counterpoint podcast ep 56 foundy capacity expansion oversupply

Podcast #56: Foundry Capacity Expansion Easing Chip Shortage, But Weakening Demand Can Cause Oversupply

The global semiconductor components shortage has been in the news since the start of the COVID-19 pandemic. Trade tensions between the US and China…

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…

Counterpoint Research - Q2 global PC shipment PR

Global PC Shipments in Q2 2022 See Largest YoY Decline Since Q2 2013

Taipei, London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Seoul – July 27, 2022 Global PC shipments fell 11.1% YoY in Q2 2022 to reach 71.2…

Tesla_coverpic_Counterpoint

China Cloud on Tesla’s Q2 2022 Numbers; Fundamentals Remain Strong

Tesla sold more than 254,000 vehicles in Q2 2022, an increase of 27% YoY, which was below general expectations. This was the first time since the…

Global Smartphone Sales Fall Below 100Mn Units in May

Only second time sales dip below 100mn units in almost 10 years  New Delhi, Seoul, Boston, Denver, Taipei, Beijing, London, Toronto, Hong Kong – June…

Counterpoint Research AMD Q1

AMD Records Stellar Q1 2022 Numbers, Completes Xilinx Acquisition

AMD reported its best-ever quarterly revenue at $5.9 billion in Q1 2022, a 71% YoY increase driven by the cloud computing, automotive, gaming and…

Region Wise Semiconductor Policy Plan

Efforts to Diversify Semiconductor Supply Chain Gather Pace

The past two years have brought out the importance of semiconductors in driving economies like never before. Whether it is the demand shock created…

Counterpoint Research - Q4 global semi revenue ranking feature

Samsung Takes Semiconductor Crown From Intel in 2021

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – January 28, 2022 Semiconductor industry went through significant structural…

ET Now Featuring Tarun Pathak: Impact of Chip Shortage

As semiconductor chip shortage woes continue, JioPhone Next and several other smartphone launches are likely to be delayed. Our Research Director…