Although the demand for end products related to the stay-at-home economy slowed down as many countries saw rising vaccination rates and were partially lifting social distancing restrictions, the decline in foundry orders from this source was more than offset by the traditional peak season for smartphones, according to TrendForce’s latest investigations. At the same time,…
While the global electronics supply chain experienced a chip shortage, the corresponding shortage of foundry capacities also led various foundries to raise their quotes, resulting in an over 20 percent YoY increase in the total annual revenues of the top 10 foundries for both 2020 and 2021, according to TrendForce’s latest investigations. The top 10…
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…
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…
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…
Competition for wafer fab capacity is one reason the automotive industry is scrambling for an adequate supply of semiconductors in 2021. IC Insights this week reported the top 5 wafer capacity leaders in the market account for 54 percent of all global capacity. Each of the top-five wafer capacity leaders had capacity of at least…
Fabless/system IC company sales are forecast to more than double from 2010 to 2020 ($63.5 billion to $130.0 billion) whereas the total IDM IC sales are expected to be up only 30% over this same time period, from $204.3 billion in 2010 to $265.7 billion in 2020, IC Insights reports. There is a relatively close…
Despite the high development costs associated with IC-processing technology, using smaller nodes yields larger revenue per wafer, according to new research from IC Insights. The success and proliferation of integrated circuits has largely hinged on the ability of IC manufacturers to continue offering more performance and functionality for the money. Driving down the cost of…
With a forecasted 34 percent drop in the memory market this year, Intel is once again expected to rank as the largest semiconductor supplier and have sales that are 26 percent larger than Samsung in 2019, according to market research firm IC Insights. Intel was the number one ranked semiconductor supplier in 1Q17 but lost…
Verticalization – or the more modern version of it – is in vogue again and its embrace by the biggest and most powerful OEMs is roiling the electronics industry as the opportunities and sizes of markets served by semiconductor makers, component distributors and software developers shrink further, forcing a re-evaluation of their roles, offerings and…