Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

The SIA announced WSTS monthly semiconductor sales statistics for October 2020.   Sales were 6% higher than October 2019 and 3.1% higher than the prior month.  While this looks like the beginning of a growth phase, it seems more likely that sales will drop back to trend in the near future.

The SIA announced WSTS monthly semiconductor sales statistics for October 2020.   Sales were 6% higher than October 2019 and 3.1% higher than the prior month.  While this looks like the beginning of a growth phase, it seems more likely that sales will drop back to trend in the near future.

October Semiconductor Revenues Continue Upward Trend

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

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. 

Semiconductor Analysis & Research

Semiconductor wafer fab equipment sales are on track to grow by over 20% sequentially in 2020 with the broader foundry segment growing by around 20% and TSMC more than 30%. Yet, silicon wafer area shipments will struggle to increase by more than 2% and revenues are set to remain flat to slightly down. How do we explain the seeming discrepancy between these growth numbers? Here's our thoughts on the matter.

Semiconductor wafer fab equipment sales are on track to grow by over 20% sequentially in 2020 with the broader foundry segment growing by around 20% and TSMC more than 30%. Yet, silicon wafer area shipments will struggle to increase by more than 2% and revenues are set to remain flat to slightly down. How do we explain the seeming discrepancy between these growth numbers? Here's our thoughts on the matter. 

Silicon Wafers. Why The Tepid Growth Despite Strength in WFE, Foundry & Logic?

The World Semiconductor Trade Statistics (WSTS) for September have been released, and they indicate that 2020 will see modest revenue growth despite the COVID-19 pandemic.  This is a pleasant surprise given that so many people are currently unable to work or to spend money on their favorite activities.

The World Semiconductor Trade Statistics (WSTS) for September have been released, and they indicate that 2020 will see modest revenue growth despite the COVID-19 pandemic.  This is a pleasant surprise given that so many people are currently unable to work or to spend money on their favorite activities.

September Semiconductor Stats In: 2020 Growth Despite Pandemic

Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

Founder/CEO of ROK Advisory

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing)

TSMC has been a significant outperformer versus Samsung Electronics.   How can TSMC continue this performance in the near future?   We take a look at their customer profiles as well what has been priced in and has not for the next few years.

TSMC has been a significant outperformer versus Samsung Electronics.   How can TSMC continue this performance in the near future?   We take a look at their customer profiles as well what has been priced in and has not for the next few years. 

TSMC Vs. Samsung.  Where's the Net Add Upside?

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Advanced Micro Devices / Equity Bottom-Up

As we had speculated previously, it turns out that AMD’s teaser benchmarks for its graphics cards, at the Ryzen 5000 series presentation, were not for its highest end card. The company’s presentation on its newest line-up underscores the enormous improvement in competitiveness that AMD has engineered over the last few years and has implications not just for its direct competitors but also supplier TSMC and Nvidia customer, Nintendo.

As we had speculated previously, it turns out that AMD’s teaser benchmarks for its graphics cards, at the Ryzen 5000 series presentation, were not for its highest end card. The company’s presentation on its newest line-up underscores the enormous improvement in competitiveness that AMD has engineered over the last few years and has implications not just for its direct competitors but also supplier TSMC and Nvidia customer, Nintendo.

AMD – RX6000 Series Should Make Intel and Nvidia Sweat and TSMC and Nintendo Smile a Touch

United States

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

NVIDIA Corp (NVDA US)

October Semiconductor Revenues Continue Upward Trend

October semiconductor sales showed impressive growth. Will this acceleration continue? This post indicates that revenues are most likely to drop...

Jim Handy

Silicon Wafers. Why The Tepid Growth Despite Strength in WFE, Foundry & Logic?

With the WFE and foundry segments set for >20% growth in 2020, why are silicon wafer area shipments growing by only 2.4%? Here's what we think the...

William Keating

September Semiconductor Stats In: 2020 Growth Despite Pandemic

September's semiconductor industry stats indicate 5+% growth for 2020. Can the business sustain this, or will COVID-19 and/or the US-China Trade...

Jim Handy

TSMC Vs. Samsung. Where's the Net Add Upside?

Why TSMC is still a buy as we look into 2022. Does Samsung have the scale to keep Qualcomm in their grasp and if not what is the next catalyst for...

Ken S. Kim

AMD – RX6000 Series Should Make Intel and Nvidia Sweat and TSMC and Nintendo Smile a Touch

AMD's ability to suddenly match or better Intel and Nvidia in CPUs and GPUs bodes well for the company but we also feel that GPU developments are...

Mio Kato

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)