Counterpoint Research Foundry Capacity Shortage to Last Longer Than 1 Year Along With Increasing Foundry Costs

Foundry Capacity Shortage to Last Longer Than 1 Year Along With Increasing Foundry Costs

The semiconductor supply chain has been suffering capacity constraints since H2 2020, with both TSMC and Intel guiding more than 18 months of supply…

Counterpoint Research US Prepaid Channels Could Feel Components Supply Crunch Soon

US Prepaid Channels Could Feel Components Supply Crunch Soon

After a tough 2020 where annual smartphone sales shrank by 15%, Q1 2021 looks promising. Our weekly counts hint at a 15-20% bump from last year –…

Why Tech Should Follow Geopolitics in 2021

Why Tech Should Follow Geopolitics in 2021

2020 was a year of crisis. And while it is hard to find reason for optimism in its wake, there are several lessons to be learned from the tumult that…

Counterpoint Research: A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry

A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry

A bottom-up analysis on chip supply shortage and Intel’s CPU outsourcing plan from equipment and capex perspectives Since the beginning of this year,…

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…

Counterpoint Qualcomm's Results Quantifies Global Handset Slowdown Due To COVID-19, Limited Impact to 5G Expectations

Qualcomm’s Results Quantifies the Global Handset Slowdown Due To COVID-19, but Limited Impact to 5G Expectations

Qualcomm announced its March quarter earnings. Results were quite solid considering the once-in-a-lifetime global economic slowdown caused by…

Counterpoint Qualcomm Snapdragon 460, 662, and 720G Mobile Platforms - Chip Case

Qualcomm Brings Advanced Smartphone Features & Ecosystem Strengths to Snapdragon 4,6,7 Series LTE Platforms

The smartphone market is going through a wave of change as we are at the horizon of the 5G era. 2020 is going to be the breakout year for 5G NR.…

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…

Counterpoint Shenzhen Goodix Technology Analysis

Another Strong Quarter for Android’s No.1 Fingerprint Solution Provider – Shenzhen Goodix Technology

Shenzhen Goodix Technology Co., Ltd. (SH: 603160), which mainly manufactures fingerprint identification chips and capacitive touch controller chips,…

Qualcomm Snapdragon 765 5G 865 5G

Post Event Coverage: Day 1 Snapdragon Tech Summit :: Qualcomm Accelerates Its 5G Efforts with New Mobile Platforms

Qualcomm’s Snapdragon Tech Summit 2019 kicked off on 3rd December in Maui. Qualcomm has billed it as the largest launch event of the year for the…

AMD Ryzen Processor

AMD Q3 2019: Highest Quarterly Revenue in a Decade Driven by Ryzen Shipments

AMD reached its highest quarterly revenue in a decade, at US$ 1.8 Billion. AMD’s recently launched EPYC (2nd Gen) processor managed to capture…

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…

Mobile Camera

Smartphone CIS Market to Hit US$12 Billion by 2020

CIS (CMOS Image Sensor) has become one of the most vibrant fields in the semiconductors business, with an annual revenue growth rate of up to 10%.…

Samsung DS is Ready to Ride the 5G Wave

Samsung DS (Device Solution) is ready to unleash the huge potential of 5G and IoT, with comprehensive upgrades to the mobile processor, Neural…

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,…

speech recognition

Syntiant’s Speech Recognition Chip Certified for Alexa

Syntiant, an AI chip start-up based in Irvine, California, received the news on August 7 that its Neural Decision Processors (NDP), NDP100 and NDP…

Why Qualcomm Should Worry About MediaTek’s New Moves?

MediaTek recently launched its Helio G90 and Helio G90T smartphone system-on-a-chip (SoCs), eyeing a growing affordable premium segment as well as…

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…