Can Semtech’s Acquisition of Sierra Wireless Change Offerings in IoT Space?

US-based semiconductor manufacturer and LoRa pioneer Semtech announced a $1.2-billion deal on Wednesday to acquire Canada-based cellular IoT module…

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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…

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…

Global Smartphone SOC market share by price band Counterpoint

Qualcomm Dominates Premium Android Smartphone Chip Market in Q1 2022

Both Qualcomm and MediaTek posted healthy growth in Q1 2022. MediaTek recorded an impressive set of numbers for the quarter with revenues growing 32%…

Impact of inflation on automotive industry Counterpoint

Price Hikes Slow Automotive Industry Recovery

The global automotive industry has been in turmoil since 2020. The industry and its supply chain were initially disrupted by COVID-19, and then by…

NAD Module Market Share Counterpoint

Automotive NAD Module Market Sees Slow Growth in Q3 2021 Due to Tight Supply Chain

Rolling Wireless led the cellular NAD module market, capturing nearly 30% revenue share. Qualcomm maintained its dominant position in NAD…

Counterpoint Research RISC-V-to-Shake-up-8.6-Billion-Semiconductor-IP-Market

RISC-V to Shake up $8.6-Billion Semiconductor IP Market

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – September 13, 2021 IP design around the chipset architecture, security and…

Tesla AI Day Counterpoint

Tesla AI Day: From Cars and Chips to Robots

Tesla is no longer a car company but a technology company. It is looking to build highly disruptive, efficient and intelligent products leveraging…

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…

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…