In our2024 semiconductor industry outlook, we drill down into five key trends for the year ahead that semi companies will have to navigate to gain a competitive advantage: Generative AI accelerator chips and how semiconductor companies are using GenAI Trends around smart manufacturing The need for...
The semiconductor industry confronts a unique cyberthreat landscape. Beyond common ransomware attacks, chipmakers possess highly valuable and restricted intellectual property, making them prime targets for the actors, especially with rising chip importance and geopolitical tensions. This focus on IP as a ...
Unless performance and efficiency can be exponentially improved, the projected growth in datacenter capacity over the next decade will not be achievable. Such a shift represents a major disruption to the semiconductor industry. The capital expenditures of four of the hyperscale...
China will likely be on of the biggest factors keeping a lid on the rate of recovery in the semiconductor industry in 2024. While it has no impact on the leading edge , we need to remember that the vast majority of semiconductor units is for mature technologies that Chi...
2024 Market Surge: Key Drivers and Trends The semiconductor industry saw a remarkable 24% growth in the first half of 2024, and expectations for the second half are even higher, with a forecasted 29% increase. This extraordinary growth is largely propelled by the demand for high-performance AI...
Worldwide Semiconductor Market Outlook, 2024 By: Rudy Torrijos Loading Add to shopping cart $7,500.00 Content 20 slides Get More When you purchase this document, the purchase price can be applied to the cost of an annual subscription, giving you access to more research for your investment....
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Our Overweight in Korean equities within Asia ex-Japan reflects our expectations of a rebound in earnings growth next year, driven by a turnaround in the semiconductor industry. Valuations significantly moderated from extreme levels back in Q2 23, providing a more attractive entry opportunity. Fig....
China accounts for a significant 21% of sales to the semiconductor industry; this could be subject to further restrictions due to geopolitical concerns Geographical sales breakdown for the Philadelphia Semiconductor index Source: FactSet, Standard Chartered Top...
IIT Madras’s Latest Research to Fuel India’s Semiconductor Industry The Indian Institute of Technology... More>> EDITOR'S COLUMN The Distinctive Traits of Ratan Tata: What Made... Ratan Naval Tata’s passing ends an era for Indian and global business. Ratan Tata, a... ...