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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.
Explosive growth in Automotive DRAM demand expected
February 23, 2021
Driven by such factors as the continued development of autonomous driving technologies and the build-out of 5G infrastructure, the demand for automotive memories will undergo a rapid growth going forward, according to TrendForce’s latest investigations.
Continental invests in German-US AI chip start-up
February 23, 2021
Continental has acquired a minority stake in the German-US start-up Recogni, a company working on a new chip architecture for object recognition in real time based on artificial intelligence (AI).
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
UK competition authority to probe NVIDIA’s takeover of Arm
January 07, 2021
The UK's Competition and Markets Authority (CMA) says it is launching a formal investigation into NVIDIA's takeover of Arm later this year.
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.
NVIDIA acquires Swedish VCSEL startup
November 30, 2020
On the heels of the GPU-giant’s massive USD 40 billion acquisition of ARM – which was just made official back in September – comes yet another acquisition; though this time at a much smaller scale.
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.
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.
Improved signal integrity on High Frequency and High Speed PCBs
October 16, 2020
In PCB design guidelines chip makers recommend using VLP (very low profile) and HVLP (hyper very low profile) copper to mitigate insertion loss caused by the skin effect – But do you know what happens to the copper surface roughness during PCB fabrication?
Two acquisitions make 2020 the second-highest year for semi M&As
October 01, 2020
After a slow start, Analog Devices' agreement to buy Maxim and Nvidia's deal to acquire ARM raise the total value of M&A deals this year to more than USD 63.0 billion.
Top-10 semiconductor suppliers continue to grow in Q2
September 30, 2020
Building on Q1’s bullish growth in weak market conditions, the world’s top-10 semiconductor suppliers managed to continue their revenue growth at a rate of 2.4% in Q2 2020, PC and server sales continue to grow driven by COVID lockdown restrictions as working and learning from home are becoming the new norm.
Nvidia's $40 billion ARM purchase will test current M&A "ceiling"
September 21, 2020
Potentially the largest acquisition in semiconductor history faces plenty of obstacles.
Nvidia / Arm deal dubbed as ‘disaster’ by Arm-cofounder
September 14, 2020
The news that US-based Nvidia will acquire Arm from SoftBank Group in a USD 40 billion deal has already sparked some backlash within the industry. One of the vocal parties is Arm-cofounder, Hermann Hauser, who called the deal a disaster and said that it should be blocked.
It's official - NVIDIA to acquire Arm for $40 billion
September 14, 2020
NVIDIA and SoftBank have entered into a definitive agreement under which NVIDIA will acquire Arm Limited from SoftBank in a transaction valued at USD 40 billion.
Broadcom overtakes Qualcomm for first place among the top ten IC design companies
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.
Qualcomm retakes market leadership in 1Q20
June 16, 2020
According to the 1Q20 revenue ranking of global top 10 IC design companies compiled from TrendForce’s latest data, Qualcomm was able to stop the trend of continuous YoY revenue declines, which lasted for the six previous consecutive quarters.
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