Infographic: Global Foundry Revenue Share | Q2 2022

Foundry Revenue Share by Vendors TSMC gained 200 bps in terms of market share in Q2 2022, driven by leading technology nodes for iPhone AP and…

Consumption of Indian Semiconductor Components to Climb to $300-Billion Cumulative Revenue During 2021-2026

Mobile and wearables, IT and industrial segments currently contribute around 80% of the semiconductor revenues in India. ‘Make in India’ and…

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Semi Bellwether TSMC’s Q2 Earnings Forecast Sunny Days Ahead

COVID-19, along with the rise of advanced capabilities such as 5G, AI and imaging technologies, has catalyzed the semiconductor demand for the last…

Semiconductor Foundry

TSMC Captures 70% Share of the Smartphone AP/SoC and Baseband Shipments in Q1 2022

New Delhi, London, Hong Kong, San Diego, Seoul – July 6, 2022 Global smartphone chipset (SoC/AP+Baseband) shipment declined 5% YoY in Q1 2022 due to…

Counterpoint Research

Global Wafer Fab Equipment Revenue to Grow 18% in 2022

New Delhi, London, Hong Kong, Beijing, San Diego, Denver, Seoul, Buenos Aires – June 2, 2022 Global Wafer Fab Equipment (WFE) manufacturers’ revenue…

Infographic Q4 2021 Semiconductors Thumbnail

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…

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…

Counterpoint-Research-Massive-Fab-Expansion-to-Change-Geographical-Mix-of-Supply

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…

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 Intel enters $90B foundry business with IDM 2.0 strategy

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,…

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,…

Counterpoint Research Foundry Industry’s Robust Revenue Growth to Continue in 2021

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…