Next-Generation Chips: Strategic Intelligence

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Published: September 17, 2025 Report Code: GDTMT-TR-S660-TH

Report Overview
Key Players
Table of Contents

Next-generation chips represent the next frontier of semiconductor technology, incorporating advancements in design, materials, manufacturing process, performance, and packaging. Next-generation chips are paramount to the digital transformation heralded by growth in AI tools. Next-generation chips can be found in the latest premium consumer electronics, data center servers, 5G network equipment, satellite broadband and earth observation, commercial and military radar, and other defense systems.

Scope

This report provides an overview of the next-generation chips theme.

It includes an overview of the semiconductor value chain and profiles of companies to watch.

It looks in detail at the five key challenges facing the chip industry, including high demand, market monopoly, energy consumption, skills shortage, and national strategies and the formation of regional clusters.

Key Highlights

Industrial systems, network equipment, cloud servers, and premium consumer electronics have been and will continue to be the principal consumers of advanced semiconductors. Automotive is the next frontier for next-generation chips.

The semiconductor industry faces several imminent challenges. These include a compounding skills shortage, rapidly rising energy requirements, uncertainties around the supply of critical materials, the escalating US-China trade war, and disconcerting concentrations of market power in a select few chip companies and customers, exacerbated by rising technology nationalism.

Reasons to Buy

Multi-million dollar industries, including aerospace and defense, transport, telecoms, manufacturing, and healthcare, are demanding next-generation chips. They are also increasingly necessary for AI technologies. This report tells you all you need to know about next-generation chips, including identifying companies to watch and highlighting the latest technological innovations.

ABR
AccoPower
Advantest
Alchip
Alibaba
AMD
Analog Devices
Ansys
Applied Materials
Arm
ASML
ASMPT
Atom Computing
AWS
Baidu
Besi
Branchip
Broadcom
Cadence
Cambricon
Capella Space
Cerebras
Changchun Institute of Optics
Finae Mechanics & Physics (CIOMP)
ChangXin Memory Technologies (CXMT)
Cisco
Dupont
D-Wave
Ebara
Epiworld International
Fuji Electric
Geely
Global Foundries
Google
GTA Semiconductor
GUC
Hanmi
Hanwha
Harbin Institute of Technology
Hitachi Hi-Tech
HPE
Huawei
IBM
ID Qunatique
Infineon
Infleqtion
Innoscience
Institute of Microelectronics Chinese Academy of Science
Intel
IonQ
JoinSilicon
KLA
Knowm
Kokusai Electric
Lam Research
MagicQ
Marvell
MediaTek
Meta
Microchip
Micron Technology
Microsoft
Mitsubishi Chemical Group
Monolithic Power Systems (MPS)
Nokia
NTT
Numenta
Nvidia
NXP
O-BASF
Onsemi
OpenAI
Pasqal
PsiQuantum
QORVO
Quantinuum
Quantum Brilliance
Qubitekk
QuEra
Quintessence Labs
Qunatum Motion
QunatumCTek
Renesas
Rigetti Computing
ROHM
Samsung
Sanan
Shanghai Micro Electronics Equipment
Shin Etsu
SICC
Siemens
Silicon Quantum Computing
SK Hynix
SK Siltron
Skyworks
SMIC
SMIC
Socionext
Soitec
Solvay
SST
ST Microelectronics
SUMC
SUSS
Synlight Crystal
Synposys
SynSense
Teradyne
Texas Instruments
Tianyu
Tokyo Electron
Toshiba
TSMC
Tysic
University of Science and Technology
Wolfspeed
Xanadu
Yangtze Memory Technologies (YMTC)
Zuken

Executive Summary

Introduction to Next-Generation Chips

The Semiconductor Competitive Landscape

Deep Dive into Key Technological Innovations

Industry Challenges

National Strategies and Regional Clusters

The Path to Quantum Computing

Glossary

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