Counterpoint Research’s Post

Our latest infographics summarizing the global semiconductor, #foundry, and #smartphone AP market in Q1 2024 are out now! Below are the key takeaways for the top 7 #semiconductor companies by revenue: - Samsung Semiconductor took the #1 spot with strong demand from the #memory market, especially for DDR5 and storage for generative AI. - NVIDIA ranked #2, recording another quarter of revenue #growth (19% QoQ), thanks to its dominance in AI, which triggered a sales boom in the #data center segment. - Intel Corporation reported a 14% QoQ revenue decline in Q1 2024 due to soft demand at Intel foundry, Altera and Mobileye. - SK hynix and Micron Technology also benefited from the solid memory #market to report sequential revenue growth and rank #4 and #7 respectively during the quarter.  - Qualcomm and Broadcom ranked #5 and #6 respectively, both reporting single-digit QoQ revenue declines due to weak #performance in their key businesses. Link to the rest of the infographics in comments below.

The graphic effectively encapsulates the dynamic momentum at Samsung and Intel as well, reflecting their significant strides in the semiconductor industry. Meanwhile, TSMC executives are exhibiting very explainable anxiety as the company becomes an increasingly prominent target in the competitive landscape. The term "Siliconomy" aptly describes the sector's current state, which is experiencing a catalytic paradigm shift, reshaping the industry's foundational dynamics. #Siliconomy #ChipWar #ChipAct #IgnitingAmericanManufacturing

SK hynix Set to Overtake Intel Corporation in Q3 Chip Sales With an expected revenue of $12.8 billion, SK hynix is projected to surpass Intel as the world's third-largest chipmaker for the first time ever, according to market analyst firm Omdia. This would be a significant shift in the semiconductor landscape, with SK hynix attributing its success to the burgeoning demand for high-value products like high-bandwidth memory chips fueled by the ongoing AI boom. While NVIDIA maintains its dominance with an estimated $28.1 billion in revenue and Samsung Semiconductor holds the second spot at $21.7 billion, SK hynix's projected growth highlights the increasing influence of South Korean chipmakers. This achievement underscores the company's strategic focus on high-demand sectors like AI and its ability to capitalize on the global shift towards data-centric technologies. #SKhynix #Intel #Nvidia #Samsung #semiconductorindustry

TSMC, Samsung Semiconductor, and Intel Corporation are set to compete fiercely in the development and production of #2nm #chips, heralding a new phase in #semiconductor technology. The race to achieve mass production of 2nm chips signifies a pivotal moment in advancing #smartphone, data center, and #AI #technologies. The outcomes of this battle may reshape the global semiconductor landscape, impacting market dominance and technological innovation.

TSMC, Samsung Semiconductor, and Intel Corporation are set to compete fiercely in the development and production of #2nm #chips, ushering in a new era of #semiconductor technology. The race to mass-produce 2nm chips marks a watershed moment in the advancement of #smartphone, data centre, and #AI #technologies. The outcome of this battle could reshape the global semiconductor landscape, affecting market dominance and technological innovation.

Samsung Electronics SEMICONDUCTOR LED Q1 2024 BUT FOUNDRY WAS NOWHERE NEAR TSMC In Q1 2024, Samsung emerged as the global leader in the semiconductor market, outpacing major players like Nvidia and Intel. According to Counterpoint Research, Samsung captured 11% of the market, outperforming NVIDIA (10%), Intel Corporation (9%), SK hynix (7%), and Qualcomm (6%). This success is largely attributed to the high demand for DDR5 memory and storage solutions for Generative AI. However, in the foundry sector, Samsung remains behind TSMC, which holds a commanding 62% market share. Despite a decline in revenues, Samsung maintained its second place with a 13% share, followed by SMIC (6%), UMC (6%), and GlobalFoundries (5%). Thanks again to SamMobile for the full article with more background and insights click the source link in the comments below 💡 🙏👇 Visit International Semiconductor Executive Summits #Semiconductors #MarketTrends #Samsung #TSMC #AI #DDR5

TSMC, Samsung, and Intel are advancing capabilities at cutting-edge nodes like 4nm/3nm/20A/14A to address high-performance computing and AI/ML demands. Meanwhile, the older nodes can be transferred to UMCs, GFs, and Tower Semiconductor for capacity expansion in areas like Communications, Automotive, and Industrial computing. This strategy ensures technology availability from 65nm to 5nm, spanning across various geographies. The question remains, why might this approach face challenges

✍ Yole Group write - Semiconductor suppy-demand, 2 possible outcomes... NVIDIA #GPU prices may stay high due to limited #supply, resulting in higher revenue but lower sales volumes, which would reduce #waferdemand growth for advanced nodes. Alternatively, prices could drop as competition in #AI semiconductors grows, shifting to a demand-driven market and boosting wafer volume growth in #semiconductor production. Why is this important? Reporting from Semicon Taiwan 2024 has revealed intriguing perspectives on the semiconductor sector. Take a few minutes to explore the most recent developments in the semiconductor industry, revealed by Yole Group's analyst, Pierre Cambou on https://lnkd.in/euAMejWR #semiconductorfoundry #capacity #massproduction TSMC Samsung Semiconductor Apple Huawei

🔍 Two potential futures for the semiconductor market - will NVIDIA’s GPU prices stay high or fall with rising competition in AI? 🧐 Yole Group’s Pierre Cambou shares key insights from Semicon Taiwan 2024 on how these outcomes could shape wafer demand and production growth. Check out the full article shared recently on Yole Group's website: https://lnkd.in/euAMejWR #Semiconductor #SemiconductorFoundry #Capacity #AI #TSMC #Samsung #Apple #Huawei

TSMC, Samsung, Intel: Battle of the foundry giants In the second part of our semiconductor blog series, we look at the technology leaders in the foundry sector, examining Taiwan Semiconductor (TWS), Samsung and Intel. TWS stands out as the leading innovator among semiconductor foundries, while Samsung secures its position in the top two based on global revenue, according to Statista. Intel also plays a significant role, with a semiconductor market share of nearly 10%. Our discussion explores the complex landscape of the semiconductor industry and highlights TSMC's strategic advantage over rivals such as Intel and Samsung, particularly its focus on manufacturing without branching out into chip design. #TSMC, #Samsung, #Intel