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What You Need to Know About the New AI Frontier
Nvidia's triumphant reign in the AI arena has brought the semiconductor industry to a crossroads. The company has set stock market records and continues to lead the AI industry. Its outlook appears robust, and as other companies try to attach their growth projections to AI, the market shows no signs of slowing down. However, Nvidia's manufacturing base is grappling with overwhelming product demand. The competition is scrambling to keep up, and technology is struggling to match the pace of AI's advancements. This situation poses questions for the broader chip landscape and the future of innovation.
2024 Apple iPad Pro estimated to ship Between 4.5 to 5M units
Apple’s recent product launch in May introduced a lineup of new tablets featuring advanced AMOLED screens. Notably, the Pro version boasts a dual-layer tandem structure designed to address the longstanding challenges of screen burn-in and lifespan that are common with AMOLED displays. The absence of a backlight module has facilitated the thinnest tables to date, Says TrendForce.
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Global semiconductor sales increase 15.2% in 1Q24
The Semiconductor Industry Association (SIA) says that global sales of semiconductors totalled USD 137.7 billion during the first quarter of 2024, an increase of 15.2% compared to the first quarter of 2023 but 5.7% less than the fourth quarter of 2023.
Global semiconductor materials market declined in 2023
Revenues from the global semiconductor materials market in 2023 contracted 8.2% to USD 66.7 billion from the market record of USD 72.7 billion set in 2022, industry association SEMI reports.
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Würth Elektronik has developed a REST API to supply customers' ERP or production planning software directly with data. This involves article data and data sheets for electronic and electromechanical components, and reliable live access to information on availability and stock-levels.
Asia still dominates among EMS providers
According to Manufacturing Market Insider's (MMI) annual overview of the world's largest EMS providers, the top 50 companies generated USD 423 billion in revenue.
ESD industry posts $4.4B in Revenue in Q4 2023
Electronic System Design (ESD) industry revenue increased 14% to USD 4,423 million in the fourth quarter of 2023 from the USD 3,879.9 million logged in the third quarter of 2023, the ESD Alliance.
Taiwan DRAM manufacturers gradually resume production
DRAM manufacturers are gradually resuming production following the earthquake that struck Taiwan on April 3, 2024. Despite some damages and the necessity for inspections or disposal of wafers among suppliers, TredForce reports that the impact on the total DRAM output for Q2 is estimated to be less than 1%
China to become the largest source of IC wafer capacity by 2026
According to the Global Wafer Capacity 2024 report from Knometa Research, wafer capacity for IC production is projected to grow on average 7.1% each year through 2026.
Earthquake update: Taiwan's tech sector weathers the storm
Taiwan's wafer foundries and DRAM production remains unaffected following the earthquake that struck the island on April 3, 2024.
Taiwan earthquake spares DRAM and foundry production
In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers.
2023 semiconductor market revenue down 9% from 2022
A new Omdia report reveals a downturn in the semiconductor industry, with revenue down 9% from USD 597.7 billion in 2022 to USD 544.8 billion in 2023. A decline that follows two years of record growth, highlighting the cyclical nature of the semiconductor market.
Q2 NAND flash contract prices expected to rise by 13–18%
TrendForce projects a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Despite Kioxia and WDC boosting their production capacity utilization rates from Q1 this year, other suppliers have kept their production strategies conservative.
2Q24 DRAM price increases expected to narrow
TrendForce says that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their loss situations by boosting capacity utilisation rates, the overall demand outlook for this year remains tepid.
A new phase for electric vehicles – survival of the fittest
In 2024, automakers will continue to wrestle with shifts caused by software and electrification’s increasing roles creating a new phase for electric vehicles (EVs), says to Gartner.
300mm fab equipment spending to reach new highs in 2027
Global 300mm fab equipment spending for front-end facilities is forecast to reach a record USD 137 billion in 2027 after topping USD 100 billion for the first time by 2025, reports SEMI
Kioxia and WD increase capacity utilisation
The anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimise losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilisation rates to nearly 90%—a move not widely adopted by their competitors, reports TrendForce.
Micro LED Apple Watch production faces significant changes
In a surprising twist, LED giant ams OSRAM has called off a significant Micro LED collaboration with Apple, casting substantial uncertainty on the launch of the much-anticipated Micro LED version of the Apple Watch as its sole chip supplier.
Top 6 smartphone brands by production
New research reveals a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.
Global top 10 foundries Q4 revenue up 7.9%
The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching USD 30.49 billion.
The European EMS market reached new highs in 2023
The European EMS market grew to new record levels in 2023. However, the new year might present challenges.
NAND Flash industry revenue grows 24.5% in Q423
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting USD 11.49 billion in 4Q23.
Top DRAM makers of Q423
The global DRAM industry saw a nearly 30% growth in revenues during 4Q23 – mainly due to rising prices and volume, Says TrendForce.
Global semiconductor sales increase 15.2% in January
Year-to-year market growth in January is the largest since May 2022; however, worldwide chip sales decrease 2.1% month-to-month.
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