Market Analysis

Nvidia Market Cap Exceeds US$1 Trillion, an Early Winner in the AI Boom

While the current AI boom is only just getting started, an early winner is Nvidia, who – on Tuesday, May 30th – saw the company’s market capitalization exceed US$1 trillion for the first time. For a chip designer with no fabrication capabilities of its own, this is a significant moment. Hovering at around US$970 billion […]

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Lidar: The Key to Unlocking the Future of Autonomous Vehicles

As autonomous vehicles (AV) become increasingly attractive, one technology that is playing a crucial role in their development is lidar. Lidar, short for Light Detection and Ranging, is a remote sensing method that uses lasers to measure distances and create detailed 3D maps of the environment. The automotive lidar market is expected to grow to

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Leveraging Optical Chip-to-chip Connectivity to Unleash the Complete Potential of AI

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Co-packaged optics (CPO) has gained attention recently due to its power efficiency in datacenters. While most leading proponents of CPO targeting networking applications have discontinued CPO programs due to macroeconomic headwinds, the

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Using Sensors for Smart Factories and Efficient Manufacturing

With the high inflation, increasing labor costs, labor shortage, energy crisis, and hybrid working, the manufacturing industry experienced significant turmoil in 2022. Although some of these have started to get eased, 2023 is still expected to be a challenging year for the manufacturing industry. Forbes recently published an article, “The 5 Biggest Business Trends In

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Worldwide 3rd Party IP Market Expected to Surpass $12B by 2027

For more information, visit https://semico.com/content/licensing-royalty-and-service-revenues-analysis-3rd-party-ip. By all measures, the IP market today is not a mature market, nor is it nearing maturity. This is evident simply by looking at its dynamic nature and the level of innovation IP users demand and the IP vendors deliver. In a mature market, this would not be possible since

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Accelerating Automotive Transformation: The Power of Semiconductor Sensors

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. At the core of electrification and ADAS lies the semiconductor technologies. OUTLINE The automotive semiconductor sensor market is expected to reach US$14 billion in 2028, with a 10% CAGR 22-28. Electrification and

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Semiconductor Memory: China’s Ambition Shows No Signs of Slowing Down

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The semiconductor memory industry has long been a strategic priority for China’s economic development. Chinese companies purchase more than 30% of the NAND and DRAM products manufactured by global IDMs, while China’s

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A Full Physical and Cost Analysis of Qualcomm’s Flagship Smartphone Processor, Including a Comparison with Its Predecessor, Reveals Qualcomm’s Newest Design

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Smartphone Application Procession Unit (APU) vendors earned $8.3B revenue in Q4-2022. Products like the Snapdragon 8 Generation 2 help Qualcomm maintain their leadership position in this APU market. This full reverse costing

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Chiplets: Why Now?

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The idea of a multi-chip product has been around for some time, for the purposes of achieving a higher functioning system made up of smaller components. We have the mainframe CPU IBM

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The Importance of Tesla’s Full Transition to In-house Controller Design

Microcontrollers (also known as controllers, MCUs and other name variations) are the backbone on which modern vehicles are built. Regardless of whether a car is powered by petrol, diesel, electric, hydrogen, PDG, or anything else, its functionalities will be heavily dependent on controllers. It has also been seen how the automotive industry can be bought

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