Retimer Market worth $1,022.2 Million by 2029, at a CAGR of 10.7%
The global Retimer Market Size in terms of revenue is estimated to be worth $613.6 million in 2024 and is poised to reach $1,022.2 million by 2029, growing at a CAGR of 10.7%.
The report " Retimer Market by PCIe (PCIe 1.0, PCIe 2.0, PCIe 3.0, PCIe 4.0, PCIe 5.0, PCIe 6.0), CXL, USB, SATA, HDMI, ThunderBolt, Ethernet, DisplayPort Interfaces, Servers, Storage Devices, Accelerators, Workstations, Routers, Gaming PCs - Global Forecast to 2029" The global retimer market is projected to reach USD 1,022.2 million by 2029 from USD 613.6 million in 2024; it is expected to grow at a CAGR of 10.7%.
Download PDF Brochure @
Browse 203 market data Tables and 76 Figures spread throug 270 Pages and in-depth TOC on "Retimer Market"
View detailed Table of Content here - https://www.marketsandmarkets.com/Market-Reports/global-retimer-market-224754448.html
The major drivers for the retimer market include rising demand for high-speed data transmission, the surging requirement for improved signal integrity, and the growing adoption of cloud computing owing to data centers expansion. Some emerging factors of the growth include the increasing implementation of edge computing and the growing use of retimer technology in automotive and industrial IoT applications. Technical hurdles in retimer deployment across high-speed data environments, and performance degradation due to compatibility issues are expected to be restraining factors for the retimer market. The availability of alternative solutions that are used for the same functions and regulatory and compliance related challenges are expected to create challenges for the retimer market. The rapid increase in Ethernet usage because of the need for faster and more reliable network connections, is also a significant factor driving the adoption of retimers. Retimers help improve signal quality, which is essential for high-speed Ethernet applications. The expansion of telecommunication infrastructure in emerging markets such as BRICS nations is also an important factor driving the growth of the Retimer Industry.
CXL interface retimer segment to grow at a significant CAGR during the forecast period.
CXL interface retimers are expected to grow at a significant CAGR during the forecast period, driven by their applications in Al and ML. They enable direct memory access between devices, help bypass the CPU, and reduce the latency. This feature is beneficial for data-intensive workloads like Al and ML technologies. In Al workloads, CXL enables faster data processing by allowing GPUs to access large datasets stored in memory without the latency typically associated with traditional memory management techniques. They restore and equalize signals, compensating for jitter and channel frequency loss. This capability ensures that the data transmitted remains accurate and reliable in high-speed data applications.
Server application segment to grow at a significant CAGR between 2024 and 2029.
The server application segment is expected to grow at a significant CAGR during the forecast period due to rising demand for enhancing signal integrity and enabling high-speed data transfer. One of the primary functions of retimers in server applications is to enhance signal integrity across high-speed data paths. As server architectures evolve to support faster data transfer rates, such as those defined by PCIe 5.0 and PCIe 6.0, the need for robust signal conditioning becomes critical. With the ability to maintain low latency—often adding only minimal delay—retimers facilitate efficient communication between CPUs, GPUs, and other peripherals, making them essential for modern data centers that demand robust performance for applications such as AI and large-scale data processing.
Retail segment to grow at a significant CAGR during the forecast period.
The retail end user segment is attributed to grow with a significant CAGR in the forecast period. The retail sector has changed in recent years on the wheel of the fast adoption of digital technologies and e-commerce platforms. While retailers are increasingly dependent on high-speed data transmission for a wide range of applications, demand for retimers increases consequently. They have major functions in maintaining the integrity and reliability of data signals, which is important in ensuring seamless operations across online and brick-and-mortar stores, among other retail channels.
Asia Pacific region is likely to grow at a significant CAGR during the forecast period.
