This is a monitoring dashboard to inform your decisions about where the semiconductor cycle for AI hardware stands based on key indicators from Omdia research. This is updated for the second half of 2025, valid as of March 3, 2026
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Advanced Computing Market Inflection Watch – 2H25
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The Analyst Team
Alexander Harrowell
Follow AnalystPrincipal Analyst, Advanced Computing for AI
Alexander covers the market for semiconductors as it relates to AI and machine learning. This includes GPUs, dedicated AI ASICs and ASSPs, FPGAs, and future technologies, as well as companies such as Arm, NVIDIA, Cerebras Systems, Hailo, and Ambarella. He can help you with market forecasting, technology strategy, and positioning.
Starting as a journalist at Mobile Communications International magazine, Alexander has 17 years’ experience. Since joining Omdia in 2016, Alexander has covered technologies for small and medium enterprises, with a focus on mobile and, more recently, 5G for enterprises. He developed the Omdia Enterprise 5G Innovations Tracker to monitor the emerging enterprise 5G and CBRS ecosystem. He was the second employee of start-up consulting firm STL Partners, where he worked on mobile, open source, distributed computing, and the two-sided business model.
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