Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

<ul>
<li>Semiconductor revenues remain in a decline, although that decline has slowed.</li>
<li>Prices appear to have reached cost.  They should follow cost declines until a shortage returns.</li>
<li>The timing of the next shortage is still in question.</li>
</ul>


Semiconductor revenues remain in a decline, although that decline has slowed.
Prices appear to have reached cost.  They should follow cost declines until a shortage returns.
The timing of the next shortage is still in question.


Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

<ul>
<li>Q1 2023 revenue of ~US$16.7 billion was at the bottom end of the guided range </li>
<li>Despite the inauspicious start, Q1 revenue still represents sequential growth of 3.6% year on year.</li>
<li>TSMC's earnings commentary on April 20 next will set the stage for how recovery looks across the broader semiconductor industry</li>
</ul>


Q1 2023 revenue of ~US$16.7 billion was at the bottom end of the guided range 
Despite the inauspicious start, Q1 revenue still represents sequential growth of 3.6% year on year.
TSMC's earnings commentary on April 20 next will set the stage for how recovery looks across the broader semiconductor industry


<ul>
<li>Gordon Moore, co-founder of Intel in 1968, has died at the age of 94</li>
<li>Arthur Rock raised $2.5 million to kick-start Intel in a single day. He did so without any formal business plan from the founding duo. He's still alive to this day. </li>
<li>While Noyce was charismatic and loved the limelight, Moore was the quiet revolutionary in the background who nurtured Intel to become the most important semiconductor company on the planet</li>
</ul>


Gordon Moore, co-founder of Intel in 1968, has died at the age of 94
Arthur Rock raised $2.5 million to kick-start Intel in a single day. He did so without any formal business plan from the founding duo. He's still alive to this day. 
While Noyce was charismatic and loved the limelight, Moore was the quiet revolutionary in the background who nurtured Intel to become the most important semiconductor company on the planet


<ul>
<li>Intel recently hosted a webinar on the company’s Data Center &amp; AI group strategy</li>
<li>Intel has the broadest range of compute processor types on the market including CPU, GPU, FPGA, ASIC etc, but has lost its competitive edge to AMD on the server side</li>
<li>Regaining server leadership will require home runs on both Granite Rapids and Intel 3 in 2025</li>
</ul>


Intel recently hosted a webinar on the company’s Data Center &amp; AI group strategy
Intel has the broadest range of compute processor types on the market including CPU, GPU, FPGA, ASIC etc, but has lost its competitive edge to AMD on the server side
Regaining server leadership will require home runs on both Granite Rapids and Intel 3 in 2025


Intel's Data Center & AI Investor Webinar Key Takeaways

<ul>
<li>The current semiconductor downturn is largely attributable to the reversion of PC and Smartphone unit shipments to their pre-pandemic norms</li>
<li>There are good reasons to believe that the trough for PC unit shipments will be Q1 2023. </li>
<li>Server shipments will decline sequentially in H1 and this may further prolong the impact on memory players, Intel and to a lesser extent, AMD &amp; NVIDIA</li>
</ul>


The current semiconductor downturn is largely attributable to the reversion of PC and Smartphone unit shipments to their pre-pandemic norms
There are good reasons to believe that the trough for PC unit shipments will be Q1 2023. 
Server shipments will decline sequentially in H1 and this may further prolong the impact on memory players, Intel and to a lesser extent, AMD &amp; NVIDIA


United States

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

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