Samsung slipped to third place in global top 20
April 18, 2024
According to Omdia's latest report the semiconductor industry experienced a downturn in the market, with 2023 revenues slipping 9% to USD 544 billion compared to 2022. This decline however follows two years of record growth – which only serves to illustrate the cyclical nature of the industry.
Smartphone market up 7.8% – Samsung moves to pole position
April 16, 2024
According to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, global smartphone shipments increased 7.8% year over year to 289.4 million units in the first quarter of 2024 (1Q24).
Asia still dominates among EMS providers
April 16, 2024
According to Manufacturing Market Insider's (MMI) annual overview of the world's largest EMS providers, the top 50 companies generated USD 423 billion in revenue.
Arm, Intel Google and Meta launch self-designed AI chips
April 12, 2024
The future direction for dominance in the AI chip space took another turn this week as four huge stakeholders revealed their own products.
Earthquake update: Taiwan's tech sector weathers the storm
April 04, 2024
Taiwan's wafer foundries and DRAM production remains unaffected following the earthquake that struck the island on April 3, 2024.
Astera Labs' IPO success adds $1.5bn to its market value
March 22, 2024
Freshly IPOd Astera Labs saw its shares rise by 72% just two days after its stellar market debut, valuing the company way beyond the initial estimate of $4.51bn.
Mekoprint acquires Metalwo
March 19, 2024
Danish industrial group Mekoprint has signed an agreement to acquire the activities of Metalwo, a Danish developer and supplier of high-end user interface solutions.
Top 6 smartphone brands by production
March 13, 2024
New research reveals a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.
Top DRAM makers of Q423
March 05, 2024
The global DRAM industry saw a nearly 30% growth in revenues during 4Q23 – mainly due to rising prices and volume, Says TrendForce.
GPV: "we are pleased with our 2023 results"
March 05, 2024
Danish EMS provider GPV grew its revenues to DKK 10.4 billion (EUR 1.39 billion) in 2023 and achieved an operating profit (EBITDA) of DKK 743 million (EUR 99.68 million).
Global semiconductor manufacturing industry poised for 2024 recovery
February 21, 2024
The global semiconductor manufacturing industry recovery is taking hold with electronics and IC sales increasing in the final quarter of 2023 and more growth projected for 2024, SEMI and TechInsights report.
Tower posts less-than-expected Q4 revenue decline
February 16, 2024
Israel-based contract chipmaker Tower saw its quarterly sales fall by 12.7% – better than estimates by $2 million.
Arm shares jump by 50% after positive earnings update
February 09, 2024
Shares in Arm Holdings leapt yesterday when the company reported quarterly sales of $824m – 8.19% more than analyst expectations.
NXP's automotive business delivers positive FY 2023 results
February 06, 2024
Netherlands-based NXP Semiconductors has reported 4Q results above analyst estimates, thanks largely to strong automotive chip sales.
350+ new Chinese semiconductor industry projects in 2023
February 01, 2024
In a time where we're seeing more and more investments being made to secure technological sovereignty concerning semiconductors – both in terms of innovation and manufacturing – China is making a push strategically fortify itself.
US defense department makes $49m semiconductor investment
January 26, 2024
The US government has announced two contracts worth USD 49 million to Micross Components and the government of Osceola County, Florida.
Memory trends: the tides are turning
January 23, 2024
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21, was finally reversed in 4Q23. Likewise for NAND Flash, the analyst saw a rebound in 3Q23 following four quarters of decline.
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.
US government issues $162m subsidy to Microchip Tech
January 05, 2024
The Biden administration has confirmed its second CHIPS and Science Act grant: USD 162 million to help Microchip Technology improve its facilities in Colorado and Oregon.
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.
Here’s Ho Ho Hoping for 2024
December 20, 2023
It’s that time of the year again when experts take out their crystal ball and try to see what lies ahead in the upcoming year. Looking at the predictions and forecasts from various industry analysts, they all have one thing in common: They see the semiconductor market pick up again. WSTS updated its forecast and now sees a 13.1% growth and Gartner even an increase of 17%.
Infineon CEO Jochen Hanebeck becomes new ESIA President
December 11, 2023
Jochen Hanebeck, CEO of Infineon Technologies, was named the new ESIA President for a two-year mandate at the General Assembly of the European Semiconductor Industry Association (ESIA). Hanebeck is succeeding NXP Semiconductors’ President and CEO Kurt Sievers.
China continues to enhance AI chip self-sufficiency,
December 11, 2023
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilised not only in Huawei's public cloud infrastructure but also sold to other Chinese companies.
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NAND Flash industry revenue grows 2.9% in 3Q23
December 05, 2023
TrendForce reports a pivotal shift in the NAND Flash market for 3Q23, primarily driven by Samsung’s strategic decision to reduce production.
Global TV shipments fall below 197M units for the first time in 2023
November 29, 2023
TrendForce’s latest research indicates that despite a decrease in the CPI in Europe and the US this year, consumer budgets are still constrained due to the current high-interest-rate environment, and the real estate bubble in China has suppressed TV demand.
Continued high activity for GPV in Q3
November 16, 2023
Danish-based EMS GPV reported sales of DKK 2.5 billion (EUR 335.16 million) in the third quarter and an EBITDA of DKK 197 million (EUR 26.41 million), a clear increase compared to the same quarter last year.
Lower sales than expected for NCAB
November 14, 2023
"All our segments noted a distinct decrease in demand, and the North America segment continues to be more affected than other segments," says NCAB Group President and CEO, Peter Kruk.
Europe’s first new PCB plant in two decades
November 08, 2023
European PCB production has, for several years, been outcompeted and outperformed by production in Asia. As a consequence, the industry has faced consolidation over the years and there are far fewer production plants than before. But now, Lithuanian high-tech group Teltonika is building a new PCB factory in Vilnius, Lithuania.
Global SSD shipments down 10.7% YoY in 2022
November 07, 2023
TrendForce has issued its latest findings, indicating that the global SSD market has rectified its supply and demand dynamics in 2022, following a resolution in the shortage of master control ICs that had hampered the market in 2021.
Global semiconductor sales up 1.9% in September
November 03, 2023
New data from the Semiconductor Industry Association (SIA) says semiconductor sales in September grew month on month, but showed a decline year on year.
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