TSMC's 2nm process has attracted significant client interest, with the likes of Apple and Intel lining up to secure the initial production batch amid huge demand.
18.01.2024 - 04:33 / wccftech.com / Ramish Zafar
This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy.
While 2023 cannot be marked as a great year for the global semiconductor industry, it did mark a small win for Intel Corporation as it retook the crown from Samsung as the world's biggest chip company. The semi-industry is divided into memory and non-memory companies, and both are equally important for outputting products that power the world's computers and gadgets.
Data from Gartner that was released yesterday shows that during 2023, Intel's revenue stood at $48.7 billion, significantly higher than Samsung's $39.9 billion.
Gartner's report covers revenue from chip designers whose products are typically manufactured through contract manufacturing or their own machines. Unlike the chip industry for processors and GPUs, memory chips are made by several firms apart from Intel, and the report covers revenue from all of them. It excludes TSMC since the Taiwanese firm does not design its own products to sell and compete with its customers.
However, the complexities of maintaining its leading-edge processor chip capabilities and churning out all kinds of chips led Intel to diversify away from the memory business in 2022. This decision, announced just before its current CEO took over, seems to have come just at the right time since the bloodbath in the global memory revenue sector has shifted global rankings.
Samsung is now the second biggest semiconductor company in terms of revenue after facing a 37.5% annual revenue drop last year, according to Gartner. In contrast, the research firm shares that Intel's revenue slipped by half, or 16%, allowing Intel to buffer itself to maintain a strong footing.
After Intel and Samsung, which earned $48.6 billion and $39.9 billion, Qualcomm was the third biggest semiconductor company. Its revenue was $29 billion, approximately $5 billion higher than the figures for 2023's most popular company, NVIDIA Corporation.
However, for NVIDIA, 2023 was a special year as well. It marked the first time the firm ranked among Gartner's five biggest semiconductor companies. NVIDIA's graphics processors are among the most advanced in the world, and since it does not design or make CPUs, it benefits from being able to focus on entire ecosystems built around its GPUs. NVIDIA's previous rank in the list had placed it twelfth.
2023 marked considerable hype around NVIDIA as its orders soared and the gaming division continued to recover. But for
TSMC's 2nm process has attracted significant client interest, with the likes of Apple and Intel lining up to secure the initial production batch amid huge demand.
According to a Wall Street Journal report, US President Joe Biden will soon announce subsidies top semiconductor companies like Samsung, Intel, TSMC (Taiwan Semiconductor Manufacturing Co) and others to make advanced chips in the US. The strategy is to keep the US and its allies as ahead of fierce rivals like China as is possible.
This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy.
Intel is bringing in some major AI performance improvements with its next-gen Panther Lake client CPUs while Clearwater Forest chips are in fabs.
Intel Foundry has announced a "strategic" collaboration with the famous Taiwanese semiconductor firm UMC as they vow to move together in semiconductor development.
Recommended Videos
The president of Blizzard Entertainment, Mike Ybarra, has announced that he’s departing the company today (January 25).
Palworld is the second-biggest Steam game by concurrent players in the platform's history, an out-of-nowhere smash hit that's risen above the likes of Elden Ring, Baldur's Gate 3, and Hogwarts Legacy to settle between Counter-Strike 2 and PUBG. It's an unlikely trifecta, but one that's united by one unlikely morsel: cooked chicken.
The Pokémon Company's former chief legal officer Don McGowan said he is «surprised» Palworld has «got this far».
A is in the works, with a writer who has experience with the franchise already lined-up.
The number of cyber attack cases in India increased by 15 per cent per week on an average in 2023, trailing only Taiwan in the Asia Pacific region, cyber security firm Check Point said on Monday.
The CEO of Palworld developer Pocketpair has stated that the game's artists have received death threats, and has asked that people stop directing messages towards studio staff.