Data centre capex is forecast to grow 11% in 2024 as select hyperscale cloud service providers return to an expansion cycle and the spending freeze in the enterprise markets thaws, says Dell’Oro.. “Worldwide data centre capex
The share of the foundry industry now held by Taiwan and Korea will shrinkto 41% and 10% respectively by 2027, says TrendForce. Currently Taiwan holds approximately 46% of global semiconductor foundry capacity, followed by China (26%
Snartphone shipments will grow more than 10% q-o-q and 2% y-o-y reaching over 300 million units, says Digitimes Research. The sequential increase is driven primarily by Apple’s iPhone shipments. Demand for smartphones
Q3 wearables shipments grew 2.6% y-o-y at 148.4 million units, according to the (IDC) Worldwide Quarterly Wearable Device Tracker which out-shipped 3Q21 (142.1 million) and 3Q22 (144.6 million) when sales were driven by pandemic-relate
Sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach $100 billion in 2023, a contraction of 6.1% from the industry record of $107.4 billion posted in 2022, SEMI announced today in its Year-E
Q4 is expected to see a further 5–10% QoQ increase in production. The downturn in global smartphone production for 2023 is expected to be limited to less than 3%, with total annual output estimated to reach a
October semiconductor sales of $46.6 billion were up 3.9% on the $44.9 billion of September but 0.7% less than the October 2022 total of $46.9 billion, says the SIA.
The top ten foundries grew revenues 7.9% to $28.29 billion, and Q4 revenues could grow faster, reports TrendForce. TSMC, with 58% market share, grew Q3 revenue by 10.2%—reaching $17.25 billion. The 3nm process alone contribut
2024 semiconductor sales are projected to grow 16.8% in 2024 to total $624 billion, according to Gartner after a 2023 market which is forecast to decline 10.9% to $534 billion. “We are at the end of 2023 and strong demand for chips
Last year, Aubrey Dunford, the ECSN (Electronic Components Supply Network) market analyst declared the UK electronics components market had returned to normality. At this year’s Electronics Components Forecast, he reclassified its status as a new,
Q4 smartphone shipments will see 7.3% y-o-y growth, says IDC. “The tide has finally turned, ” says IDC’s Nabila Popal. The market recovery will continue in 2024 with 3.8% growth expected, followed by low single-digit growth for 2022
Foxconn is expected to increase its Indian production of iPhones from 12-14% in 2023 to 20-25% in 2024. Earlier this week the company filed a securities notice in Taiwan that it would build a plant costing $1.54 billion at an unnamed
