Semiconductor Analysis & Research, Ingenuity

Semicon Alpha

Review latest developments in semi, key indicators, review WFE, Silicon Wafers, Memory, CPU/GPU, Foundry, forecast etc.

Semiconductor Analysis & Research

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Thematic (Sector/Industry)

United states Industrials / Thematic (Sector/Industry)

<ul><li>According to the Semiconductor Industry Association (SIA), global semiconductor industry sales totaled $573.5 billion in 2022, the highest-ever annual total and an increase of 3.2% compared to the 2021 total of $555.9 billion.</li><li>Monthly semiconductor sales peaked in May of 2022, reaching an all time high of %51.</li><li>This marked the culmination of almost two years of sequential monthly semiconductor sales growth, driven in large part by the pandemic-driven return to growth in both PC and smartphone unit sales.</li></ul>

According to the Semiconductor Industry Association (SIA), global semiconductor industry sales totaled $573.5 billion in 2022, the highest-ever annual total and an increase of 3.2% compared to the 2021 total of $555.9 billion.Monthly semiconductor sales peaked in May of 2022, reaching an all time high of %51.This marked the culmination of almost two years of sequential monthly semiconductor sales growth, driven in large part by the pandemic-driven return to growth in both PC and smartphone unit sales.

Global Semiconductor Sales Increase 3.2% YoY In 2022