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… Read more“Robust Market in 2024”
CapEx Down in 2024, Up Strongly in 2025
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… Read more“CapEx Down in 2024, Up Strongly in 2025”
Auto SC Slowing
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 was second at… Read more“Auto SC Slowing”
2024 Starts Slow, But Primed for Growth
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… Read more“2024 Starts Slow, But Primed for Growth”