Semiconductor supercycle or bust? Don’t get drunk on the AI euphoria!

Global semiconductor industry's 2026 growth numbers are surreal, with the first half year growth up 102.5% vs. On current trends, full year growth will reach between 120-140%, the strongest growth ever in the industry’s 70-plus-year history. Malcolm Penn, Founder and CEO, Future Horizons, said in the Industry Update Seminar that Jan.