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Asia Driving Electronics Growth

Asia Driving Electronics Growth
by Bill Jewell on 09-26-2024 at 4:00 pm

Electronics Production 2024 September

Electronics production in the major developed countries has been showing slow growth or declines in 2024. United States electronics production three-month-average change versus a year ago (3/12 change) was 0.4% in July 2024, the slowest since the pandemic year of 2020. Growth has been slowing since averaging 6.5% in 2022 and… Read More


Robust Semiconductor Market in 2024

Robust Semiconductor Market in 2024
by Bill Jewell on 08-21-2024 at 1:30 pm

Semiconductor Market Change 2024

The global semiconductor market reached $149.9 billion in the second quarter of 2024, according to WSTS. 2Q 2024 was up 6.5% from 1Q 2024 and up 18.3% from a year ago. WSTS revised 1Q 2024 up by $3 billion, making 1Q 2024 up 17.8% from a year ago instead of the previous 15.3%.

The major semiconductor companies posted generally strong… Read More


Semiconductor CapEx Down in 2024, Up Strongly in 2025

Semiconductor CapEx Down in 2024, Up Strongly in 2025
by Bill Jewell on 07-31-2024 at 4:00 pm

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The U.S. CHIPS and Science Act provides incentives for semiconductor manufacturing in the United States. As of July 30, 2024, The CHIPS Program Office has announced over $30 billion in grants and over $25 billion in loans, according to the Semiconductor Industry Association (SIA). The awards have been given to fourteen companies;… Read More


Automotive Semiconductor Market Slowing

Automotive Semiconductor Market Slowing
by Bill Jewell on 06-24-2024 at 6:00 pm

Semiconductor Market Growth 2024

We at Semiconductor Intelligence estimate the automotive semiconductor market was $67 billion in 2023, up 12% from 2022. The top twelve suppliers accounted for over three-quarters of the market. Infineon Technologies was the largest automotive semiconductor supplier, at $9.2 billion or 13.7% of the market. NXP Semiconductors… Read More


2024 Starts Slow, But Primed for Growth

2024 Starts Slow, But Primed for Growth
by Bill Jewell on 05-22-2024 at 4:00 pm

Semiconductor Market Change 2024

The global semiconductor market in 1Q 2024 was $137.7 billion, according to WSTS. 1Q 2024 was down 5.7% from 4Q 2023 and up 15.2% from a year ago. The first quarter of the year is typically down seasonally from the fourth quarter of the prior year. However, the 1Q 2024 decline of 5.7% was worse than expected.

Major semiconductor companies… Read More


Electronics Turns Positive

Electronics Turns Positive
by Bill Jewell on 04-24-2024 at 4:00 pm

Semiconductor Intelligence 1

Unit shipments of both PCs and smartphones versus a year ago have turned positive. According to IDC, PC shipments in 1Q 2024 were up 1.5% from 1Q 2023, the first positive year-to-year change since 4Q 2021. Smartphone year-to-year growth turned positive in 4Q 2023 at 8.5%. The growth continued in 1Q 2024 at 7.8%. 4Q 2023 was the first… Read More


Semiconductor CapEx Down in 2024

Semiconductor CapEx Down in 2024
by Bill Jewell on 03-21-2024 at 2:00 pm

Delayed Wafer Projects

U.S. President Biden announced on Wednesday an agreement to provide Intel with $8.5 billion in direct funding and $11 billion in loans under the CHIPS and Science Act. Intel will use the funding for wafer fabs in Arizona, Ohio, New Mexico, and Oregon. As reported in our December 2023 newsletter, the CHIPS Act provides a total of $52.7… Read More


Strong End to 2023 Drives Healthy 2024

Strong End to 2023 Drives Healthy 2024
by Bill Jewell on 02-16-2024 at 6:00 am

Semiconductor Market Change 2024

The global semiconductor market grew 8.4% in 4Q 2023 from 3Q 2023, according to WSTS. The 8.4% gain was the highest quarter-to-quarter growth since 9.1% in 2Q 2021. This was also the highest 3Q to 4Q increase in 20 years, since an 11% rise in 4Q 2003. 4Q 2023 was up 11.6% from a year ago, following five quarters of negative year-to-year… Read More


CES 2024

CES 2024
by Bill Jewell on 01-11-2024 at 3:00 pm

CES 2024

CES 2024 is being held this week in Las Vegas, Nevada with an estimated 130,000 attendees and over 4,000 exhibitors. CES (previously Consumer Electronics Show) has been held in Las Vegas every year since 1978, except for 2021 due to COVID-19. This was my ninth CES representing Semiconductor Intelligence, with the first in 2012.… Read More


CHIPS Act and U.S. Fabs

CHIPS Act and U.S. Fabs
by Bill Jewell on 12-19-2023 at 10:00 am

Major Future US Fabs

In August 2022, U.S. President Biden signed into law the CHIPS and Science Act of 2022 to provide incentives for semiconductor manufacturing in the United States. In a case of creating the acronym first and then finding a name to fit, CHIPS stands for Creating Helpful Incentives to Produce Semiconductors. The act provides a total… Read More