Chip Competition/Wars Updates
Samsung Electronics has already started the development of a 2nm chipset as competition with Apple and TSMC heats up. Samsung has said it would mass-produce the 2nm process for mobile…
Semiconductor revenue grew 3.8% to USD124.3B in 2Q23; TSMC makes progress with Apple, Broadcom and Nvidia
After 5 straight quarters with declining revenue, the semiconductor industry reversed course and increased revenue in 2Q23 according to Omdia. The research noted quarterly revenue grew 3.8% to USD124.3B in…
Top 10 global OEMs accounted for 37.2% of the total market in 2022
According to Gartner, the top 10 global original equipment manufacturers (OEMs) decreased their chip spending by 7.6% and accounted for 37.2% of the total market in 2022. Global inflation and…
Notable Photonic Quantum Computing Companies
1. XANADU QUANTUM TECHNOLOGIES (PHOTONICS QUANTUM COMPUTING) Xanadu Quantum Technologies is a Canadian technology company and a leading photonic quantum computing hardware provider. Founded in 2016 by CEO Christian Weedbrook,…
Hybrid Bonding Technologies Info
Hybrid Bonding Technologies Info Hybrid Bonding Example: Sony IMX990/991 (one of the first commercially available devices utilizing die to wafer hybrid bonnding), where a InGaAs detector layer is bonded to…
Automotive IC grows fast but overall IC market growth is slowing down.
According to IC Insights, the automotive IC marketshare has steadily increased since 1998 growing from 4.7% of total IC sales that year to 7.4% in 2021. Marketshare gains are forecast…
Inventories of the world’s major IC design companies increased by 13% QoQ.
Strategy Analytics research director Sravan Kundojjala has said that in 2Q22, the inventories of the world’s major IC design companies increased by 13% QoQ, reaching a new high since 2019,…
LCD vs OLED vs micro OLED vs micro LED
VR/AR manufacturers, and is expected to become the mainstream solution in the industry in the future. Since 2H21, VR/AR manufacturers have gradually installed Micro-OLED solutions on new products. We believe…
Global Semiconductor revenue forecast $623B, reduced by 2.5% in 2023. Yet US CHIP Act approves $52B to encourage investment.
Global semiconductor revenue is projected to grow 7.4% in 2022, down from 2021 growth of 26.3%, according to the latest forecast from Gartner. This is down from 1Q22’s forecast of 13.6% growth…
World chip sales growth has decelerated for 2Qs while the long term growth is strong
World chip sales growth has decelerated for 6 straight months — yet another sign the global economy is straining under the weight of rising interest rates and mounting geopolitical risks. The 3-month…