➀ TrendForce's latest report indicates a record high for the global top 10 foundry revenue in 3Q24; ➁ Despite the overall economic situation not improving significantly, new smartphone and PC/notebook launches, along with strong demand for AI server-related HPC, contributed to the revenue growth; ➂ The report highlights the impact of advanced processes and Chinese policies on the global market.
Recent #Revenue news in the semiconductor industry
➀ In just 11 months, Hanwuji's stock price surged over 250%, with a market value increase of 140 billion yuan.
➁ Despite significant revenue growth in Q3 2024, Hanwuji still reported a net loss of 7.24 billion yuan for the first three quarters.
➂ Hanwuji's major revenue comes from a single large customer, which has changed frequently over the years.
➃ ETFs have played a significant role in driving Hanwuji's stock price and market value to new heights.
➀ The revenue of high-end router equipment declined for the fifth consecutive quarter; ➁ Nokia was the only manufacturer to see an increase in router revenues year-over-year, gaining five percentage points of market share; ➂ The highest decline in revenue was observed in core routers, but core router revenue was stable on a quarterly basis.
➀ Nvidia predicts higher revenue for the fourth quarter, but falls short of some investor expectations.
➁ The company's new Blackwell AI chip is well-received by customers, but will initially impact gross margins.
➂ Despite the growth in demand for Nvidia's chips, which are crucial for complex AI systems, the growth rate has slowed significantly compared to previous quarters.
➀ ITSA members reported a 4% year-on-year revenue decrease and a 10% year-on-year order decrease in Q3 2024; ➁ Distribution saw a significant drop of 16%; ➂ Mil/Aero, Broadcast, Medical, and Communication sectors showed positive growth.
➀ The global GPU market is expected to exceed $100 billion in 2024; ➁ AI GPUs are leading the market with increasing demand; ➂ Revenue from AI and HPC GPUs is significant despite low volume.
➀ Infineon reported revenue of €3.919 billion and a profit of €832 million in the calendar Q3/fiscal Q4 with a 21% margin. The company expects revenue of around €3.2 billion for calendar Q4/fiscal Q1. ➁ CEO Jochen Hanebeck commented on the well-managed 2024 fiscal year and the lack of growth momentum except for AI. ➂ Infineon is preparing for a subdued business trajectory in 2025 due to inventory correction and unclear demand trends.
➀ SMIC reports record-breaking revenue of US$2.17 billion for Q3 2024; ➁ The revenue represents a 14% sequential increase and a 34% year-over-year surge; ➂ The company has exceeded the US$2 billion mark for the first time.
➀ Ansenic Semiconductor's revenue for the third quarter increased by 2% year-over-year to $1.76 billion, meeting expectations;
➁ Non-GAAP EPS was $0.99, up $0.02 from the previous year;
➂ Adjusted operating profit was $496.5 million, exceeding analyst expectations of $483.4 million.
➀ NVIDIA's total revenue in 2023 was $60.922 billion, with a gross margin of 72.7% and a 98% market share in the data center GPU market. As of October 6, 2024, NVIDIA's market value reached $3.064 trillion, ranking third globally.
➁ NVIDIA's success is driven by three dimensions: product depth, product breadth, and sales channels. The company continuously expands its product range, integrates new technologies, and optimizes its product offerings.
➂ NVIDIA has transformed from a PC graphics chip company to a provider of complete solutions for key vertical fields, focusing on the 'GPU+DPU+CPU' strategy and data center products.
➀ TSMC reported revenue of NT$759.69 billion and net profit of NT$325.26 billion for the third quarter, both reaching all-time highs.
➁ Gross Margin was 57.8% and Operating Margin was 47.5%, exceeding guidance.
➂ Advanced technologies, including 7nm and finer, accounted for 69% of total wafer revenue, with 3nm technology contributing 20%.
➀ Phison's September revenue fell to NT$4.431 billion, setting a new 13-month low; ➁ The third quarter revenue was NT$13.943 billion, relatively low in the past four quarters; ➂ The year-on-year growth rate of NAND storage bit shipments in the first nine months of 2024 reached 30%, a historical high; ➃ Weak demand for low-end SSDs in the retail market aligns with Phison's strategy of shifting to mid-to-high-end SSD markets; ➄ Phison is actively expanding into the non-retail customized mid-to-high-end SSD market to mitigate market fluctuations; ➅ Phison's enterprise SSD brand PASCARI is shipping steadily, and the aiDAPTIV+ solution for edge micro-tuning in generative AI is expanding successful case applications in various AI scenarios.
➀ Daliangguang's revenue in September reached NT$6.524 billion, a year-on-year increase of 17.08%. The total revenue for the third quarter reached NT$18.949 billion, a year-on-year increase of 39%. However, the revenue decreased by 7.04% month-on-month in September, showing a high start and low end trend. ➁ This decline may be related to Apple's performance, as British Barclays analysts revealed that Apple may have cut orders for iPhone 16 due to lower-than-expected demand. ➂ Daliangguang, founded in 1987, is a supplier of optical lenses for many major smartphone brands, including Apple, with whom it has a legendary history in the optical industry.
➀ The SIA reported that August semiconductor revenues reached $53.1 billion, a 20.6% increase year-over-year; ➁ The growth was driven by a 43.9% year-to-year sales increase into the Americas; ➂ Month-to-month sales increased across all regions for the first time since October 2023.
➀ Graphcore, the UK-based chipmaker, reported $4m in revenue for 2023, following its $600m+ acquisition by SoftBank; ➁ The company's losses before tax decreased to £131m in 2023 from $197m the previous year; ➂ Graphcore faced challenges in 2023, including the closure of operations in China and scaling back operations in the US due to export control rules.
➀ The Elder Scrolls Online has been a highly successful venture for Zenimax Online, earning around $2 billion in lifetime sales. ➁ Since launch, the game has generated an average of $15 million per month in revenue. ➂ The game's success has influenced Zenimax's focus on multiplayer games, including titles like Fallout 76 and Wolfenstein: Youngblood.
➀ Q2 semiconductor revenue reached a record high of $162.1 billion; ➁ Omdia attributes the growth to Nvidia and AI demand; ➂ Over 50% of tracked companies saw lower semiconductor revenue year-over-year.
➀ Samsung, SK hynix, and TSMC are set to overtake Intel in revenue in Q3 due to strong performance in data centers and AI. ➁ Intel's revenue projection is between $12.5 billion and $13.5 billion, lower than the expected earnings of TSMC and Nvidia. ➂ Nvidia's sales projection is around $32.5 billion, making it the likely leader in semiconductor sales.
➀ Google generated $238 billion in revenue from its advertising segment in 2023, representing 77% of Alphabet’s overall revenue. ➁ The US anti-trust lawsuit against Google began on September 9, 2024. ➂ Despite significant market share, competitors like Yandex and Baidu generate only a fraction of Google’s advertising revenue.
➀ Taiwan’s foundries and OSATs reported August revenue; ➁ TSMC showed strong YoY growth at 33% with US$7.8 billion in revenue; ➂ TSMC's dominance in advanced technology for AI and smartphone applications contributed to the growth.