North American EMS industry up 5.0% in May
Total North American EMS shipments in May 2024 were up 5.0% compared to the same month last year. Compared to the preceding month, May shipments increased 3.7%, reports the IPC.
Global semiconductor fab capacity to expand 6% in 2024
To keep pace with the growth in demand for chips, the global semiconductor manufacturing industry is expected to increase capacity by 6% in 2024 and post a 7% gain in 2025, reaching a record capacity high of 33.7 million wafers per month (wpm: 8-inch equivalent), SEM reports.
ST maintains top spot in revenue ranking for SiC power devices
According to TrendForce, the SiC power devices market continued to display strong growth in 2023, driven by the use of BEVs. Roughly 91.9% of total revenue came from the top five suppliers; ST led the pack with a 32.6% market share, while Onsemi jumped from fourth place in 2022 to second place.
Record volume of IC wafer capacity coming online in 2025
A record volume of IC wafer capacity is set to come online in 2025, according to the latest Global Wafer Capacity 2024 report from Knometa Research. This surge in capacity comes amidst challenging global economic conditions and a recovering semiconductor market, which began showing signs of improvement in late 2023.
“It does not make sense to overreact with cost-cutting”
European Components Distribution (DMASS) starts 2024 in consolidation mode. The first quarter of a business year normally sets the mark for speculation on how the full year may turn out.
Samsung strike to have no immediate impact on memory production
The Samsung Electronics Union is reportedly planning to strike on June 7. However, analysts at TrendForce believe that this strike will have no impact on DRAM and NAND Flash production – nor will it cause any shipment shortages.
NEV sales increase 16.9% in 1Q24, PHEV surge nearly 50%
According to TrendForce Global Automotive Reports, the global sales of NEVs (including BEVs, PHEVs, and FCEVs) surged to 2.842 million units in 1Q24—making a 16.9% YoY increase.
Global AI chips revenue to grow 33% in 2024
Gartner says that revenues from AI semiconductors globally are expected to total USD 71 billion in 2024, an increase of 33% from 2023.
MLCC shipments expected to increase by 6.8% in Q2
TrendForce reports that MLCC shipments in 1Q24 are expected to reach a three-quarter low. In the second quarter, demand for AI servers continued to grow steadily, while orders for other consumer electronics have fallen short of expectations due to traditional seasonal demand and preparations for China’s May Day holiday and the 618 shopping festival.
HBM3e to reach 35% of advanced wafer input by 2024
TrendForce reports that the three largest DRAM suppliers are increasing wafer input for advanced processes. Following a rise in memory contract prices, companies have boosted their capital investments, with capacity expansion focusing on the second half of this year.
China retains market advantage in battery development
On May 14, the White House announced significant tariff increases on Chinese EVs and batteries. EV tariffs will jump from 25% to 100%, and battery tariffs will rise from 7.5% to 25%. TrendForce posits that Chinese EVs account for less than 2% of the US EV market, making the actual impact of these tariff hikes minimal.
Who is the global leader?
Distributors of electronic components play an important role in the electronics supply chain, being not only the link between the manufacturer and the developer - today some of them also offer a wide range of other services. Distributors are also competing with each other to take a leadership position in their industry. So what does the global top 10 look like?
US tariff barriers boosts Utilisation rates at Taiwanese foundries
The White House announced new tariffs on Chinese imports on May 14th, including a 50% tariff on semiconductor products manufactured in China, which will take effect by 2025. Something that has led to an increase in orders for Taiwanese foundries.
Did we finally learn the lesson, or is this just the calm before the storm?
Following the earthquake in Taiwan in April, the industry expected an impact on chip and especially memory prices. After all, 65% of the world’s advanced nodes are being produced there, and when it comes to AI servers the figure is even higher.
Semiconductor manufacturing industry strength improve in 1Q24
The global semiconductor manufacturing industry in the first quarter of 2024 showed signs of improvement with an uptick in electronic sales, stabilising inventories and an increase in installed wafer fab capacity, SEMI reports. Stronger industry growth is expected in the second half of the year.
Top 10 IC design houses’ combined revenue grows 12% in 2023
In 2023, the combined revenue of the world’s top ten IC design houses reached approximately USD 167.6 billion, marking a 12% annual increase, reports TrendForce.
Sharp to close its Sakai gen 10 line
Sharp has officially announced the impending end of production at its Sakai Gen 10 facility in Japan, scheduled for the third quarter of 2024.
Americans dominate European patents
The European Patent Office (EPO) wrote in a recent report that innovations in digital technologies and clean energy have boosted demand for patents in Europe in 2023, with companies and inventors filing a record number of patent applications.
2024 Apple iPad Pro estimated to ship Between 4.5 to 5M units
Apple’s recent product launch in May introduced a lineup of new tablets featuring advanced AMOLED screens. Notably, the Pro version boasts a dual-layer tandem structure designed to address the longstanding challenges of screen burn-in and lifespan that are common with AMOLED displays. The absence of a backlight module has facilitated the thinnest tables to date, Says TrendForce.
NAND and DRAM contract prices set to increase even more
TrendForce’s latest forecasts reveal contract prices for DRAM in the second quarter are expected to increase by 13–18%, while NAND Flash contract prices have been adjusted to a 15–20%. Only eMMC/UFS will be seeing a smaller price increase of about 10%.
Global semiconductor sales increase 15.2% in 1Q24
The Semiconductor Industry Association (SIA) says that global sales of semiconductors totalled USD 137.7 billion during the first quarter of 2024, an increase of 15.2% compared to the first quarter of 2023 but 5.7% less than the fourth quarter of 2023.
Global semiconductor materials market declined in 2023
Revenues from the global semiconductor materials market in 2023 contracted 8.2% to USD 66.7 billion from the market record of USD 72.7 billion set in 2022, industry association SEMI reports.
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