... Gartner client? Wafer fab equipment revenue will increase by 35.8% in 2021 and 10.7% in 2022 as IDMs and foundries continue to invest heavily in leading edge logic and memory suppliers increase new capacity. WFE revenue will decline in2023 and 2024 as manufacturers pause to digest the new capacity. Table ...
Analyst(s): Gaurav Gupta | Samuel Wang | Bob Johnson
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... Access Insights Already a Gartner client? NAND Supply constraints arrive in 2Q21 and persist into 2H22 but excessive investment fuels a downturn in2023 onwards. Despite foundry-related chip shortages, resilient demand from PCs, smartphones and SSDs is the impetus for near-term shortages and favorable ...
... Access Insights Already a Gartner client? After an 11.7% decline in2023, the semiconductor industry is entering a revenue recovery phase. Worldwide semiconductor revenue will grow 17.4% in 2024 and 13.7% in 2025 to cross the $700 billion milestone. Memory will lead 2024 growth at 70.5%, while nonmemory ...
Analyst(s): Rajeev Rajput | Nikita Singh | Masatsune Yamaji | Shrish Pant | Joseph Unsworth | Jon Erensen | Alan Priestley
... of forecast and two years of back data for the server market. Server market spending, measured in current currency, is projected to reach $138 billion in2023. This reflects a year-over-year change of 3.2% in constant currency, with a 7.2% five-year CAGR through 2027. Table of Contents List of Tables ...
Analyst(s): Adrian O'Connell | Uko Tian | Amit Goyal
... often. Plug the gaps. If key data is missing, determine whether it can be substituted in the immediate term and sourced in the longer term. Edit ruthlessly. Too much data impedes decision making, so be ruthless in the selection of metrics. Ensure that only those metrics material to decision making are ...
... often. Plug the gaps. If key data is missing, determine whether it can be substituted in the immediate term and sourced in the longer term. Edit ruthlessly. Too much data impedes decision making, so be ruthless in the selection of metrics. Ensure that only those metrics material to decision making are ...
... The cloud adoption process is often disorganized, causing infrastructure and operations technical professionals to be tasked with formalizing adoption plans for their organizations. This research provides a structured process for piloting, adopting and scaling public cloud IaaS and PaaS services. Overview ...
... Heads of infrastructure and operations should forge a critical AI literacy program that helps their staff spearhead AI initiatives and extract maximum value from AI deployment. This research provides a roadmap to create personalized AI literacy learning pathways for I&O employees. Overview Steps Review ...
Analyst(s): Ashish Banerjee | Paramita Das | Sanchi Bhat
... is garnering attention and driving new industry specifications for connecting AI infrastructure. This research helps heads of infrastructure and operations get past the hype by identifying the key strengths, limitations and applicability of the technology. More Detail Contributors Gartner Recommended ...
Analyst(s): Andrew Lerner | Simon Richard | Naresh Singh | Nauman Raja