The Asia Pacific region is projected to grow at a high CAGR during the forecast period due to various drivers across its countries. China is home to retimer manufacturers such as Montage Technology, Saidi Semiconductor (Shenzhen) Co., Ltd., and Linkreal Co., Ltd. The manufacturers of such retimers in China continually engage in research and development to come up with sophisticated retimers that are used in data centers and cloud computing. The Indian government's Digital India initiative, through which the country is trying to become the powerhouse of digitization, is attracting increased investments in data centers, cloud computing, and high-speed networks, hence enabling faster adoption of retimers. The demand for retimers in Japan is being driven by the rapid growth experienced within data centers due to a huge demand for cloud computing and big data analytics. Data centers, as they proliferate, raise the demand for high-speed, reliable data transmission solutions; hence, it makes such a device indispensable as a retimer.
Some of the key players in the Retimer Companies include Astera Labs, Inc. (US), Broadcom (US), Marvell (US), Renesas Electronics Corporation (Japan), Texas Instruments Incorporated (US), Parade Technologies, Ltd. (Taiwan), Intel Corporation (US), Diodes Incorporated (US), Microchip Technology Inc. (US), Montage Technology (China), Rambus (US), Semtech Corporation (US), Phison Electronics (Taiwan), Nuvoton Technology Corporation (Taiwan) and Kandou Bus SA (Switzerland).
About MarketsandMarkets™
MarketsandMarkets™ has been recognized as one of America's Best Management Consulting Firms by Forbes, as per their recent report.
MarketsandMarkets™ is a blue ocean alternative in growth consulting and program management, leveraging a man-machine offering to drive supernormal growth for progressive organizations in the B2B space. With the widest lens on emerging technologies, we are proficient in co-creating supernormal growth for clients across the globe.
Today, 80% of Fortune 2000 companies rely on MarketsandMarkets, and 90 of the top 100 companies in each sector trust us to accelerate their revenue growth. With a global clientele of over 13,000 organizations, we help businesses thrive in a disruptive ecosystem.
The B2B economy is witnessing the emergence of $25 trillion in new revenue streams that are replacing existing ones within this decade. We work with clients on growth programs, helping them monetize this $25 trillion opportunity through our service lines – TAM Expansion, Go-to-Market (GTM) Strategy to Execution, Market Share Gain, Account Enablement, and Thought Leadership Marketing.
Built on the 'GIVE Growth' principle, we collaborate with several Forbes Global 2000 B2B companies to keep them future-ready. Our insights and strategies are powered by industry experts, cutting-edge AI, and our Market Intelligence Cloud, KnowledgeStore™, which integrates research and provides ecosystem-wide visibility into revenue shifts.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
25 minutes ago
- Globe and Mail
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Soar in September (Hint: It's Not Nvidia)
Key Points Rising AI infrastructure spend bodes well for data center services and GPU designers. Access to high-caliber memory and storage solutions should arise alongside increased demand for GPUs. Micron Technology has a budding high-bandwidth memory solutions business, yet it trades at a considerable discount to other leading semiconductor stocks. 10 stocks we like better than Micron Technology › Over the last few weeks, several big tech companies have reported earnings for the second calendar quarter of 2025. One of the biggest takeaways from behemoth artificial intelligence (AI) developers like Alphabet, Meta Platforms, Microsoft, and Amazon is that investment in infrastructure continues to surge. Collectively, these companies are expected to spend more than $330 billion on AI infrastructure this year alone. A large portion of this capital is going to data center buildouts, networking equipment, servers, and more chips, of course. At first glance, these secular tailwinds may appear most favorable for GPU designers such as Nvidia and Advanced Micro Devices. However, rising GPU acquisition ignites demand for other mission-critical services within the broader semiconductor landscape, too. Let's dig into why Micron Technology (NASDAQ: MU) also looks well positioned alongside its chip peers to benefit from rising AI infrastructure spend from the hyperscalers. Is now a good time to scoop up shares of Micron with earnings scheduled for September? Read on to find out. What does Micron do? Nvidia and AMD design advanced chipsets called GPUs, which serve as the core architectures on which AI models are trained and inferenced. Micron enters the equation through its high-bandwidth memory (HBM) solutions, which essentially help keep GPUs running at optimal speeds and help prevent bottlenecks during data workload processing. Outside of data centers, Micron's