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Commentary / Analysis

• Electronic System Design Industry Logs 12.1% Year-Over-Year Revenue Growth in Q1 2022, ESD Alliance Reports (Monday Jul. 11, 2022)
  Electronic System Design (ESD) industry revenue increased 12.1% from $3,157.7 million in Q1 2021 to $3,540.5 million in Q1 2022
  
  
• Fabless Suppliers Hold Record 34.8% Share of Global IC Sales (Friday Jul. 08, 2022)
  While there is a relatively close relationship between the annual market growth of the fabless IC suppliers and foundries, the sales growth rates of fabless IC companies versus IDM (integrated device manufacturers) IC suppliers have usually been very different.
  
  
• Order Cancellations Strike, 8-inch Fab Capacity Utilization Rate Declines Most in 2H22, Says TrendForce (Thursday Jul. 07, 2022)
  Foundries have seen a wave of order cancellations with the first of these revisions originating from large-size Driver IC and TDDI, which rely on mainstream 0.1Xμm and 55nm processes, respectively.
  
  
• Global Semiconductor Sales Increase 18.0% Year-to-Year, 1.8% Month-to-Month in May (Wednesday Jul. 06, 2022)
  SIA today announced global semiconductor industry sales were $51.8 billion in the month of May 2022, an increase of 18.0% over the May 2021 total of $43.9 billion and 1.8% more than the April 2022 total of $50.9 billion.
  
  
• 2022 a Focus for 12-inch Capacity Expansion, 20% Annual Growth Expected in Mature Process Capacity, Says TrendForce (Thursday Jun. 30, 2022)
  According to TrendForce data, global wafer foundry capacity will increase by approximately 14% annually in 2022. Since expanding 8-inch capacity is not cost-effective and its growth rate is much lower than the overall industry average, 8-inch capacity will grow approximately 6% annually, while 12-inch capacity will grow 18% annually.
  
  
• The Role of Hardware Root of Trust in Edge Devices (Thursday Jun. 30, 2022)
  Developments in SoC technology in tandem with hardware acceleration have enabled specialized processes to be performed remotely with increased efficiency of the SoC as a whole. The latest developments in chip manufacturing technologies have also made possible the realization of devices that consume power in the order of nanowatts.
  
  
• Top Five MPU Suppliers Expand Share of Sales to 86% in 2021 (Thursday Jun. 30, 2022)
  Despite economic troubles brewing this year, total microprocessor sales are expected to maintain double-digit percentage growth in 2022, rising nearly 12% to a record-high $114.8 billion, thanks to higher average selling prices (ASPs)
  
  
• TSMC Creates Design Options for New 3nm Node (Thursday Jun. 23, 2022)
  Taiwan Semiconductor Manufacturing Co. (TSMC) has created versions of its upcoming 3nm FinFET node that’s ramping up later this year, allowing chip designers to enhance performance, power efficiency, and transistor density — or select a balance of those options.
  
  
• The Five Biggest MCU Suppliers Accounted for 82% of 2021 Sales (Wednesday Jun. 15, 2022)
  After falling 7% in 2019 because of a weak global economy and then dropping 2% in 2020 due to the Covid-virus crisis, MCU sales rebounded with a 27% increase in 2021 to a record-high $20.2 billion. The 2021 surge was the highest percentage growth in MCUs since 2000.
  
  
• Global Fab Equipment Spending Expected to Reach Record $109 Billion in 2022, SEMI Reports (Monday Jun. 13, 2022)
  Global fab equipment spending for front-end facilities is expected to increase 20% year-over-year (YOY) to an all-time high of US$109 billion in 2022, marking a third consecutive year of growth following a 42% surge in 2021
  
  
• World's Top Ten IC Design Company Revenue Reached US$39.43 billion in 1Q22, Marvell Growth Rate Tops List, Says TrendForce (Thursday Jun. 09, 2022)
  According to the latest TrendForce statistics, the top ten IC designers worldwide posted a combined revenue of US$39.43 billion in 1Q22, or 44% growth YoY. Qualcomm, NVIDIA, Broadcom ranked in the top three.
  
  
• Texas Instruments Keeps A Firm Grip As World's Top Analog IC Supplier (Thursday Jun. 09, 2022)
  With analog sales of $14.1 billion and 19% marketshare, Texas Instruments maintained its firm grip as the world’s leading supplier of analog devices in 2021.
  
  
• Global Semiconductor Sales Increase 21.1% Year-to-Year, 0.7% Month-to-Month in April (Tuesday Jun. 07, 2022)
  SIA today announced global semiconductor industry sales were $50.9 billion in the month of April 2022, an increase of 21.1% over the April 2021 total of $42.0 billion and 0.7% more than the March 2022 total of $50.6 billion.
  
  
• TSMC Commits to Nanosheet Technology at 2 nm Node (Tuesday Jun. 07, 2022)
  Taiwan Semiconductor Manufacturing Co. (TSMC) has chosen nanosheet technology for production of its next 2 nm node starting in 2025 to help cut energy consumption in high–performance computing (HPC) systems.
  
