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…
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…
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…
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…
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…
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…