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Taiwanese IPC revenue for 1H21 reaches NTD 115.1 billion
July 19, 2021
As the Taiwanese IPC (industrial PC) market suffered from deferred orders due to supply chain and logistical disruptions that took place in 1H20, total domestic IPC revenue for 1H20 reached NTD 105.4 billion, a 4.7% YoY decrease, according to TrendForce’s latest investigations.
Intel looking to buy GlobalFoundries for $30 billion?
July 16, 2021
US chipmaker Intel is reportedly in talks to acquire semiconductor manufacturer GlobalFoundries for some USD 30 billion, reports the Wall Street Journal citing sources familiar with the matter.
MediaTek joins semiconductor titans in research consortium
June 30, 2021
Semiconductor Research Corporation (SRC), a global semiconductor research consortium, has added MediaTek Inc. as its newest member. MediaTek joins eight of the top 10 semiconductor companies as members of the consortium.
Crypto mining - key to Nvidia overtaking Broadcom in 1Q21
June 14, 2021
While foundry capacities remained tight, prompting IC design companies to compete over limited foundry capacities in order to fulfill rising demand for various end devices, the top 10 IC design (fabless) companies posted remarkable revenues in 1Q21, according to TrendForce’s latest investigations.
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Low-power flagship for artificial intelligence
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Enterprise SSD prices to increase 10-15% QoQ in 3Q21
June 07, 2021
Enterprise SSD procurement has been rising on the back of growing server shipments since 2Q21, according to TrendForce’s latest investigations.
Quarterly revenue of top 10 foundries breaks records in 1Q21
May 31, 2021
Owing to soaring demands for various end devices, manufacturers have been ramping up their component procurement activities, and foundry capacities, as a result, have been in shortage since 2020, with various foundries raising their wafer prices and adjusting their product mixes to ensure profitability, according to TrendForce.
$30 billion in investments headed to the USA
May 27, 2021
On May 21, U.S. Commerce Secretary Gina M. Raimondo hosted a roundtable with Republic of Korea President Moon Jae-In, Minister of Trade, Industry, and Energy Sung Wook Moon and U.S. and South Korean CEOs. As a result, USD 30 billion in US investments were announced.
Top-15 semi companies log YoY growth of 21% in 1Q21
May 26, 2021
Excluding Intel, the group would have shown a 29% jump in 1Q21/1Q20 sales.
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
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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
