Gartner assured that the industry will lose sales of almost US$ 30 billion compared to this year. There are two factors at play: oversupply and its flip side, sluggish demand, and a global economy affected by inflation, rising interest rates and an incipient recession. TSMC will reduce its capital expenditure by 10% in 2022.

The consulting firm Gartner has drastically changed its forecast for the global semiconductor industry's revenue growth for 2023. Last July, it went from predicting a very slight growth of less than 1% compared to 2022, to forecasting a drop of 3.6%.

Read full article

MORE ANALYSIS

Globales · Economy15/01/2026

AI’s exponential growth strains copper supply, sparks alerts

An S&P Global report indicates that while demand is expected to grow by 50%, supply will increase at a much slower pace. It forecasts that by 2040, 25% of demand will go unmet.

Globales · Smartphones & Devices · Software and Applications14/01/2026

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

In the past two weeks, deals have been announced that position Big Tech’s AI as a market leader. OpenAI and Meta are pursuing an alternative path: replacing phones with new AI-native devices.

Globales · Convergence · Smartphones & Devices · Software and Applications06/01/2026

CES 2026 celebrates AI omnipresence

The technology fair opened its doors on Monday afternoon. Jensen Huang of Nvidia unveiled AI chips five times faster than their predecessors. Celebrities will also be in attendance.

Globales · Hardware11/12/2025

Google’s TPUs successfully challenge Nvidia’s GPUs

Big Tech chips power the Gemini 3 model, which outperformed ChatGPT 5.1—the latest version of the popular OpenAI model, which runs on Nvidia processors—in tests. It has now been announced that Anthropic will acquire one million TPUs, paying around US$25 billion for them. Meta is reportedly considering following the same path.

Globales · Data Center18/12/2025

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

List all analysis

Global chip market outlook for 2023 gloomy

MORE ANALYSIS

AI’s exponential growth strains copper supply, sparks alerts

An S&P Global report indicates that while demand is expected to grow by 50%, supply will increase at a much slower pace. It forecasts that by 2040, 25% of demand will go unmet.

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

In the past two weeks, deals have been announced that position Big Tech’s AI as a market leader. OpenAI and Meta are pursuing an alternative path: replacing phones with new AI-native devices.

CES 2026 celebrates AI omnipresence

The technology fair opened its doors on Monday afternoon. Jensen Huang of Nvidia unveiled AI chips five times faster than their predecessors. Celebrities will also be in attendance.

Google’s TPUs successfully challenge Nvidia’s GPUs

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

A DIARIO LATINO 16-01-2026

AI’s exponential growth strains copper supply, sparks alerts

Telefónica seeks to repatriate 20 years of blocked profits

Entel guilty but will not have to pay compensation to Wom

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

CRT seeks coexistence of mobile and satellite services in 3.4–3.7 GHz band