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Commentary / Analysis

• Estimated Shipments of iPhone 14 Devices in 2022 Have Been Lowered to 78.1 Million Units Due to Impact of COVID-19 Lockdown on Foxconn's Base in Zhengzhou, Says TrendForce (Tuesday Jan. 03, 2023)
  The operation of Foxconn’s major manufacturing base in the Chinese city of Zhengzhou has been affected by a local COVID-19 outbreak since this October.
  
  
• TSMC in talks to build fab in Dresden (Monday Dec. 26, 2022)
  TSMC is talking to suppliers about the possibility of putting a fab in Dresden, reports the Nikkei.
  
  
• U.S. Blacklists YMTC, 21 Chinese Companies on AI Threat (Tuesday Dec. 20, 2022)
  The U.S. Commerce Department is blacklisting Yangtze Memory Technologies Co. (YMTC) and more than 20 other Chinese chipmakers suspected of an AI threat to U.S. national security.
  
  
• Low-Power Apps, Foundries Eye Emerging Memories (Monday Dec. 19, 2022)
  Emerging memories are entering a new phase, but without a high-profile phase-change memory (PCM) that was responsible for the segment’s growth in previous years.
  
  
• Global Total Semiconductor Equipment Sales Forecast to Reach Record High in 2022, SEMI Reports (Friday Dec. 16, 2022)
  Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach a new high of $108.5 billion in 2022, rising 5.9% from the previous industry record of $102.5 billion in 2021.
  
  
• Arm declines to sell Neoverse V to Alibaba (Thursday Dec. 15, 2022)
  Arm has declined to sell its latest Neoverse V series processors to Alibaba citing US and UK export controls, reports the FT.
  
  
• Total Revenue of Global Top 10 IC Design Houses for 3Q22 Showed QoQ Drop of 5.3%; Broadcom Returned to No. 2 Spot in Revenue Ranking by Overtaking NVIDIA and AMD, Says TrendForce (Thursday Dec. 15, 2022)
  Global market intelligence firm TrendForce reports that the revenue generation momentum of the global IC design industry slowed down in 3Q22. The main factors behind this development were the Russia-Ukraine military conflict, the recent COVID-19 lockdowns in China, the ongoing inflation, and clients undergoing inventory corrections.
  
  
• Examining the Top Five Fallacies About RISC-V (Wednesday Dec. 14, 2022)
  In a little over a decade, RISC-V has arguably become at least the third most important instruction set architecture (ISA) for future applications of computing.
  
  
• Global Chip Industry Projected to Invest More Than $500 Billion in New Factories by 2024, SEMI Reports (Monday Dec. 12, 2022)
  The worldwide semiconductor industry is projected to invest more than $500 billion in 84 volume chipmaking facilities starting construction from 2021 to 2023, with segments including automotive and high-performance computing fueling the spending increases
  
  
• Tata may make chips (Monday Dec. 12, 2022)
  Earlier this morning, Tata’s chairman Natarajan Chandrasekaran (pictured) told the Nikkei that the company is starting with IC test and assembly and will then consider getting into fab.
  
  
• Global Top 10 Foundries' Total Revenue Grew by 6% QoQ for 3Q22, but Foundry Industry's Revenue Performance Will Enter Correction Period in 4Q22, Says TrendForce (Thursday Dec. 08, 2022)
  The total revenue of the global top 10 foundries rose by 6% QoQ to US$35.21 billion for 3Q22 as the release of the new iPhone series during the second half of the year generated significant stock-up activities across Apple’s supply chain.
  
  
• Apple, AMD Back TSMC's Tripled Investment, Tech Upgrade in Arizona (Thursday Dec. 08, 2022)
  Taiwan Semiconductor Manufacturing Co. (TSMC) has more than tripled its overall investment in Arizona to about $40 billion for two chip facilities with the support of customers like Apple and AMD, stoking a U.S. effort to revive domestic chip production.
  
  
• Renesas tapes out spiking neural network chip (Monday Dec. 05, 2022)
  Renesas is taping out a chip using the spiking neural network (SNN) technology developed by Brainchip.
  
  
• Global Semiconductor Sales Decrease 0.3% Month-to-Month in October (Monday Dec. 05, 2022)
  The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $46.9 billion during the month of October 2022, a slight decrease of 0.3% compared to the September 2022 total of $47.0 billion and down 4.6% compared to the October 2021 total of $49.1 billion.
  
