China's semiconductor industry is showing signs of flourishing even in the face of Biden administration efforts to counter its growth, raising alarm bells in Washington, according to a Bloomberg report on June 13. Chinese orders for chip-manufacturing equipment from overseas suppliers rose 58% in 2...
As a result, many semiconductor companies carry out design and marketing but choose tooutsourcesome or all of the manufacturing. Known asfablesschip makers, these companies have high growth potential because they are not burdened by the overhead associated with "fabrication," or manufacturing.12 Inv...
It will take time to return to the revenue levels of late 2021. NVIDIA led the semiconductor turnaround in 2Q23. Industry wide, semiconductor revenue grew $4.6 bn from the previous quarter, and $2.5bn of that increased quarterly revenue came from NVIDIA alone. The rapid, recent growth in...
Theglobalsemiconductorindustryisexpandingatanunprecedentedrate.Ouranalysissuggests thattheindustrywillgrowby6to8percentperyearthrough2030,whenitwillhitthe$1trillionannualrevenuemark. Demandfromendmarkets-forusessuchas computing,datastorage,wirelesscommunication,andAl-isresponsibleforabout60percentofthisgrowth.Therestco...
problems. Today, HPC has already surpassed the smartphone as a growth driver. It is one of the fastest growing segments of the semiconductor industry, with the global HPC chipset market size expected to reach $13.68 billion by 2027 from $4.30 billion in 2019, according to research from Report...
The Semiconductor Industry is not only the driver in the Electronics Industry, the world's largest and fastest growing industry, but is also important in its own because of its size (100 B$ today, 1,000,000 people directly involved). The growth in this industry is three-fold: By 1998, ...
The industry’s growth has been accompanied by investment. For the past 20 years, we’ve seen the leading-edge 300 mm wafer receive generous amounts of investment in the form of R&D and operational best practices, which has made it relatively easy to increase manufacturing capacity. But for ...
In terms of end markets, both PC and smartphone sales are expected to grow 4% in 2024, after 2023 declines of 14% and 3.5%, respectively. Returning to growth for these two end markets is likely important for the semiconductor industry: In 2022, communication and computer chip sales (whic...
I think the difference was really that big unknown “how would the economy react in that time period there?” We felt the supply and demand the all those other issues there, which the industry was in control of will push you towards that middle range there the -22%. But if the economy...
Per my previous blogs,mobile internet devicesare a leading driver of semiconductor growth. Next-generation semiconductors will enable new mobile applications that take advantage of high-speed data connections, high-performance applications, added processing capabilities, and long battery lifetime. The resul...