NVIDIA-Arm deal, if successful, will bring dramatic changes to industry

US chip company NVIDIA’s $40-billion acquisition of UK-based chip designer Arm from Japan’s SoftBank Group, which was announced on September 13,…

Huawei’s Travails may Bring 5G Windfall for MediaTek

MediaTek's Q2 2020 earnings call has released a lot of good news, particularly on the market update for MTK's 5G SoC in China. A big part of this…

Apple ‘Arms’ Macs with Apple Silicon

At its Worldwide Developers Conference (WWDC) this year, Apple announced that its entire Mac product line will switch from Intel chips to Apple…

The NAND flash consumption of mobile devices will be three times larger in 2025 than 2021, with the coming of the 5G era

Sponsored by Western Digital, Counterpoint has published a white paper that investigates storage demands for different 5G mobile applications. The…

Seemingly Hasty, but Prudent TSMC’s New Fab Plan in the U.S.

TSMC announced that it intends to build and operate an advanced semiconductor fab in Arizona, United States. This capacity of new fab will be 20K…

TSMC Caught in the Crossfire as US Renews Focus on Huawei

Event The US Bureau of Industry and Security (BIS) announced on 15 May that it plans to protect U.S. national security by restricting Huawei’s…

Counterpoint Autonomous Driving Chip Development

New Entrants to Autonomous Vehicle Solutions Will Drive the Market in the Coming Decade

Autonomous driving is one of the most important applications for semiconductors in the next five years. The artificial intelligent (AI) chip in the…

New Opportunities in Automotive Electronics – Innovations from Tesla’s Cybertruck

Tesla launched its new electric vehicle (EV) in November 2019, the Cybertruck, which has several new features, such as the sharp-edged design, the…

Memory Tracker Counterpoint Components

Expected Memory Market Rebound in 2020 and Continuous Investment Can Strengthen Samsung’s Leading Position in Memory

Samsung Electronics announced that it achieved memory revenue of 13.26 trillion won (USD 11.48 billion) in Q3 2019, up 7.8% sequentially, but down…

Intel Q3 2019: NSG Business Continues to Lose Money But Promising Signs Emerge

Counterpoint has been tracking Intel's Non-Volatile Memory Solutions Group (NSG) performance for years since it’s one of top NAND flash players.…

Rising UFS Shipments Opens Up Opportunity for Western Digital and Toshiba Memory Corporation

The share of eMCP in mobile memory unit shipments has declined for the fourth consecutive quarter in Q2 2019 to 58.9% from 65.4% in Q2 2018,…

SEMICON West 2019: New Non-Volatile Memory Technologies MRAM, PCM and RRAM to Revolutionize Future AI Workloads

Counterpoint Analysts were invited by Applied Materials, one of the leading semiconductor manufacturing equipment vendors, to participate in the AI…

SK Hynix to Cut DRAM Production and Reduce Wafer Start of NAND Flash

SK Hynix will begin to cut DRAM production from Q4 2019 as well as reduce its NAND flash wafer start by 15% as compared to its 2018 output. Last…

Mainstream Interface of Mobile Memory Is Transforming to Meet The Demand For New Applications

Consumers’ expectation for better performance will continue to drive up the demand for high-speed and high-bandwidth memory in smartphones in the…

Another Set of Tariffs on Chinese Imports to the US will Further Slowdown Recovery of NAND Flash Market

The US is likely to impose high tariffs on all remaining Chinese imports, including all handsets manufactured or assembled in China. The tariffs,…

memory, sk hynix, samsung

Emerging Memory Supplier YMTC to Challenge Global Leaders such as Samsung, SK Hynix & Western Digital in Next Five Years

In 2018, the global NAND flash market reached US$58 billion. Mobile phones and PCs account for 42.1% and 16.2% of the overall NAND market demand,…