DRAM and NAND products power applications across Internet of Things (IoT) devices such as smartphones and gaming PCs, as well as cloud infrastructure and more industrial applications such as autonomous automotive systems and robotics. How large of an opportunity is high-bandwidth memory? According to data compiled by Bloomberg Intelligence, the total addressable market for HBM was estimated to be worth $4 billion in 2023. This figure is expected to grow at a 42% compound annual growth rate through 2033, reaching approximately $130 billion by the early 2030s. Despite this rapid acceleration, the HBM market remains highly concentrated. Only a few companies such as Micron, Samsung, and SK Hynix are producing HBM solutions at global scale. While competition is intense, I see this industry concentration as the foundation of Micron's high strategic market value. As hyperscalers expand AI capacity, many will seek to diversify their supply chains for different chip components. This makes sense, as big tech does not want to rely solely on a singular vendor in order to ensure steady access to chip supply, lock in favorable pricing, and access broader manufacturing footprints. With its growing HBM capabilities, Micron is well positioned to acquire additional market share in this environment. Is Micron stock a buy right now? The chart below benchmarks Micron against a small cohort of leading chip stocks on a forward price-to-earnings (P/E) basis. Data by YCharts. The obvious thing that sticks out is that Micron's forward P/E experienced notable compression during late 2024. This is due, in part, to the lumpiness in Micron's financial guidance since accurately forecasting demand trends for a still-developing market such as HBM is challenging. Investors tend to shy away from uncertainty, which appears to be weighing on sentiment around Micron at the moment. The valuation disparity between between Micron and its peers could suggest that investors do not fully understand or appreciate just how important the company's products are to overall AI infrastructure. Micron's HBM solutions and edge computing products are essential for AI development at scale. As the market begins to connect the dots between Micron's leadership in memory and storage chips to the broader AI narrative, there is significant room for Micron's valuation to expand. With earnings scheduled for next month and the stock still trading for a steep discount to its peers, Micron looks like a compelling buy right now. Should you invest $1,000 in Micron Technology right now? Before you buy stock in Micron Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,783!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,122,682!* Now, it's worth noting Stock Advisor's total average return is 1,069% — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
CBC
26 minutes ago
- CBC
Is the stock market in an AI bubble?
Stock markets surged again this week, reaching new all-time highs. Yet again, gains in financial markets were driven by a handful of companies focused on artificial intelligence. Tech giants like Meta and Nvidia have seen their values soar while investors wait breathlessly for OpenAI, Anthropic and Perplexity to go public. But for all the enthusiasm, some investors are worried. They say we've been down this road before. And they're pointing to the dot-com bubble in the 1990s when tech companies skyrocketed in value only to see the bubble burst in early 2000. "The difference between the IT bubble in the 1990s and the AI bubble today is that the Top 10 companies in the S&P 500 today are more overvalued than they were in the 1990s," wrote Torsten Sløk, Chief Economist at the economics research firm Apollo in a note on his website, citing the price-to-earnings ratios of the companies, a common measure of whether a company's stock may be overvalued. In other words, he says, this time the bursting bubble could be even worse that it was. And that's saying something. The dot-com bubble in the 1990s had many similarities to the market today. A new technology was offering a potential game-changing way of doing business, and everyone wanted a piece of it. When the bubble burst Many of today's biggest companies were founded in those nascent days of the internet. Companies like Apple, Amazon and Microsoft were key pillars to the then-new wave of technology companies. But other giants of the day failed and were wiped out when the bubble burst. Companies like and WorldCom raised hundreds of millions of dollars and collapsed. From 1995 to March of 2000, the NASDAQ index had climbed 80 per cent. Then the bubble burst. By October of 2002, the NASDAQ had dropped by a staggering 78 per cent from its peak, wiping out all the gains it made during the bubble. Today, it's not hard to find similarities in the markets. Investors are flocking into a space they don't fully understand, before the use-case application of the underlying technology is established. The real economy is struggling to find its footing amid all the turmoil and uncertainty