Reports

In this H1 2026 issue of Acuity's industrial technology report, we assess accelerating M&A and resilient industrial capex in H1 2026, as investment concentrates on the sensing, electronics and power technologies underpinning AI infrastructure.

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.

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.

In Acuity's latest Internet of Things market report, we reflect on the trends that shaped the sector during 2025 and the key investment criteria continuing to drive M&A decisions.

Having delivered a standout 2025 with eight completed transactions, Acuity's TCMS team observed continued buyer appetite for resilient assets across the TCMS landscape and are expecting a stronger pipeline in 2026.

In this issue of Acuity’s industrial technology report, we assess stabilising market conditions in H2 2025, setting a strong foundation for 2026 with an ongoing focus on automation, sustainability and innovation-led M&A.