Where Will the Next Growth Come From? iAtlas | Insight | Market Outlook #11 The OLED market outlook for 2026 reveals an industry entering a new stage of expansion. For more than a decade, the OLED market was driven primarily by smartphones. That market remains enormous. But in 2026, smartphone OLED demand is under pressure…
Why the AI Investment Cycle Is Expanding Beyond Chips iAtlas | Insight | Market Outlook #10 The semiconductor equipment market outlook for 2026 shows that the AI investment cycle is expanding far beyond the chips themselves. AI accelerators, HBM, advanced logic and increasingly complex semiconductor packages all require new manufacturing capacity. But semiconductor capacity cannot…
Why Leading-Edge Manufacturing Is Becoming More Strategic iAtlas | Insight | Market Outlook #09 The global foundry market outlook for 2026 shows an industry becoming more concentrated, more capital-intensive and increasingly strategic. Artificial intelligence is driving extraordinary demand for leading-edge semiconductor manufacturing. GPUs, custom AI accelerators, CPUs and networking processors require advanced logic processes. HBM…
Beyond GPUs: How AI Is Reshaping the Chip Industry iAtlas | Insight | Market Outlook #08 The AI semiconductor market outlook for 2026 shows that the AI chip industry is rapidly expanding beyond GPUs. The first phase of generative AI was largely defined by one question: How many AI accelerators can data centers obtain? That…
Why Packaging Is Becoming Strategic iAtlas | Insight | Market Outlook #07 The advanced packaging market outlook for 2026 points to a fundamental change in how semiconductor performance is created. For decades, the industry’s most important performance improvements came primarily from making transistors smaller. That strategy remains critical. But AI accelerators are becoming so large,…
Why AI Is Reshaping the Memory Market iAtlas | Insight | Market Outlook #06 The HBM market outlook for 2026 shows how artificial intelligence is transforming memory from a supporting component into one of the most strategic parts of the semiconductor industry. AI accelerators can perform enormous numbers of calculations. But computing power alone is…
What Will Drive the Next Industry Cycle? iAtlas | Insight | Market Outlook #05 The global semiconductor market outlook for 2026 points to an industry entering an extraordinary new growth cycle. For decades, semiconductor demand moved through familiar cycles driven by PCs, smartphones, servers, automotive electronics and consumer devices. In 2026, however, another force is…
From R&D to Commercialization iAtlas | Insight | Market Outlook #04 The solid-state battery market outlook for 2026 is entering a critical transition. For years, solid-state batteries have been described as one of the most promising next-generation battery technologies. Their potential advantages — higher energy density, improved safety and compatibility with lithium-metal anodes — could…
How the Battery Chemistry Market Is Shifting iAtlas | Insight | Market Outlook #03 The LFP vs NCM market outlook for 2026 reveals one of the most important structural changes taking place in the global battery industry. For years, nickel-based chemistries such as NCM were the preferred choice for electric vehicles because they offered higher…
Why Energy Storage Is Entering a New Growth Phase iAtlas | Insight | Market Outlook #02 The ESS market outlook for 2026 points to a new phase of growth. Energy storage systems were once viewed mainly as supporting infrastructure for renewable energy. Today, they are becoming a core part of modern power systems. Solar and…