Semiconductor Analysis & Research, Ingenuity

Semicon Alpha

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. 

Equity Bottom-Up

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

<ul><li>NVIDIA yesterday reported Q4 2022 revenues of $6.05 billion, in line with their forecast, down 21% from a year ago and up 2% sequentially.</li><li>Interestingly, NVIDIA’s current downturn is playing out almost exactly like their previous downturn back in 2019 as can clearly be seen in the above chart.</li><li>We expect to see this same recovery pattern continue throughout the remainder of 2023.</li></ul>

NVIDIA yesterday reported Q4 2022 revenues of $6.05 billion, in line with their forecast, down 21% from a year ago and up 2% sequentially.Interestingly, NVIDIA’s current downturn is playing out almost exactly like their previous downturn back in 2019 as can clearly be seen in the above chart.We expect to see this same recovery pattern continue throughout the remainder of 2023.

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

Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.

<ul><li>Micron yesterday announced FQ1 revenues of $4.1 billion, , down 39% sequentially and down 47% year over year.</li><li>This was still within the forecasted range, albeit at the very low end of the scale.</li><li>Gross margin came in at 22.9%, down approximately 17 percentage points sequentially, primarily due to lower pricing.</li></ul>

Micron yesterday announced FQ1 revenues of $4.1 billion, , down 39% sequentially and down 47% year over year.This was still within the forecasted range, albeit at the very low end of the scale.Gross margin came in at 22.9%, down approximately 17 percentage points sequentially, primarily due to lower pricing.

<ul><li>The origins of the current semiconductor downturn can be traced back to last May.</li><li>That’s when the leading PC OEMs posted their first quarter results, and in some cases, their second quarter outlook.</li><li>For some context, it is well understood that the pandemic roused the slumbering PC market to an extraordinary degree after the initial shock waves reverberated around the globe in Q1 2020.</li></ul>

The origins of the current semiconductor downturn can be traced back to last May.That’s when the leading PC OEMs posted their first quarter results, and in some cases, their second quarter outlook.For some context, it is well understood that the pandemic roused the slumbering PC market to an extraordinary degree after the initial shock waves reverberated around the globe in Q1 2020.

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

Semicon Alpha
Semiconductor Analysis & Research
• Ingenuity

NVIDIA Rebounds On ChatGPT Surge

NVIDIA yesterday reported Q4 2022 revenues of $6.05 billion, in line with their forecast, down 21% from a year ago and up 2% sequentially.

Semicon Alpha

Global Semiconductor Sales Increase 3.2% YoY In 2022

According to the Semiconductor Industry Association (SIA), global semiconductor industry sales totaled $573.5 billion in 2022, the highest-ever...

Semicon Alpha

Micron's FQ1 23 Earnings. Yikes!

Micron yesterday announced FQ1 revenues of $4.1 billion, , down 39% sequentially and down 47% year over year. This was still within the forecasted...

Semicon Alpha

Anatomy Of A Semiconductor Downturn

The origins of the current semiconductor downturn can be traced back to last May. That’s when the leading PC OEMs posted their first quarter...

Semicon Alpha