The pace of U.S. manufacturing growth cooled a bit in July as factories continued to struggle with labor and supply constraints. But some pressures appear to be easing: prices paid by manufacturers declined 6.4 percent between June and July, according to the Institute for Supply Management, and factory employment increased. Overall, the nation’s PMI decreased…
After a 6 percent drop in IC unit shipments in 2019 and an 8 percent increase in 2020, IC Insights forecasts a huge 21 percent jump in chip unit shipments this year. Unit shipments in 2021 are forecast to reach 391.2 billion, more than 11x the 34.1 billion units shipped over 30 years ago in…
With Intel Corp. predicting a scarcity of semiconductors that will last years, chip makers are set to build 29 new fabs by the end of 2022, according to industry group SEMI. These plans will have little impact on the current shortage, which has spread well beyond the automotive industry. Although fab plans represent a boon…
IC Insights’ full-year 2021 IC market forecast is being raised from a 19 percent increase to 24 percent. Even if excluding memory, the total IC market is expected to be up by 21 percent this year. Continued per-bit pricing strength in the DRAM and NAND flash markets as well as a better than expected outlook…
Analog ICs remain a critical component in nearly all of today’s digital-centric systems. Consumer, computing, communications, automotive, and industrial/medical systems rely on analog devices to manage power consumption and to help extend battery life in portable devices. IC Insights’ April Update to the 2021 McClean Report ranked the leading analog IC suppliers for 2020. Collectively,…
With Intel Corp. predicting that the chip shortage could last years, foundries — and chip makers — are in a position to increase prices. TrendForce reports various foundries are raising their wafer prices and adjusting their product mixes to ensure profitability. Back in March, Intel announced plans to invest $20 billion in U.S. chip facilities…
Total NAND Flash revenue for 1Q21 increased by 5.1 percent QoQ to $14.82 billion, according to TrendForce’s latest investigations. In particular, bit shipments rose by 11 percent QoQ, while the overall ASP dropped by 5 percent QoQ; hence, bit shipment growth offset the decline in the overall ASP. Although NAND Flash demand from notebook computer…
IC Insights’ sales ranking of the world’s top-15 worldwide semiconductor (IC and O S D—optoelectronic, sensor, and discrete) companies shows chip makers grew 21 percent in the first quarter of 2021. The group includes eight suppliers headquartered in the U.S., two each in South Korea, Taiwan and Europe, and one in Japan. The ranking includes…
Memory IC sales, fueled by economic recovery and the transition to a digital economy, are forecast to reach $180.4 billion in 2022, exceeding the previous record high set in 2018. IC Insights recently updated its forecast for 33 major IC product categories, including DRAM and NAND flash, in its April Update to the 2021 edition…
IC Insights is currently assembling its 1Q21 top-25 semiconductor supplier ranking, which includes company sales forecasts for 2Q21. Intel was locked in as the world’s top semiconductor manufacturer from 1993 through 2016. However, after nearly a quarter of a century, the semiconductor industry saw a new #1 supplier beginning in 2017 when the memory market…