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

América Latina · Submarine Cables · Terrestrial Backbones · Data Center16/09/2026

Globales · Software and Applications · Regulation10/09/2026

Sleepwalking toward AI-driven extinction? Technical warnings and regulatory capture criticism

As catastrophic warnings about the uncontrolled use of AI continue to emerge, other sources argue that frontier AI labs are actually seeking to make an impact in order to secure regulatory and, eventually, economic benefits.

México · Spectrum09/09/2026

Opportunity opens up: Mexico to cut spectrum costs by 12% in 2027

In its proposed budget for next year, the Treasury Secretariat proposed changes to key spectrum bands for 5G deployment, including the 3.5 GHz band.

Globales · Software and Applications08/09/2026

Telecommunications and gaming: The impact of a US$213.9 billion market

The figure comes from Newzoo’s latest report, which says CSPs have an opportunity to monetize their network investments as gaming activity grows in Asia and Africa. Latin America does not feature as a driver of global gaming growth.

América Latina · Software and Applications · Data Center07/09/2026

Nokia: The AI supercycle and the new paradigm for global network traffic toward 2034

The Finnish vendor expects global WAN traffic to grow exponentially, driven largely by direct AI-generated traffic. This will substantially reshape optical, IP and transport networks by creating sustained demand for high-capacity connectivity to and between data centers, affecting everything from the metropolitan edge to the regional core.

List all analysis

Global chip market outlook for 2023 gloomy

MORE ANALYSIS

Sleepwalking toward AI-driven extinction? Technical warnings and regulatory capture criticism

As catastrophic warnings about the uncontrolled use of AI continue to emerge, other sources argue that frontier AI labs are actually seeking to make an impact in order to secure regulatory and, eventually, economic benefits.

Opportunity opens up: Mexico to cut spectrum costs by 12% in 2027

In its proposed budget for next year, the Treasury Secretariat proposed changes to key spectrum bands for 5G deployment, including the 3.5 GHz band.

Telecommunications and gaming: The impact of a US$213.9 billion market

The figure comes from Newzoo’s latest report, which says CSPs have an opportunity to monetize their network investments as gaming activity grows in Asia and Africa. Latin America does not feature as a driver of global gaming growth.

Nokia: The AI supercycle and the new paradigm for global network traffic toward 2034

A DIARIO LATINO 16-09-2026

Omdia: Global smartphone market to decline 12% in 2026

Digicel to sell El Salvador operation to GITES

EllaLink connects Pará and Maranhão to 17 Tbps submarine cable

Lula da Silva enacts Redata, setting stage for regulatory battle