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2022, a record year for semiconductors – but it doesn’t feel like it
March 10, 2023
2022, the year that the semiconductor market reached an all-time high with total revenues hitting USD 595.7 billion, narrowly beating the previous high of USD 592.8 billion set in 2021. But why does it feel like 2022 was a struggle?
GPU demand from ChatGPT could reach 30,000 chips
March 02, 2023
The recent arrival of ChatGPT has generated a lot of buzz across the industry sectors related to cloud computing and artificial intelligence (AI).
Global 2023 server shipment growth lowered as North American cloud service providers cut demand
January 31, 2023
Facing global economic headwinds, the four major North American cloud service providers (CSPs) have scaled back their server procurement quantities for 2023 and could make further downward corrections in the future.
Former Marvell CFO joins AMD
January 20, 2023
AMD's CFO and treasurer Devinder Kumar will be retiring from the company and former Marvell CFO Jean Hu will join on January 23 as executive vice president and chief financial officer.
Global semiconductor revenue grew 1.1% in 2022
January 18, 2023
According to preliminary data from Gartner, global semiconductor revenue climbed 1.1% in 2022 to reach USD 601.7 billion, up from USD 595 billion in 2021. The top 25 semiconductor vendors collectively generated 2.8% more revenue in 2022, making up 77.5% of the market.
Samsung to start mass production of 12nm-Class DDR5 DRAM in 2023
December 21, 2022
Samsung Electronics has developed its 16-Gb DDR5 DRAM built using the industry’s first 12nam-class process technology, as well as completed product evaluation for compatibility with AMD.
Total revenue of Top 10 IC design houses dropped 5% in Q3
December 15, 2022
According to Trendforce, the total revenue of the global top 10 IC design houses for 3Q22 showed a QoQ drop of 5.3%. Broadcom returned to the number two spot in revenue ranking by overtaking Nvidia and AMD.
Enterprise SSD revenue slid to $5.22 billion in 3Q22 – will fall by 20% in 4Q22
December 05, 2022
TrendForce reports that the recent easing of tight supply for components has led to rising shipments for enterprise servers.
Semiconductor market decline reshuffles top 10 ranking
November 29, 2022
Following a record run, the semiconductor market has cooled down and consumer confidence has waned resulting in a historic drop. But how does this affect the ranking of the top 10 semiconductor companies?
Projected YoY growth rate of server shipments for 2023 revised down to 2.8%
November 22, 2022
Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%.
Delay in mass production of new Intel products a blessing for AMD
November 01, 2022
According to the latest TrendForce research, the mass production schedule of new Sapphire Rapids products has been delayed due to the poor yield rate of the Intel 7 process.
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Annual growth of server shipments forecast to ebb to 3.7% in 2023
October 18, 2022
Pandemic-induced materials shortages abated in the second half of this year and the supply and delivery of short-term materials has recovered significantly. However, assuming materials supply is secure and demand can be met, the annual growth rate of server shipments in 2023 is estimated to be only 3.7%, which is lower than 5.1% in 2022.
TrendForce lists five tech industry trends for 2023
October 11, 2022
TrendForce is detailing 10 major trends that are expected to take place across various segments in the tech industry.
Added pressure on China – US restrictions now include memory
October 10, 2022
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category.
Is the semiconductor shortage over?
September 27, 2022
Although there are still sporadic shortages of specific components, the curtain has officially fallen on a two-year wave of shortages in general, and brands have gradually suspended stocking in response to changes in market conditions.
The semiconductor market's slowdown picks up speed
September 22, 2022
The second quarter of 2022 was the third consecutive quarter of weakening revenue growth for the semiconductor market, with the market now in decline according to Omdia's Competitive Landscape Tracker.
TSMC to pass Samsung in semiconductor company sales ranking
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September 09, 2022
With the memory market currently in a free-fall, IC Insights expects foundry giant TSMC to surpass Samsung and take over the top spot in the semiconductor company sales ranking in 3Q22.
