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AMD and GlobalFoundries update supply agreement
May 17, 2021
On May 13, 2021, Advanced Micro Devices (AMD), entered into an amended seventh amendment to the wafer supply agreement with GlobalFoundries (GF) to extend GF’s capacity commitment and wafer pricing to AMD under the backdrop of the current global supply environment.
Worldwide semiconductor revenue grew 10.8% in 2020 to $464B
May 07, 2021
Despite the impact of COVID-19 on the global economy, the semiconductor market performed strongly in 2020. Demand by industry was uneven throughout the year due to global lockdowns, remote work and education, and shifts in consumer buying behaviour, according to the IDC who believes that growth will accelerate this year, desipte market shortages.
AMD and Xilinx stockholders approve proposed acquisition
April 08, 2021
The stockholders of both companies voted to approve their respective proposals relating to the pending acquisition of Xilinx by AMD.
Top 10 fabless IC design companies see 26.4% YoY increase
March 26, 2021
Qualcomm was able to overtake Broadcom for the leading position in the top 10 list primarily due to two reasons: First, the sudden demand surge for network devices; and second, Apple’s decision to once again adopt Qualcomm’s baseband processors, says Trendforce.
Intel responds to AMD’s challenge as competition on server market intensifies
March 19, 2021
The x86 architecture remained the mainstream server architecture at the end of 2020, according to TrendForce’s latest investigations. In the x86 server segment, Intel took the lead with a 92% market share thanks to the wide-ranging positioning of its solutions.
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AMD Ryzen Embedded V2000 series on COM Express Compact
8 cores for heterogeneous edge computingTasks at the embedded edge are getting more and more complex. Supporting up to 8 cores and 16 threads, the recently launched AMD Ryzen Embedded V2000 processors are paving the way for x86-based embedded designs with unprecedented compute density and performance per watt. congatec is offering the new Zen 2 based processor generation, which complements V1000 processor technology with 6- and 8-core versions, on COM Express Compact modules.
Top 10 foundries expected to increase revenues by 20%
February 24, 2021
Demand in the global foundry market remains strong in 1Q21, according to TrendForce’s latest investigations. As various end-products continue to generate high demand for chips, clients of foundries in turn stepped up their procurement activities, which subsequently led to a persistent shortage of production capacities across the foundry industry.
Industry R&D spending to rise 4% after 2020 record
January 20, 2021
Intel stays on top of research and development ranking, but its share of total industry R&D expenditures dipped after its spending decreased 4% in 2020. AMD moved into the R&D top 10, says new report.
TSMC to kick off mass production of Intel CPUs in 2H21
January 14, 2021
Intel has outsourced the production of about 15-20% of its non-CPU chips, with most of the wafer starts for these products assigned to TSMC and UMC, according to TrendForce’s latest investigations.
Five mega-deals pushed M&A value to $118B last year
January 13, 2021
The value of the mergers and acquisitions seen last year within the semiconductor industry set a new record. Five big acquisition announcements and more than a dozen smaller deals in 2020 pushed the total value of M&A agreements in the year to an all-time high of USD 118.0 billion, surpassing the previous record of USD 107.7 billion reached in 2015
Global notebook shipment expected to reach 217M units in 2021
January 07, 2021
Owing to the stay-at-home economy brought about by the COVID-19 pandemic in 2020, not only did yearly notebook computer shipment surpass 200 million units for the first time ever, but the 22.5% YoY growth was also the highest on record, says TrendForce.
TrendForce: new iPhone models key to Qualcomm’s top spot in 3Q20
December 18, 2020
Apple’s release of the iPhone 12, which has been popular in the consumer markets, led to soaring demand for Qualcomm’s 5G modems and RF chips, in turn propelling Qualcomm’s revenues past that of its rival Broadcom once again to clinch the number one spot in the revenue ranking of global top 10 IC design (fabless) companies for 3Q20, says TrendForce.
Intel to keep its number One in 2020
November 24, 2020
Seven top-15 semiconductor suppliers forecast to show ≥22% growth this year with Nvidia expected to post a huge 50% increase, writes market researcher IC Insights in their latest report.
Foundry revenue expected to increase by 23.8% YoY in 2020
November 19, 2020
Despite the COVID-19 pandemic’s negative impact on the global economy, several emergent trends, such as WFH, distance education, rising 5G smartphone penetration, and strong component demand from telecom infrastructure build-out, have resulted in a bullish semiconductor market against economic headwinds, according to TrendForce.
DDR5 era to officially begin in 2021
November 03, 2020
The DRAM market is currently transitioning between generations. However, significant increases in the penetration rate of DDR5 PC DRAM is not expected to take place until 2022 at the earliest, says TrendForce.
DRAM price erosion expected through the end of 2020
October 30, 2020
Price jump that typically coincides with the introduction of new smartphone models in 3Q and 4Q is not expected due to disrupted buying patterns and cautious discretionary spending.
AMD set to become fourth largest IC design company After Xilinx acquisition
October 28, 2020
Should the USD 35 billion acquisition proceed as planned, AMD will greatly increase its influence across industries such as 5G, data center, ADAS (advanced driver-assistance systems), and industrial automation, in turn overtaking MediaTek in revenue and becoming the fourth largest IC design company behind third-place Nvidia, according to TrendForce’s latest investigations.
AMD to acquire Xilinx in a $35 billion deal
October 27, 2020
AMD and Xilinx have entered into a definitive agreement for AMD to acquire Xilinx in an all-stock transaction valued at USD 35 billion.
Broadcom overtakes Qualcomm for first place among the top ten IC design companies
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August 31, 2020
According to the revenue ranking of top ten IC design companies for 2Q20 compiled by TrendForce, Broadcom was able to capture number one position by surpassing Qualcomm in quarterly revenue.