  
• Eliyan eliminates silicon interposer to advance D2D chiplet connect for HPC (Monday Dec. 05, 2022)
  Eliyan’s chiplet interconnect technology enables connection of homogeneous & heterogenous architectures on a standard organic chip substrate.
  
  
• The Worldwide Semiconductor Market is expected to slow to 4.4 percent growth in 2022, followed by a decline of 4.1 percent in 2023 (Monday Dec. 05, 2022)
  Following a strong growth of 26.2 percent in the year 2021, WSTS revised its forecast down to a single digit growth for the worldwide semiconductor market in 2022 with a total size of US$580 billion, up 4.4 percent.
  
  
• New Report Identifies Challenges to Continued U.S. Leadership in Semiconductor Design, Innovation (Thursday Dec. 01, 2022)
  Following enactment of landmark semiconductor manufacturing and research investments in the CHIPS and Science Act, new SIA-BCG study highlights need to advance federal policies to reinforce U.S. chip design, tech leadership
  
  
• The Worldwide Semiconductor Market is expected to slow to 4.4% growth in 2022, followed by a decline of 4.1% in 2023 (Thursday Dec. 01, 2022)
  Following a strong growth of 26.2 percent in the year 2021, WSTS revised its forecast down to a single digit growth for the worldwide semiconductor market in 2022 with a total size of US$580 billion, up 4.4 percent.
  
  
• Global Semiconductor Equipment Billings Increase 9% in Q3 2022, SEMI Reports (Thursday Dec. 01, 2022)
  Global semiconductor equipment billings rose 9% from the second to the third quarter of 2022 and 7% year-over-year to US$28.75 billion, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.
  
  
• After Record Sales in 2022, Semi Sales Forecast to Fall -5% in 2023 (Tuesday Nov. 29, 2022)
  After soaring 25% to $614.7 billion in 2021, worldwide semiconductor sales are expected to increase 3% in 2022 and to a new record sales level of $636.0 billion this year
  
  
• Gartner Forecasts Worldwide Semiconductor Revenue Growth to Decline 3.6% in 2023 (Monday Nov. 28, 2022)
  Global semiconductor revenue is projected to decline 3.6% in 2023, according to the latest forecast from Gartner, Inc. In 2022, the market is on pace to grow 4% and total $618 billion.
  
  
• EU edges closer to Chips Act (Thursday Nov. 24, 2022)
  Yesterday the EU moved a step closer to securing its own Chips Act when member states agreed to a $46.6 billion proposal to subsidise chip production in Europe.
  
  
• Global NAND Flash Revenue Fell by 24.3% QoQ for 3Q23 as Suppliers Made Large Price Concessions That in Turn Impacted Their Results, Says TrendForce (Thursday Nov. 24, 2022)
  Because shipments of end products including consumer electronics and servers had been below expectations, the overall NAND ASP fell by 18.3% QoQ.
  
  
• GPU Q3'22 biggest quarter-to-quarter drop since the 2009 recession (Thursday Nov. 24, 2022)
  Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 75.5 million units in Q3’22 and PC CPU shipments decreased by -19% year over year.
  
  
• SkyWater CEO Expands "Technology Foundry" Model (Wednesday Nov. 23, 2022)
  SkyWater Technology CEO Thomas Sonderman is building a new type of chip foundry that shifts onerous multi-billion–dollar fab investments to customers who bear most of the cost.
  
  
• 2023 Semi Capex Forecast Sees Largest Decline Since 2008-09 (Wednesday Nov. 23, 2022)
  A weak memory market and U.S. sanctions on China semiconductor producers are two driving factors behind the expected -19% drop in semiconductor capital spending in 2023.
  
  
• Arm public offer likely to be postponed beyond Q123 (Tuesday Nov. 22, 2022)
  The Arm IPO, expected in Q123, looks like being postponed.
  
  
• Intel foundry boss to leave (Tuesday Nov. 22, 2022)
  Randhir Thakur President of Intel Foundry Services, is to leave the company.
  
  
• Infineon plans €5bn 300mm fab in Dresden (Wednesday Nov. 16, 2022)
  Building the fab is dependent on state support for the Dresden factory, said CEO Jochen Hanebeck (pictured), adding that he has received a political signal.
  
  
• TSMC Expansion in Arizona to Target 3-nm Node (Tuesday Nov. 15, 2022)
  Taiwan Semiconductor Manufacturing Co. (TSMC) announced this week that it’s building the factory shell for a possible second fab at its Arizona site. The world’s top chipmaker has already committed to a $12 billion investment for its 5-nm fab in Arizona.