April 6, 2023
Will Japan Curbs Hit China Semiconductor Self-reliance Plans?
Joining the US-led effort to restrict chipmaking equipment exports to China, Japan has put in place restrictions that are more draconian than that of…
January 4, 2023
Tesla Leads US EV Market, Eclipsing Next 15 Brands Combined
EV sales in the US grew by 52% YoY during Q3 2022. Top 10 EV models constituted almost 70% of EV sales. US EV sales are expected to exceed 10…
September 15, 2022
China Q2 EV Sales Almost Doubled YoY, Despite a Weak Quarter
BYD led China’s EV market, followed by Wuling, Tesla, Chery and GAC Group. Top 10 EV models in China accounted for more than 44% of the country’s…
August 22, 2022
STMicro Q2 2022 Net Revenue up 28.3% YoY Driven by Increase in Semi Content, Automotive Demand
Net revenue grew 28.3% YoY as the company recorded decent growth in all product groups and subgroups. Gross margin of 47.4% came in above the norm…
August 16, 2022
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…
August 3, 2022
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…
July 15, 2022
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…
May 25, 2022
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…
May 18, 2022
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%…
April 14, 2022
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…
January 6, 2022
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…
September 13, 2021
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…
August 23, 2021
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…
May 4, 2021
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…
May 29, 2020
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…