The chip market is set to double in a year. Memory, not processors, is doing the lifting.
WSTS now expects world semiconductor sales of about US$1.66 trillion in 2026, more than double 2025, driven by AI data centres buying memory.
Insights
Field notes from live engagements.
Short, specific pieces written by the partners and analysts doing the work, with the data and government sources behind them. No gated downloads.
Renewables, EVs and batteries: the growth has moved south and east
A record 692 GW of renewables and more than 20 million electric cars in 2025. The fastest growth is now in Southeast Asia, Latin America, the Middle East and India.
Obesity drugs are pharma's biggest growth engine. The next phase belongs to manufacturers.
Lilly expects about US$86bn of revenue in 2026. With semaglutide patents expiring in India and other markets, price and capacity now decide who wins.
The food industry's next growth line is protein, not calories
New US dietary guidelines raise protein targets, obesity drugs change what people eat, and food companies are reformulating. Where nutrition demand is heading.
In financial services, fraud is now the growth constraint
Reported US cybercrime losses reached US$20.9bn in 2025 and India's tripled in a year. Regulators are moving the cost of fraud onto banks and payment firms.
India's factory story is now electronics and defence
Mobile phones became India's largest export in FY26 and defence production hit a record ₹1.78 lakh crore. What sits behind the numbers and where demand goes next.
The EU AI Act after the Omnibus: what moved and what didn't
High-risk rules slipped to December 2027. Much of the rest already applies, to companies well outside Europe, with fines of up to 7% of global turnover.
Forty per cent of jobs are exposed to AI. Exposure is not the same as loss.
The IMF's exposure figures are the headline. How exposure splits between gain and loss is the part leaders can act on.
AI's scarcest input is no longer chips. It is power.
Data centre electricity demand is set to double by 2030. That changes AI costs, emissions targets and where capacity gets built.
What a decade of India's UPI teaches every market about real-time payments
241.6 billion transactions a year, worth about US$3.6 trillion. What instant, near-free payment does to pricing and collections.
The reorganisation that changes nothing
Most structure changes move boxes without moving decision rights, which is why the same bottlenecks reappear within a year.
Writing an AI business case a CFO will sign
Pilots stall at the funding gate because the benefit is described in capability terms. Here is the framing that gets past it.
Why cost programmes rebound in year two
Savings hold when the work is removed, not when the headcount is. A short field note on what separates the two.
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