Qualcomm launches AI Hub to power advances in mobile AI
February 26, 2024
US chip design firm Qualcomm has unveiled an AI-focused telco developer platform that offers a library of more than 75 re-optimised models.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
TSMC is now the world's largest chip maker by revenue
February 07, 2024
TSMC sales hit $69.3bn in 2023 to beat Intel and Samsung for the first time, says influential industry analyst.
Worldwide semiconductor revenue dropped 11% in 2023
January 16, 2024
Research firm Gartner says that worldwide semiconductor revenue in 2023 totalled USD 533 billion in 2023, which spells a decrease of 11.1% from 2022.
Sony to compete with Apple in the XR headset space
January 15, 2024
Japanese consumer electronics giant Sony has previewed a 'spatial content creation system' extended reality headset.
Qualcomm takes on Apple with spatial computing chip
January 08, 2024
Mobile chip giant Qualcomm has revealed a new Snapdragon chip designed especially for mixed-reality devices that will compete with Apple's Vision Pro.
Top 10 IC design houses to see 17.8% increase in quarterly revenue in 3Q23
January 04, 2024
TrendForce reports that 3Q23 has been a historic quarter for the world’s leading IC design houses as total revenue soared 17.8% to reach a record-breaking USD 44.7 billion.
Five companies incorporate RISC-V firm Quintauris
December 22, 2023
Robert Bosch, Infineon, Nordic, NXP and Qualcomm have formally established Quintauris. The aim is to build RISC-V-based products, provide reference architectures and serve a variety of industries.
Top 10 foundries experience 7.9% QoQ growth in 3Q23
December 06, 2023
The third quarter of 2023 was a dynamic quarter for the global foundry industry – marked by an uptick in urgent orders for smartphone and notebook components, according to TrendForce’s research.
Qualcomm invests $127 million in Irish expansion
November 27, 2023
US semiconductor company Qualcomm is investing USD 127 million to expand its R&D facility in Cork City, Ireland. The expansion is set to create 150 highly skilled specialist roles over the next four years.
Key development period for AI PCs in 2024
November 08, 2023
Global shipment of notebooks is expected to reach 167 million units in 2023—a YoY decrease of 10.2%, TrendForce reports. However, with inventory pressures easing, the notebook market is anticipated to return to a balanced supply and demand cycle in 2024.
Qualcomm considering plan to package PC chips in India
October 27, 2023
Giant US semiconductor manufacturer Qualcomm has approached Indian conglomerate Tata Group about a deal to package Snapdragon X Elite PC chips.
Nvidia to challenge Intel with Arm-based PC chips
October 24, 2023
Nvidia has reportedly started to – quietly – design CPUs using technology from Arm Holdings, as the company is looking to challenge Intel in the PC market.
Qualcomm to lay off 1,258 employees in California
October 13, 2023
US chipmaker Qualcomm is to lose around 2.5% of its total workforce as the tough smartphone market continues to impact the company's performance.
Q2 revenue for top 10 IC design houses surge 12.5%
September 21, 2023
Fueled by an AI-driven inventory stocking frenzy across the supply chain, TrendForce reveals that Q2 revenue for the top 10 global IC design powerhouses soared to USD 38.1 billion, marking a 12.5% quarterly increase.
Chip industry sees revenue increase after long decline
September 13, 2023
The semiconductor industry has reversed course and saw an increase in sales in 2Q23 after experiencing revenue decline for five consecutive quarters, reports Omdia.
Qualcomm inks chip supply deal with Apple
September 11, 2023
Qualcomm Technologies, Inc. today announced that it has entered into an agreement with Apple Inc. to supply Snapdragon 5G Modem‑RF Systems for smartphone launches in 2024, 2025 and 2026.
Industry superpowers join forces to promote RISC-V
August 07, 2023
Semiconductor giants Robert Bosch, Infineon Technologies, Nordic Semiconductor, NXP and Qualcomm will invest in a new company created to speed up the adoption of RISC-V.
Arm IPO valuation could hit $70 billion
August 04, 2023
Softbank-owned UK chip designer Arm is going public in September, and industry watchers believe its launch valuation could be between USD 60 billion and USD 70 billion.
Stellantis unveils global strategy to secure microchips
July 19, 2023
Automotive giant Stellantis has entered into direct agreements with semiconductor suppliers that will be worth collectively more than EUR 10 billion.
Semiconductor bosses visit Whitehouse to discuss China
July 19, 2023
The CEOs of Nvidia, Intel and Qualcomm met with Biden administration officials this week to air their concerns around proposed export restrictions to Chinese firms.
US-based VC pledges to back Indian semiconductor startups
July 19, 2023
Venture capital firm Celesta Capital has publicly declared its intention to invest in up to 15 early stage Indian chip companies.
Qualcomm to open a manufacturing facility in Tijuana
July 17, 2023
Chip designer Qualcomm has confirmed it will build a new operation in Mexico, which is scheduled to open in Q4 of this year.
Global top ten IC design houses break even in Q1
June 20, 2023
TrendForce reports that inventory reduction in Q1 fell short of expectations and coincided with the industry’s traditional off-season, leading to overall subdued demand.
Veoneer completes sale of Active Safety business to Magna
June 02, 2023
Automotive technology company Veoneer has completed the sale of its Active Safety business to mobility technology company Magna. The transaction was first announced on December 20, 2022.
Qualcomm to acquire Israel's Autotalks
May 08, 2023
Chip designer Qualcomm has disclosed that it has entered into a definitive agreement to acquire Israeli auto-chip maker Autotalks.
Continued revenue declines among the top 10 IC design houses
April 25, 2023
The global economy has faced increased inflation risks and downstream inventory corrections in 2H22, which impacted IC design companies faster than wafer foundries since they are considerably more sensitive to market reversals.
Total revenue for top 10 foundries slip 4.7% QoQ in 4Q22
March 13, 2023
According to TrendForce’s latest survey of the global foundry market, electronics brands began adjusting their inventories in 2Q22, but foundries were unable to rapidly adapt to this development because they reside in the more upper portion of the supply chain.
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?
Foundry revenue forecasted to drop by 4% YoY for 2023
January 19, 2023
TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes.
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.
Production capacity for PMIC's will grow by 4.7% YoY for 1H23
January 06, 2023
The effect of the low season, the planned scale-back of capital expenditure on the part of enterprises, and the ongoing slump in the wider consumer electronics market are going to constrain the demand for power management ICs during 1H23.
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