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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
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.
Top15 semiconductor sales leaders 3Q21 forecast
September 14, 2021
The big three memory IC suppliers—Samsung, SK Hynix, and Micron—are each expected to post a 10% increase and Kioxia is anticipated to show an 11% jump in 3Q21 sales.
UK's CMA: 'Nvidia’s USD 40 Billion Arm deal raise concerns'
August 23, 2021
The CMA, The Competition and Markets Authority in the UK, has determined that an in-depth investigation into the deal between NVIDIA and Arm is warranted on competition grounds.
Samsung and Intel switch places - Again
August 20, 2021
It took USD 4.3 billion in semiconductor sales to be ranked as a top-10 semiconductor supplier in 2Q21. Collectively, these 10 suppliers saw their 2Q21 sales rise 10% to USD 95.5 billion, outpacing the 8% growth for the total semiconductor industry.
Sudden drop in cryptocurrency prices hurts graphics DRAM market
August 09, 2021
The stay-at-home economy remains robust due to the ongoing COVID-19 pandemic, so the sales of gaming products such as game consoles and the demand for related components are being kept at a decent level, according to TrendForce’s latest investigations.
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.
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.
Graphics DRAM contract prices to rise by 8-13% QoQ in 3Q21
June 11, 2021
TrendForce’s latest investigations find considerable discrepancy between prices for graphics DRAM products in the contract market and in the spot market. Quotes for graphics DRAM products continue to rise in the contract market as the severe undersupply situation persists.
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.
UK intervenes in Nvidia's ARM deal
April 20, 2021
Digital Secretary Oliver Dowden has issued a Public Interest Intervention Notice (PIIN) in relation to the proposed sale of ARM to Nvidia. “Following careful consideration of the proposed takeover of ARM, I have today issued an intervention notice on national security grounds," says Digital Secretary, Oliver Dowden.
Top 10 semiconductor vendors by 2020 revenue
April 13, 2021
Worldwide semiconductor revenue totaled USD 466.2 billion in 2020, an increase of 10.4% from 2019, according to final results by Gartner, Inc.
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.
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
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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.