associated with Trump's trade war and on-again, off-again tariffs. Job growth has slowed and the U.S. economy shrank in the first three months of the year. Some of America's biggest companies have been clobbered by tariff costs. GM says tariffs led to a $1.1 billion drop in profits. Ford posted its first quarterly loss in years. And still stocks are at all-time highs and there is a clear sense of FOMO (fear of missing out). "Every bubble in modern market history has been based on a narrative, whether it be the internet or real estate," wrote Wall Street trader Tom Essaye in his newsletter Sevens Report. "Today, that potentially bubble-inflating theme is unquestionably AI technology." What looks different this time But for all the similarities, there are some very obvious differences as well. Barry Schwartz joined the investment firm Baskin Wealth Management as the dot-com bubble was bursting. Today, he's the company's president and chief investment officer "Unlike the dot-com pre-revenue companies, these companies are profitable. They have global distribution, captive customers," he said in an interview with CBC News. Schwartz says Google, Apple, Meta and Amazon all have billions of customers. He says those businesses will continue whether AI becomes a game changer or not. But if it does, those tech giants will be poised to take advantage. "So this is not like chicken and the egg. The egg and the chicken are already on the table. The market understands it," said Schwartz. U.S. President Donald Trump's AI czar, billionaire David Sacks, says most people don't fully understand where AI development really is at the moment. "The Doomer narratives were wrong," he posted to the social media platform X. Sacks says that narrative was built on the notion that there would be a rapid take-off to artificial general intelligence which would propel one AI model to self improve rapidly enough to leave the others in the dust. But he says, the opposite is happening. "The leading models are clustering around similar performance benchmarks," he wrote in his lengthy post last week. "Model companies continue to leapfrog each other with their latest versions." More to the point, those models (like OpenAI's ChatGPT, X's Grok or Google's Gemini) are building what he calls "developing areas of competitive advantage." WATCH | AI 'assistants' could change how you use the internet AI agents could change how you use the internet 16 days ago OpenAI and other big tech companies are starting to roll out the next wave of artificial intelligence, designed to operate with more autonomy. CBC's Nora Young breaks down how agentic AI works and why some think it will change how you use the internet. So, from a market perspective, a handful of AI models are in healthy competition with one another. Meanwhile, the tech giants (Apple, Amazon, Meta just to name a few) are aggressively adapting AI into their business models. And chip makers like Nvidia can barely keep up with the insatiable demand all those companies have developed. Case in point, Nvidia hasn't just seen its stock take off. Its revenues are so big they're hard to wrap your head around. Since 2022 Nvidia's revenues have quintupled. Its profits are up more than tenfold. Tariff uncertainty – even for tech The fears of a repeat of the dot-com bubble may be legitimate. But for now, the more pressing threat is that financial markets start pricing in the impact of the global trade war. Multiple company earnings reports have shown just how deep tariffs are already biting. Automakers like GM and Ford led the charge, but the tech companies aren't immune. Apple says tariff-related costs will climb to $2 billion through the first half of this year. Schwartz says he knows just how dangerous it is to think that "this time is different." But he says the issue boils down to a pretty simple calculation. "It just comes down to one simple question. Do you think we're gonna be using more AI and data in the future or less?" he said.
Globe and Mail
an hour ago
- Globe and Mail
CoreWeave, Inc. Class A (CRWV) Gets a Buy from Jefferies
Jefferies analyst Brent Thill maintained a Buy rating on CoreWeave, Inc. Class A today and set a price target of $180.00. The company's shares closed yesterday at $148.75. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. According to TipRanks, Thill is a 5-star analyst with an average return of 12.3% and a 61.24% success rate. Thill covers the Technology sector, focusing on stocks such as Oracle, Microsoft, and Datadog. CoreWeave, Inc. Class A has an analyst consensus of Hold, with a price target consensus of $117.56, implying a -20.97% downside from current levels. In a report released on August 11, J.P. Morgan also maintained a Buy rating on the stock with a $135.00 price target. Based on CoreWeave, Inc. Class A's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $981.63 million and a GAAP net loss of $314.64 million. In comparison, last year the company earned a revenue of $116 million and had a GAAP net loss of $170.57 million
