The semiconductor industry is thriving and on track to exceed $800bn in 2025, with growth now more balanced across segments. AI and memory lead, setting up a record-breaking fourth quarter and 2026 expansion.
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Semiconductor revenue remains strong, with industry-wide contributions
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The Analyst Team
Cliff Leimbach
Follow AnalystSenior Research Analyst
As part of Omdia’s memory and storage team, Cliff is responsible for providing research, analysis, and forecasting of DRAM and NAND memory for mobile and embedded applications, as well as providing coverage of the NOR flash market. Cliff’s main research focus is on memory in smartphones.
Prior to joining Omdia (formerly IHS Markit) in 2008, Cliff received a master’s degree in economics from the University of Southern California and a bachelor’s degree in economics from the University of Utah.
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