➀ The global GPU market is expected to exceed $100 billion in 2024; ➁ AI GPUs are leading the market with increasing demand; ➂ Revenue from AI and HPC GPUs is significant despite low volume.
Recent #Revenue news in the semiconductor industry
➀ Infineon reported revenue of €3.919 billion and a profit of €832 million in the calendar Q3/fiscal Q4 with a 21% margin. The company expects revenue of around €3.2 billion for calendar Q4/fiscal Q1. ➁ CEO Jochen Hanebeck commented on the well-managed 2024 fiscal year and the lack of growth momentum except for AI. ➂ Infineon is preparing for a subdued business trajectory in 2025 due to inventory correction and unclear demand trends.
➀ SMIC reports record-breaking revenue of US$2.17 billion for Q3 2024; ➁ The revenue represents a 14% sequential increase and a 34% year-over-year surge; ➂ The company has exceeded the US$2 billion mark for the first time.
➀ Ansenic Semiconductor's revenue for the third quarter increased by 2% year-over-year to $1.76 billion, meeting expectations;
➁ Non-GAAP EPS was $0.99, up $0.02 from the previous year;
➂ Adjusted operating profit was $496.5 million, exceeding analyst expectations of $483.4 million.
➀ NVIDIA's total revenue in 2023 was $60.922 billion, with a gross margin of 72.7% and a 98% market share in the data center GPU market. As of October 6, 2024, NVIDIA's market value reached $3.064 trillion, ranking third globally.
➁ NVIDIA's success is driven by three dimensions: product depth, product breadth, and sales channels. The company continuously expands its product range, integrates new technologies, and optimizes its product offerings.
➂ NVIDIA has transformed from a PC graphics chip company to a provider of complete solutions for key vertical fields, focusing on the 'GPU+DPU+CPU' strategy and data center products.
➀ TSMC reported revenue of NT$759.69 billion and net profit of NT$325.26 billion for the third quarter, both reaching all-time highs.
➁ Gross Margin was 57.8% and Operating Margin was 47.5%, exceeding guidance.
➂ Advanced technologies, including 7nm and finer, accounted for 69% of total wafer revenue, with 3nm technology contributing 20%.
➀ Phison's September revenue fell to NT$4.431 billion, setting a new 13-month low; ➁ The third quarter revenue was NT$13.943 billion, relatively low in the past four quarters; ➂ The year-on-year growth rate of NAND storage bit shipments in the first nine months of 2024 reached 30%, a historical high; ➃ Weak demand for low-end SSDs in the retail market aligns with Phison's strategy of shifting to mid-to-high-end SSD markets; ➄ Phison is actively expanding into the non-retail customized mid-to-high-end SSD market to mitigate market fluctuations; ➅ Phison's enterprise SSD brand PASCARI is shipping steadily, and the aiDAPTIV+ solution for edge micro-tuning in generative AI is expanding successful case applications in various AI scenarios.
➀ Daliangguang's revenue in September reached NT$6.524 billion, a year-on-year increase of 17.08%. The total revenue for the third quarter reached NT$18.949 billion, a year-on-year increase of 39%. However, the revenue decreased by 7.04% month-on-month in September, showing a high start and low end trend. ➁ This decline may be related to Apple's performance, as British Barclays analysts revealed that Apple may have cut orders for iPhone 16 due to lower-than-expected demand. ➂ Daliangguang, founded in 1987, is a supplier of optical lenses for many major smartphone brands, including Apple, with whom it has a legendary history in the optical industry.
➀ The SIA reported that August semiconductor revenues reached $53.1 billion, a 20.6% increase year-over-year; ➁ The growth was driven by a 43.9% year-to-year sales increase into the Americas; ➂ Month-to-month sales increased across all regions for the first time since October 2023.
➀ Graphcore, the UK-based chipmaker, reported $4m in revenue for 2023, following its $600m+ acquisition by SoftBank; ➁ The company's losses before tax decreased to £131m in 2023 from $197m the previous year; ➂ Graphcore faced challenges in 2023, including the closure of operations in China and scaling back operations in the US due to export control rules.
➀ The Elder Scrolls Online has been a highly successful venture for Zenimax Online, earning around $2 billion in lifetime sales. ➁ Since launch, the game has generated an average of $15 million per month in revenue. ➂ The game's success has influenced Zenimax's focus on multiplayer games, including titles like Fallout 76 and Wolfenstein: Youngblood.
➀ Q2 semiconductor revenue reached a record high of $162.1 billion; ➁ Omdia attributes the growth to Nvidia and AI demand; ➂ Over 50% of tracked companies saw lower semiconductor revenue year-over-year.
➀ Samsung, SK hynix, and TSMC are set to overtake Intel in revenue in Q3 due to strong performance in data centers and AI. ➁ Intel's revenue projection is between $12.5 billion and $13.5 billion, lower than the expected earnings of TSMC and Nvidia. ➂ Nvidia's sales projection is around $32.5 billion, making it the likely leader in semiconductor sales.
➀ Google generated $238 billion in revenue from its advertising segment in 2023, representing 77% of Alphabet’s overall revenue. ➁ The US anti-trust lawsuit against Google began on September 9, 2024. ➂ Despite significant market share, competitors like Yandex and Baidu generate only a fraction of Google’s advertising revenue.
➀ Taiwan’s foundries and OSATs reported August revenue; ➁ TSMC showed strong YoY growth at 33% with US$7.8 billion in revenue; ➂ TSMC's dominance in advanced technology for AI and smartphone applications contributed to the growth.
➀ The NAND ASP increased by 15% in Q2, leading to total revenue of $16.796 billion, a 14.2% increase q-o-q. ➁ All NAND Flash suppliers returned to profitability and are expanding capacity. ➂ Samsung's NAND ASP rose by 20%, while Hynix, Kioxia, Micron, and WDC also saw significant increases in ASP and revenue.
➀ TSMC's August revenue reached $7.8 billion, a 33% increase year-on-year and a 2.4% decrease month-on-month; ➁ The revenue for January-August 2024 was $55 billion; ➂ The demand for leading-edge processes, especially iPhone chips before the iPhone 16 launch, boosted the revenue, with Apple accounting for a quarter of TSMC's total revenue; ➃ TSMC expects Q3 revenue between $22.4 billion and $23.2 billion.
➀ IQE's H1 revenue increased by 27% year-on-year to £66 million, with an EBITDA of £6.6 million. ➁ Wireless revenue rose by 73% to £38.8 million, while photonics revenue decreased by 4% to £26.8 million. ➂ The company reported an operating loss of £(12.1)m and adjusted cash inflow from operations of £1.8 million.
➀ Global semiconductor market reached $149.9 billion in Q2, up 6.5% sequentially and 18.3% year-over-year. ➁ Among the top 15 companies, only MediaTek and STMicroelectronics saw revenue declines. ➂ Memory companies showed the strongest growth, with SK Hynix and Kioxia up over 30%, Samsung up 23%, and Micron up 17%. ➃ The weighted average growth rate for the top 15 companies was 8%, with memory companies growing 22% and non-memory companies growing 3%. ➄ Semiconductor companies expect positive revenue in Q3 2024, with AMD and Micron projecting significant growth.
➀ The article lists the top seven semiconductor companies based on market share and revenue for Q1, as reported by Counterpoint Research. ➁ It provides a brief overview of the companies' positions in the market. ➂ The article also includes links to related topics such as automotive IC vendors, distributors, SiC suppliers, and foundries.