Q3 revenues for the fabless top ten rose 17.8% q-o-q to $44.7 billion. Nvidia’s Q3 revenue rose 45.7% to $16.5 billion. Cirrus Logic grew 51.7% to $481 million take the No.10 slot driven by smartphone stockpiling demand. Will Semico
Has the US Chips Act been successful in increasing investment in semiconductor wafer fabs in the U.S? asks Semiconductor Intelligence.
The next edition of the 3GPP 5G Advanced standard (Release 19) is expected to bring ambient IoT within 6G to increase connectivity from billions of devices to trillions. Voting in December, the telecom companies and mobile operators th
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
