➀ The NAND ASP increased by 15% in Q2, leading to total revenue of $16.796 billion, a 14.2% increase q-o-q. ➁ All NAND Flash suppliers returned to profitability and are expanding capacity. ➂ Samsung's NAND ASP rose by 20%, while Hynix, Kioxia, Micron, and WDC also saw significant increases in ASP and revenue.
Recent #Revenue news in the semiconductor industry
➀ TSMC's August revenue reached $7.8 billion, a 33% increase year-on-year and a 2.4% decrease month-on-month; ➁ The revenue for January-August 2024 was $55 billion; ➂ The demand for leading-edge processes, especially iPhone chips before the iPhone 16 launch, boosted the revenue, with Apple accounting for a quarter of TSMC's total revenue; ➃ TSMC expects Q3 revenue between $22.4 billion and $23.2 billion.
➀ IQE's H1 revenue increased by 27% year-on-year to £66 million, with an EBITDA of £6.6 million. ➁ Wireless revenue rose by 73% to £38.8 million, while photonics revenue decreased by 4% to £26.8 million. ➂ The company reported an operating loss of £(12.1)m and adjusted cash inflow from operations of £1.8 million.
➀ Global semiconductor market reached $149.9 billion in Q2, up 6.5% sequentially and 18.3% year-over-year. ➁ Among the top 15 companies, only MediaTek and STMicroelectronics saw revenue declines. ➂ Memory companies showed the strongest growth, with SK Hynix and Kioxia up over 30%, Samsung up 23%, and Micron up 17%. ➃ The weighted average growth rate for the top 15 companies was 8%, with memory companies growing 22% and non-memory companies growing 3%. ➄ Semiconductor companies expect positive revenue in Q3 2024, with AMD and Micron projecting significant growth.
➀ The article lists the top seven semiconductor companies based on market share and revenue for Q1, as reported by Counterpoint Research. ➁ It provides a brief overview of the companies' positions in the market. ➂ The article also includes links to related topics such as automotive IC vendors, distributors, SiC suppliers, and foundries.
➀ TSMC achieved its highest-ever monthly revenue in July, reaching $7.9 billion, a 23.6% increase from the previous month and a 45% increase year-over-year. ➁ High-performance computing (HPC) contributed 52% of the total revenue. ➂ For the period of January to July 2024, TSMC's revenue totaled $47 billion, marking a 30.5% increase compared to the same period in 2023.
1. Arm's Q2 revenue increased by 39% to $939 million. 2. The company expects full fiscal year revenue to reach $3.95 billion. 3. Licensing revenues grew by 72% and royalty revenue by 17% year-over-year.
1. TSMC's June revenue reached $6.4 billion, a decrease of 9.5% from May but an increase of 32.9% year-over-year. 2. Revenue for the first half of the year totaled $39 billion, up 28% compared to the same period in 2023. 3. The semiconductor giant continues to show strong growth despite monthly fluctuations.
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