#semiconductor market

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A busy AI datacenter rack model on one side of a bright room and a plain automotive dashboard mockup on the other, a wide stretch of empty floor between them, a small floor marker caught being placed in the middle of the gap

Nobody in the Analog Chip Business Is Losing Sleep Over Your GPU

While the whole world argues about Nvidia's next architecture, the company making the chip that keeps your car's headlights from flickering is busy raising prices for reasons that have almost nothing to do with AI.

By Brecht Corbeel · August 10, 2026 · 4 min read

Four analyst reports fanned out on a bright table, each with a different circled total, a fifth blank sheet in the centre caught being filled in with a bracketed range rather than a single figure

AI Hardware & Semiconductors

PwC Says $1T. IDC Says $1.75T. McKinsey Says $1.6T. TSMC Says $1.5T. Here's Why the 2030 Forecasts All Disagree.

Four major forecasters, four different 2030 semiconductor-market numbers, none of them wrong. A methodology-first look at why "the" 2030 forecast doesn't exist, and how to actually use the spread.

By Brecht Corbeel · August 10, 2026 · 4 min read

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