  
• Semiconductor Growth Still Seen at 11% Despite 2022 Headwinds (Thursday Jun. 02, 2022)
  Despite rampant inflation, soaring energy costs, ongoing glitches in supply chains, recent Covid-19 virus lockdowns in China, and Russia’s war with Ukraine, IC Insights continues to anticipate an 11% increase in total semiconductor sales this year—the same growth rate that was forecast in January.
  
  
• Global Semiconductor Equipment Billings Grow 5% Year-Over-Year in Q1 2022, SEMI Reports (Thursday Jun. 02, 2022)
  Global semiconductor equipment billings grew 5% year-over-year to US$24.7 billion in the first quarter of 2022, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report. Quarter-over-quarter billings in the seasonally soft first quarter declined 10%.
  
  
• Will Broadcom milk VMware dry or become a full stack company? (Monday May. 30, 2022)
  The world was abuzz this week as news of Broadcom’s intent to acquire VMware came to light. Broadcom started out as a semiconductor chip company (Avago acquired Broadcom in 2015 and renamed itself Broadcom, with the AVGO stock ticker) but built a software infrastructure portfolio with acquisitions of Brocade (2017), CA Technologies (2018) and Symantec (2019).
  
  
• ARM battles RISC-V at Renesas (Monday May. 30, 2022)
  Renesas Electronics is looking to catch up in the ARM microcontroller and processor markets, but also looking at the emerging RISC-V cores and new spiking AI accelerators to boost machine learning in the Internet of Things (IoT). At the same time a deal with Arduino aims to drive its chips…
  
  
• The Value of Small M&A Deals for Chipmakers (Thursday May. 26, 2022)
  The semiconductor industry has been hit by a “perfect storm” — an ecosystem shocked by skyrocketing chip demand and supply chain issues all at once.
  
  
• Top Three Suppliers Held 94% of 2021 DRAM Marketshare (Tuesday May. 24, 2022)
  With 44% marketshare, Samsung remained the world’s largest DRAM supplier in 2021 with sales that reached nearly $41.9 billion. Samsung advanced its DRAM business on several fronts last year.
  
  
• Foundry's 31% Growth in 2021 Outpaced Overall Chip Industry (Monday May. 23, 2022)
  The 31% increase in chip foundry revenue to $100.2 billion led growth in the overall semiconductor industry last year, according to market research firm Gartner.
  
  
• SMIC Revenue Soars as Chinese Market Sours (Thursday May. 19, 2022)
  Semiconductor Manufacturing International Corp. (SMIC) saw sales grow by more than 66% during the first three months of this year as the company warned of weakening demand in China, its home market.
  
  
• China-Based IC Production to Represent 21.2% of China IC Market in 2026 (Thursday May. 19, 2022)
  Foreign companies (e.g., Samsung, SK Hynix, TSMC, etc.) are expected continue to comprise more than 50% of IC production in China through 2026.
  
  
• How real is TSMC's bid for conversion to 1.4-nm process node? (Thursday May. 19, 2022)
  The industry reports about TSMC converting its 3-nm process R&D into a 1.4-nm process in June is likely to spark another round of process node duel between Taiwan’s leading pure-play fab and Samsung. However, it’s still not clear how this ambitious conversion to 1.4-nm process geometry will actually work.
  
  
• Samsung raising foundry prices (Monday May. 16, 2022)
  Samsung is reported to be talking to foundry customers about a rise in prices of between 15% and 20% to take effect in H2.
  
  
• TSMC hikes prices (Thursday May. 12, 2022)
  TSMC has told customers it plans to raise its prices by “single-digits” by the start of 2023, blaming increasing costs.
  
  
• India Prepares to Build Nation's First Chip Fab (Thursday May. 12, 2022)
  India is edging toward the construction of its first IC fab in the southwestern state of Karnataka following ISMC’s recent announcement.
  
  
• 2023 IC market to fall 22%, says Penn (Thursday May. 12, 2022)
  The semiconductor industry has passed the peak of the rollercoaster market cycle and is beginning its descent, said Malcolm Penn CEO of Future Horizons at IFS2022 in London yesterday.
  
  
• Industry R&D Spending To Rise 9% After Hitting Record in 2021 (Friday May. 06, 2022)
  New update shows Intel continues to lead research and development ranking, the top 10 raised spending 18% last year, and 21 companies invested $1 billion or more on R&D in 2021.
  
  
• ARM China staff post open letter pledging loyalty to Allen Wu (Wednesday May. 04, 2022)
  Following ARM’s announcement that it had ousted Allen Wu as CEO of its China subsidiary ARM China staff have posted an open letter on the subsidiaries website opposing the change. On April 29 processor intellectual property licensor ARM Ltd., Hopu Investment, and SoftBank Group, the principal shareholders in ARM China,…