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Commentary / Analysis

• 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.
  
  
• 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.
  
  
• Consortium forms Rapidus to get Japan back into chip race at 2nm (Monday Nov. 14, 2022)
  A consortium of eight Japanese companies have formed Rapidus, a company that the Japanese government hopes can help the country get back into advanced chip manufacturing, according to local reports.
  
  
• After 1Q23 Bottom, Expectations Increase for a 2Q23 IC Market Rebound (Friday Nov. 11, 2022)
  Following a 9% drop in the 3Q22 IC market, and assuming the 4Q22 and 1Q23 IC markets register a decline, the 3Q22-1Q23 timeperiod would mark the seventh three-quarter IC market drop on record.
  
  
• Mythic strapped for cash (Thursday Nov. 10, 2022)
  After raising $165.2 million in venture capital, it looks as if Mythic, the analogue processor pioneer, has run out of cash,
  
  
• Global Silicon Wafer Shipments Projected to Set New Record in 2022, SEMI Reports (Monday Nov. 07, 2022)
  Global silicon wafer shipments are projected to increase 4.8% year-over-year in 2022 to a record high of nearly 14,700 millions of square inches (MSI), SEMI reported today in its annual silicon shipment forecast for the semiconductor industry.
  
  
• Market Dynamics, Technologies Drive Automotive Design (Monday Nov. 07, 2022)
  Likening the modern automobile to a server on wheels is starting to sound cliché, but we’re just hitting the tip of iceberg when it comes to the number of electronic components that are finding their way into modern automotive design, as well as the supporting infrastructure for autonomous driving in large urban centers.
  
  
• Finding Talent to Run New Fabs Might Be Challenging (Thursday Nov. 03, 2022)
  The U.S. CHIPS and Science Act spurred a rush to build new semiconductor fabs in the United States. So far, there are at least nine new fabs planned or under construction, as well as expansion plans at many existing fabs.
  
  
• Delay in Mass Production of New Intel Products a Boon for AMD, Proportion of AMD x86 Server CPUs Forecast to Exceed 22% in 2023, Says TrendForce (Wednesday Nov. 02, 2022)
  According to the latest TrendForce research, the mass production schedule of new Sapphire Rapids products has been delayed due to the poor yield rate of the Intel 7 process.
  
  
• Intel signs 7 out of top 10 fabless companies, sees 18A test chip (Monday Oct. 31, 2022)
  Amongst its warning on lower income in Q4 and 2023, eeNews Europe highlights the seven out of the top ten foundry customers that Intel says it has signed. The company has taped out a test chip for its 18A process for a foundry customer this quarter.
  
  
• Monthly Semiconductor Sales Decrease 0.5% Globally in September (Monday Oct. 31, 2022)
  Worldwide sales of semiconductors totaled $141 billion during the third quarter of 2022, a decrease of 3.0% compared to the third quarter of 2021 and 6.3% less than the second quarter of 2022.
  
  
• Report: TSMC stops work on Chinese AI chip amid sanctions confusion (Thursday Oct. 27, 2022)
  Foundry Taiwan Semiconductor Manufacturing Co. Ltd. has stopped making AI chips for Chinese startup Biren while it ensures compliance with US requirements, according to a Bloomberg report.
  
  
• Worldwide Silicon Wafer Shipments Set a New Record in Q3 2022, SEMI Reports (Wednesday Oct. 26, 2022)
  Worldwide silicon wafer shipments reached a new record of 3,741 million square inches (MSI) in the third quarter of 2022, increasing 1.0% quarter-over-quarter and growing 2.5% from the 3,649 MSI recorded during the same quarter last year, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry.