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Manufacturers Reassess their Supply Chains
Prevailing obstacles since the COVID-19 Pandemic in 2020 have manufacturers reassessing their supply chain strategies. The following major disruptions that occurred entering 2022 added to existing setbacks, or created new ones altogether:
Bell Semiconductor is suing companies left and right
May 12, 2022
In late April, Bell Semiconductor, a Pennsylvania-based technology and intellectual property licensing company, filed lawsuits against Micron, Infineon, Nvidia and seven other companies alleging infringement of one of its patents.
Gartner says global semiconductor revenue grew 26% in 2021
April 15, 2022
Worldwide semiconductor revenue totaled USD 595 billion in 2021, an increase of 26.3% from 2020, according to final results by Gartner, Inc.
SK hynix's CEO is eying a potential acquisition of Arm
March 30, 2022
The South Korean chip giant is reportedly reviewing the potential to acquire Arm through a consortium, following the British semiconductor company’s recent failed merger with Nvidia.
Top 10 IC design companies revenue top $100B in 2021
March 25, 2022
Due to vigorous stocking of various terminal applications causing a shortage of wafers in 2021, the global IC industry was severely undersupplied. This, coupled with spiking chip prices, boosted 2021 revenue of the global top ten IC design companies to USD 127.4 billion, or 48% YoY.
Arm plans job cuts following failed merger with Nvidia
March 15, 2022
Cambridge-based chip design provider Arm is reportedly planning to cut up to 15% of its global workforce.
Nvidia acquires Israeli storage specialist
March 08, 2022
Excelero, a Tel Aviv-based provider of high-performance software-defined storage, is now a part of Nvidia.
Intel's acquisition of Tower – two birds with one stone
February 16, 2022
Intel officially confirmed on February 15 that it will acquire Israeli foundry Tower Semiconductor for nearly USD 6 billion, and the deal will likely contribute to the growth of Intel’s foundry business if it closes successfully, TrendForce reports.
Xilinx is now in the hands of AMD
February 14, 2022
The multi-billion dollar deal which was first announced back in October 2020 has been completed.
NVIDIA’s acquisition of Arm failed – Arm to go public
February 08, 2022
NVIDIA and SoftBank have terminated NVIDIA's $40 billion acquisition of Arm. The deal was set to become the largest semiconductor deal in history, had it gone through.
Gartner: global semiconductor revenue grew 25.1% in 2021
January 20, 2022
Worldwide semiconductor revenue increased 25.1% in 2021 to total USD 583.5 billion, crossing the USD 500 billion threshold for the first time, according to preliminary results by Gartner, Inc.
17 Semiconductor companies forecast >$10B in sales in 2021
December 30, 2021
17 companies forecast to have worldwide semiconductor (IC and O S D—optoelectronic, sensor, and discrete) sales of >$10.0 billion in 2021. Three semiconductor companies – AMD, NXP, and Analog Devices — are expected to join the noteworthy “megasuppliers” list in 2021.
Who's the biggest fabless IC design company in Q321?
December 16, 2021
The semiconductor market in 3Q21 is red hot with total revenue of the global top 10 IC design (fabless) companies reaching USD 33.7 billion or 45% growth YoY, according to TrendForce’s latest investigations.
DRAM ASP expected to decline by 8-13% QoQ in 1Q22
December 13, 2021
Regarding the shipment of various end products in 4Q21, the quarterly shipment of notebook computers is expected to remain about the same as 3Q21 figures, as prior component gaps were partially resolved during the quarter, according to TrendForce’s latest investigations.
The FTC wants to block Nvidia’s $40B acquisition of Arm
December 03, 2021
The US Federal Trade Commission has launched a lawsuit aiming to block U.S. chip supplier Nvidia Corp.’s USD 40 billion acquisition of UK chip design provider Arm Ltd. Semiconductor.
Top25 semiconductor suppliers' sales growth to skyrocket
November 18, 2021
The semiconductor market is forecast to increase 23% this year, fueled by changing habits caused by the Covid-19 pandemic and the subsequent economic rebound from it in 2021, says IC Insights. The market research company also provides a projected ranking of the top 25 semiconductor suppliers based on sales growth rate.
UK orders further investigation of Nvidia's takeover of Arm
November 17, 2021
Digital Secretary Nadine Dorries has orded the UK's Competition & Markets Authority (CMA) to carry out an in-depth Phase Two investigation of Nvidia's acquisition of Arm over competition and national security concerns.
Chip M&A deals reach USD 22bn; no mega-deals in sight
September 29, 2021
After a record-high start in 1Q21, semiconductor merger and acquisition announcements cool off a bit without the “megadeals” seen in 2020.
Tesla wants (again) Samsung chips in new Cybertruck
September 27, 2021
According to a report in Korean media, Tesla is currently in talks with Samsung Electronics to produce its next-gen (fully self-driving) chip, which is to premiere in next year's Cybertruck model.
Top10 fabless IC design companies sees new revenue highs
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September 21, 2021
In view of the ongoing production capacity shortage in the semiconductor industry and the resultant price hike of chips, revenue of the top 10 IC design companies for 2Q21 reached USD 29.8 billion, a 60.8% YoY increase, according to TrendForce's latest investigations.
