According to analysts, the entire past six months TrendForce, was marked by a drop in demand for NAND flash memory, and contract prices fell by 20-25%. In the enterprise SSD segment, the discount reached 28%. In the fourth quarter, NAND memory...
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Intel management keeps saying that over the past year the company has managed to strengthen its position in the consumer segment of the market, and the range of existing and future processors of this brand makes us count on at least consolidating...
The Semiconductor Industry Association (SIA), which brings together 99% of market participants in the US and nearly two-thirds outside the US, took some time this January to take stock of the industry’s performance. Until the beginning of...
This year, the PC market will continue to be pressured by macroeconomic weakness and inflation, so IDC experts have lowered their December forecast for PC and tablet sales for 2023 to 403.1 million units from 429.5 million. Only next year will this...
Discrete desktop graphics shipments for the fourth quarter of 2022 are up 7.8% q/q but down 27.4% year-on-year, according to the research firm Jon Peddie Research. Discrete graphics vendor market shares changed in the fourth quarter: AMD increased...
The excitement surrounding generative artificial intelligence (AI) systems will allow Broadcom to capitalize on it in the near future, according to management. In the current quarter in particular, revenue from the supply of components for network...
Sales of providers of central processors for server applications acc counterpoint researchoverall declined 4.4% last year, but developers of server processors with alternative x86 architectures were able to make $1 billion combined for the first...
HP Inc., one of the top three personal computer vendors, has already reached the end of the first quarter of fiscal 2023 on its calendar, and related reports point to ongoing demand problems and overstocking in the PC segment. HP Inc. revenue in the...
For several decades, there were only two main developers of graphics cards – AMD (formerly ATI) and NVIDIA. Intel decided to try its luck and become the third force in this highly competitive market in 2022 with the release of Arc series...
NVIDIA ended the fiscal quarter with gaming revenue down 46% year over year to $1.83 billion, blaming both the high base effect from the pandemic and accumulated product surpluses for this momentum. Gaming revenue consequently grew by 16%, thanks to...
NVIDIA released this week financial report not just for the fourth quarter, which ended on January 29 this year, but for the full fiscal year 2023, which also passed on the graphics solutions provider’s calendar. Fourth-quarter revenue and net...
AMD’s success in the server CPU market is hard to dispute. The company stopped naming targets for expansion rates after the launch of the first generation EPYC processors, but experts DigiTimes Research Expect that by the end of the current...
While manufacturers of PCs and components for PCs console themselves with the hope that the market size will not fall below 2019 levels this year, external analysts allow themselves more pessimistic statements. Representatives from Morgan Stanley...
Smartphone shipments fell more than 11% last year to $1.21 billion, the IDC forecast, the lowest level since 2013. UBS officials expect smartphone shipments this year to be this year Year-on-year growth of 2.5%, but if models running Android show 3...
Contract chipmaker GlobalFoundries became a public company not long ago, so study it quarterly reporting not as usual compared to competitors. Nonetheless, this allows us to assess some of the processes taking place in the industry. Even with a 7%...
Mercury Research usually stocks a wide selection of all x86-compatible CPUs, but recently they’ve also taken into account the sales dynamics of ARM-based processors, which are gaining popularity in the PC segment through efforts by Apple and...
Chinese competitors are pushing other manufacturers of traction batteries for electric vehicles: last year they increased their market share from 48.2 to 60.4 percent, and six companies from China registered in the top ten in the industry. At the...
Japanese company Nintendo released an earnings report, disappointing analysts with $4.8 billion in revenue and $1.4 billion in operating profit, which was forced to decline compared to initial forecasts. But in the last quarter, the Switch overtook...
The release of quarterly reports from Apple and Samsung allowed Counterpoint Research analysts to summarize the results of the last year in terms of smartphone market dynamics. Overall, it fell to 1.2 billion copies, its lowest level since 2013, but...
As it was announced this week, Sony sold 7.1 million PlayStation 5 gaming consoles last quarter, which is quite a successful result for a device launched two years ago. The company was so excited by the quarter’s results that it raised its...
