Infographic: Q4 2021 | Semiconductors
Semiconductor Top 7 by revenues, Q4 2021: Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of…
Global Semiconductor Foundry Market Share: By Quarter
Global Semiconductor Foundry Market Share (%) Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 TSMC 57% 58% 58% 58% 56% 57% 56%…
Infographic: Q3 2021 | Semiconductors
Semiconductor Top 7 by revenues, Q3 2021: Intel and Broadcom are two companies reported QoQ revenue decline in top 7 SK Hynix and Micron reported…
Infographic: Q2 2021 | Semiconductors
Semiconductor Top 7 by revenues, Q2 2021 Intel leads on laptop & server growth NVIDIA enters as GPU sales at all-time high Top 7 take 55% share……
TSMC Price Hike Indicates Capacity Tightness to Persist in 2022, May Hit Smartphone Shipments
London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – September 9, 2021 TSMC’s recent adjustment on wafer prices indicates that…
MediaTek Captures Record 43% Share of Smartphone AP/SoC Shipments in Q2 2021
Qualcomm dominated the 5G baseband market with a 55% share. Qualcomm has started dual sourcing from foundries to mitigate the supply chain…
Massive Fab Expansion to Change Geographical Mix of Supply
Counterpoint estimates a 21% increase (CAGR) in the average annual wafer capacity of leading-edge logic (non-memory) IC nodes (defined by 10nm and…
Foundry Node Migration to Shape Smartphone SoC Zero-sum Game
MediaTek’s sufficient capacity support from TSMC’s 6/7nm is attributed to its market share gains in 2021. Its next flagship 5G SoCs, under TSMC’s…
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…
Intel enters $90B foundry business with IDM 2.0 strategy
• Intel is fortifying its manufacturing business • It will compete directly with TSMC and Samsung foundries Hong Kong, Beijing, Taipei, Seoul,…
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,…
Foundry Industry’s Robust Revenue Growth to Continue in 2021
The semiconductor industry’s foundry sector delivered above-expectation revenue growth in 2020. With tightening supplies from most global vendors, we…