Q2 notebook shipments grew 21.6% q-o-q to 42.52 million units, although H1 units were down 23.5% y-o-y at 77.5 million units, reports IDC.
Worldwide telecom capex, the sum of wireless and wireline telecom carrier investments, is expected to fall by 7% between 2022 and 2025, says Dell’Oro Group.
Q3 PC shipments fell 9% to 64.3 million units marking the eighth consecutive quarter of decline for the PC market, but growth should resume in Q4, says Gartner.
The locations for semiconductor foundry manufacturing will shift over the next few years with China doing more, Taiwan less and the US increasing its share of advanced node manufacturing, says IDC’s report: The Impact of Geopolitics on Asia’s Semiconductor Supply Chain: Trends and Strategies
August chip sales of $44 billion were up 1.9% on July’s $43.2 billion but 6.8% less than the August 2022 total of $47.2 billion, says the SIA.
WASHINGTON—Oct. 4, 2023—The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales totaled $44.0 billion during the month of August 2023, an increase of 1.9% compared to the July 2023 total of $43.2 billion b
SIA President and CEO John Neuffer on Sept. 18 sent a letter to congressional leaders expressing the urgency of resolving double taxation between the U.S. and Taiwan, among other related tax matters. Despite being top trading partners, the U.S. and
Alphawave Semi had H1 revenues up 228% y-o-y to $187 million for an EBITDA of $32 million at a margin of 17% compared with $23 million and 41% in H1 2022. The H1 2023 operating loss was $3 million. In H1 2002, it was $30 million.
200mm fab capacity will grow 14% from 2023 through 2026, adding 12 new 200mm volume fabs (excluding EPI), says SEMI in its 200mm Fab Outlook to 2026 report.
Nvidia will likely become the No.1 semiconductor company for revenue this year, says Semiconductor Intelligence which estimates Nvidia’s 2023 revenue at about $52.9 billion, and Intel’s at $51.6 billion.
The number of EV charging stations across the world will increase 3x between 2023 and 2026 to 16 million charging points, says TrendForce. By 2026, the number of EV’s will be 96 billion globally setting the vehicle-to-charger
CFM International Inc. says 68 jet engines were fitted with spare parts backed by fraudulent documentation from a little-known UK-based supplier, a sign that fake components may have been installed on certain older-model aircraft. Th