Unfortunately, Fabs Won’t Fix Forecasting

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…

Texas Instruments Retains Lead as Top Analog IC Supplier

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,…

Covid-19

TrendForce: Top 10 Foundries’ Revenue Hits All-Time High

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…

NAND Flash Revenue Up 5.1% in Q1

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…

Top 15 Chip Makers Grew 21% in Q1

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…

IC Insights: Samsung to Displace Intel as Chip Leader

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…

Gartner: Intel Remains No. 1 Chip Vendor

Worldwide semiconductor revenue totaled $466.2 billion in 2020, an increase of 10.4% from 2019, according to final results by Gartner, Inc. “Memory, GPUs and 5G chipsets led semiconductor growth, driven by hyperscale, PC, ultramobile and 5G handset end-market demand, while automotive and industrial electronics suffered due to lower spending or a pause in spending owing to COVID-19,” said Andrew Norwood, research…