Sourcengine has published its Q1 lead time report. Volatile memory is at 11-17 weeks and going up and NV memory is at 13-19 weeks and is mostly going up or, if not, is stable. Storage is at 10-15 weeks and mostly going
Over the past seven years, the smartphone market has contracted six times on an annual basis, however, 2024 is set to be the year when the market returns to growth, says IDC. 2024 smartphone shipments are expected to reach 1.2 billio
The High End Router market declined 8% y-o-y in H2 2023, following an abrupt surge in equipment deliveries in the first half of the year, says Dell’Oro Group. “The disruptions caused by component shortages and supply chain bottlene
Power module revenue will grow from $8 billion in 2023 to $16 billion by 2029 representing a 12.1% CAGR between 2023 and 2029, according to Yole Group. The power module packaging costs fully depend on the packaging materials, s
Nvidia’s Q4 revenue was up 265% y-o-y at $22.1 billion.
The Smart NIC market will top $5 billion by 2028, says Dell’Oro. Accelerated computing will continue to push the boundaries in server connectivity, demanding port speeds of 400 Gbps and higher speeds. “The Ethe
The METIS (MicroElectronics Training, Industry and Skills) study has concluded and finds that the Top Five Critical Job Profiles in the microelectronics sector in 2023 are: Data specialist Software engineer
Semiconductor sales of $526.8 billion last year were 8.2% down on 2022’s record-breaking total of $574.1 billion, says the SIA, which forecast a sales rise of 13% this year to almost $600 billion. Q4 sales of $146
Over the past nine years, the global investment in robotaxis, robot shuttles, and robot trucks has reached nearly $42.5 billion, says Yole Developpement, with the robotic vehicle processor market expected to reach $1 billion in 2034, with an estima
In December, Korea’s semiconductor factory shipments rose 113.7% y-o-y – the biggest jump in a month since 1997, according to Statistics Korea, the national statistics office. Inventories rose by 11.6% – the smallest rise since
The compound semiconductor substrate market is expected to reach $3.3 billion in 2029, with a 17% CAGR between 2023 and 2029, says Yole Developpement. Substrate players consistently craft new strategies to diversify their produ
Hynix had a Q4 profit of $260 million on revenues up 47.4% at $8.5 billion compared with a loss of $1.4 billion in Q4 2022. For the full year of 2023, Hynix had a loss of $5.8 billion on revenues which fell 27% y-o-y to $24.6 b
