Interesting trend:
Top Semiconductor Company Revenue 2023
- Thread starter Daniel Nenni
- Start date
jms_embedded
Well-known member
How so?
Some people, like myself, had guessed that the recovery would start in the second half of 2023. From what I am seeing today it will more likely be the second half of the second half of 2023 or maybe even Q1 2024.
I think TSMC is ahead of the curve. Forecast for 2023 is -10% revenue growth. Today they are at -4% so Q4 2023 will have to be really bad to hit -10%, right? I think TSMC Q4 will actually be much better than predicted so the TSMC recovery has definitely started. Next year TSMC should be back in double digits ( 10%+ growth).
Turnaround in Semiconductor Market - Semiwiki
The global semiconductor market grew 4.2% in 2Q 2023 versus 1Q 2023, according to WSTS. The 2Q 2023 growth was the first positive quarter-to-quarter change since 4Q 2021, a year and a half ago. Versus a year ago, the market declined 17.3%, an improvement from a 21.3% year-to-year decline in 1Q...
semiwiki.com
The Recovery has Started and it’s off to a Great Start! - Semiwiki
August’s WSTS Blue Book showed Q2-2023 sales rebounding strongly, up 4.2 percent vs. Q1, heralding the end of the downturn and welcome news for the beleaguered chip industry. The really good news, however, was that the downturn bottomed one quarter earlier than previously anticipated. This...
semiwiki.com
hist78
Well-known member
Some people, like myself, had guessed that the recovery would start in the second half of 2023. From what I am seeing today it will more likely be the second half of the second half of 2023 or maybe even Q1 2024.
I think TSMC is ahead of the curve. Forecast for 2023 is -10% revenue growth. Today they are at -4% so Q4 2023 will have to be really bad to hit -10%, right? I think TSMC Q4 will actually be much better than predicted so the TSMC recovery has definitely started. Next year TSMC should be back in double digits ( 10%+ growth).
Turnaround in Semiconductor Market - Semiwiki
The global semiconductor market grew 4.2% in 2Q 2023 versus 1Q 2023, according to WSTS. The 2Q 2023 growth was the first positive quarter-to-quarter change since 4Q 2021, a year and a half ago. Versus a year ago, the market declined 17.3%, an improvement from a 21.3% year-to-year decline in 1Q...
The Recovery has Started and it’s off to a Great Start! - Semiwiki
August’s WSTS Blue Book showed Q2-2023 sales rebounding strongly, up 4.2 percent vs. Q1, heralding the end of the downturn and welcome news for the beleaguered chip industry. The really good news, however, was that the downturn bottomed one quarter earlier than previously anticipated. This...
Including TSMC in the list may provide more trending comparison and indirectly to show potential growth of Apple.
Agreed but some say it is double counting. Apple will not have a big swing on TSMC revenue until 1H 2024 with the new iProducts that will be launched next month. Nvidia is the big swing for Q4 and other HPC chips. We are mad for HPC right now, absolutely.