Semiconductor Q3 Review 2025
In this issue of Acuity’s semiconductor market report, we review the steady momentum delivered across semiconductor public markets during Q3 and explore the dominant themes emerging after a turbulent start to the year.
In this issue of Acuity’s semiconductor market report, we review the steady momentum delivered across semiconductor public markets during Q3 and explore the dominant themes emerging after a turbulent start to the year.
For Acuity’s TCMS team, in spite of the adverse macroeconomic conditions that have been felt across the market, there is cause for optimism with five successful completions in H1 across fibre, IT and cloud communications.
In this H1 2025 issue of Acuity’s industrial tech market report, we analyse the trends that have influenced the industry over the past 12 months, including ongoing macroeconomic trends and key M&A drivers.
In this H1 2025 issue of Acuity’s software market report, we analyse the macroeconomic trends that have affected overall software market sentiment and the potential future effects on deal making in the sector.
In this issue of Acuity’s semiconductor market report, we reflect on the dramatic start to Q2 and analyse the trends that continue to impact the market.
In this issue of Acuity’s semiconductor market report, we analyse trends that continue to impact the market; including the continuing influence of AI, geopolitical uncertainties and supply chain challenges.
In this H2 2024 issue of Acuity’s software market report, we analyse the macroeconomic trends that have affected overall software market sentiment and the potential future effects on deal making in the sector.
In this issue of Acuity’s semiconductor market report, we analyse trends that continue to impact the market; including the continuing influence of AI, geopolitical uncertainties and supply chain challenges.
The post-pandemic hangover had largely passed in 2023, with 2024 being characterised by solid trading, decent share price performance and a respectable (if slightly subdued) level of M&A.
2024 is shaping up to be a vintage year for Acuity’s Telecoms, Cloud and Managed Services (TCMS) team. Conditions remain tough, but we are seeing strong cause for cautious optimism.