Data centre capex is forecast to grow 11% in 2024 as select hyperscale cloud service providers return to an expansion cycle and the spending freeze in the enterprise markets thaws, says Dell’Oro.. “Worldwide data centre capex
The share of the foundry industry now held by Taiwan and Korea will shrinkto 41% and 10% respectively by 2027, says TrendForce. Currently Taiwan holds approximately 46% of global semiconductor foundry capacity, followed by China (26%
Snartphone shipments will grow more than 10% q-o-q and 2% y-o-y reaching over 300 million units, says Digitimes Research. The sequential increase is driven primarily by Apple’s iPhone shipments. Demand for smartphones
Q3 wearables shipments grew 2.6% y-o-y at 148.4 million units, according to the (IDC) Worldwide Quarterly Wearable Device Tracker which out-shipped 3Q21 (142.1 million) and 3Q22 (144.6 million) when sales were driven by pandemic-relate
Sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach $100 billion in 2023, a contraction of 6.1% from the industry record of $107.4 billion posted in 2022, SEMI announced today in its Year-E
Q4 is expected to see a further 5–10% QoQ increase in production. The downturn in global smartphone production for 2023 is expected to be limited to less than 3%, with total annual output estimated to reach a
