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The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2026. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing MOS Logic, Communications MOS Logic, Consumer MOS Logic, Automotive MOS Logic, Other MOS Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Sensors and Digital Bipolar.
May 2022 revenues increased 10.6% from April, the largest May increase since 2006. Year-over-year, May revenues were up 19.5% over May 2021. Year-to-date, revenues are up 21% compared to 2021. Looking at units, shipments are down by 0.2%, basically flat compared to 2021 year-to-date. The North American PCB book-to bill ratio was flat compared to April at 1.03. Before April, the last time the ratio was that low was in October 2020. However, a ratio above one is still a positive sign for sales six months from now. The ratio has been above 1.0 since November 2020.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2026. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing MOS Logic, Communications MOS Logic, Consumer MOS Logic, Automotive MOS Logic, Other MOS Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Sensors and Digital Bipolar.
The automotive market is undergoing a tremendous amount of rapid change. Automotive manufacturers are exploring the potential of adding various new functions and reconfiguring existing functions to all include some level of intelligence. This covers the range from merely intelligent functions all the way to fully autonomous driving functions that incorporate some level of Artificial Intelligence.
The automotive market is undergoing a tremendous amount of rapid change. Automotive manufacturers are exploring the potential of adding various new functions and reconfiguring existing functions to all include some level of intelligence. This covers the range from merely intelligent functions all the way to fully autonomous driving functions that incorporate some level of Artificial Intelligence.
The ASIC design start landscape has changed due to a number of factors, one of which is the increase in NRE costs for complex ASIC designs. Additionally, companies and silicon designers are still exploring which silicon architectures will be the best fit for applications that include AI. New business models will also be possible using the increased productivity and efficiency brought to business through the introduction of AI capabilities.
The ASIC design start landscape has changed due to a number of factors, one of which is the increase in NRE costs for complex ASIC designs. Additionally, companies and silicon designers are still exploring which silicon architectures will be the best fit for applications that include AI. New business models will also be possible using the increased productivity and efficiency brought to business through the introduction of AI capabilities.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2026. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing MOS Logic, Communications MOS Logic, Consumer MOS Logic, Automotive MOS Logic, Other MOS Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Sensors and Digital Bipolar.
Thanks to industry– and supply-chain-wide shortages, semiconductor market revenues in 2021 reached almost $560 billion, breaking the $500 barrier by a wide margin and only five years after the industry broke $400 billion for the first time. Revenue growth was 25.7%, only the sixth time we’ve seen double-digit percentage growth in the past twenty years.
