Axel Clouet, Technology and Market Analyst for Imaging at the Yole Group, presents the “Recent Trends in Industrial Machine Vision: Challenging Times” tutorial at the May 2024 Embedded Vision Summit. For decades, cameras have been increasingly used in industrial applications as key components for automation. After two years of rapid… “Recent Trends in Industrial Machine […]
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Following a tough period, the memory industry is anticipated to achieve record revenues in 2025, driven by the demand for HPC and generative AI applications. OUTLINE The semiconductor memory market is expected
The Memory Industry: China Holds Firmly Onto Its Capabilities in Advanced AI Technology Read More +
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. In Q1 2024, the DRAM industry achieved an average operating margin of 18%, driven by profitability from Samsung, SK Hynix, and Micron. 2023 OUTLOOK 2023 annual DRAM revenue finished at US$52 billion,
From Recovery to Growth: DRAM’s Path Amid Generative AI Advancements Read More +
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. In 2024, suppliers are limiting supply to boost prices and improve margins. After five quarters of losses, Q1 2024 marks a return to profitability for the industry. Q1 2024 OUTLOOK Q1 2024
Is the NAND Flash Memory Industry Back to Profit? Read More +
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 advanced packaging market growth is primarily driven by high-performance computing (HPC) and generative AI megatrends. The advanced packaging revenue is projected to grow at a CAGR of 12.9%, increasing from US$39.2
Advanced Packaging Revenue Dropped 9% in Q1 2024, but Recovery is Expected in 2024 Read More +
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. OUTLINE The processor market revenue is projected to hit ~US$244 billion in 2024. In the first quarter, the semiconductor market slowed with half of the top processor companies seeing declines, yet most
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. New plants, emerging outsourced semiconductor assembly and test (OSAT), and new consortia are changing the dynamics of the supply chain. OUTLINE The advanced packaging (AP) market is expected to have a CAGR23-29
The Advanced Packaging Industry: Geopolitics is Moving the Pieces On the Chessboard Read More +
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Deep dive in supply chain and its bottleneck and resilience. Which company takes benefits of generative AI and who is missing? Datacenter GPU and AI ASIC revenue could reach $156B by 2025,
Generative AI 2024 – Impact on Processors, Memory, Advanced Packaging and Substrates Read More +
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Power and processor-hungry AI set to drive next stage of chip development – Generative artificial intelligence (AI) is redefining the value of work, and its exponential need for performance is driving demand
Semiconductor Technologies are Evolving to Meet Generative AI Demand Read More +
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. While the semiconductor foundry industry is facing many challenges, it is on track to have a 5.4% CAGR until 2029. OUTLINE Semiconductor device industry is growing at a 5.4% CAGR , mainly
The Semiconductor Foundry Industry: Negotiating Troubled Waters Read More +
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