.
Commission research
A semiconductors & electronicsmarket we haven’t yet covered?
Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.
Adjacent coverage
Related verticals.
Intel Watchlist · from $89/mo
Track semiconductors & electronics continuously — never miss a deal, exec move, or filing.
Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on semiconductors & electronics. Email + Slack delivery. Cancel any time.