Entries by Wendy Kuehn@acuity.co.uk

Semiconductor Q2 Review 2026

In this issue of Acuity’s semiconductor market report, we explore a quarter defined by record memory performance and constrained supply, with dealmakers focused on packaging, optical interconnect and power delivery architecture.

Semiconductor Q1 Review 2026

In this issue of Acuity’s semiconductor market report, we explore the emerging M&A trends as the focus shifts beyond raw compute toward system performance and power per bit – with I/O, bandwidth and power efficiency becoming the defining constraints in scaled AI systems.