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…

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…

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…

Revenue per Wafer Rising As Demand Grows for sub-7nm IC Processes

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…

OEM Re-Verticalization is Squeezing Semiconductor and Distribution TAM

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…