ELECTRONICS NEWS HIGHLIGHTS 09/19/2022

Electronics News Highlights 09/19/2022

1. MEMORY MARKET COLLAPSE, TSMC TO TOP SPOT IN 3Q22 RANKING 

With the memory market currently in a free-fall, IC Insights expects foundry giant TSMC to surpass Samsung and take over the top spot in the semiconductor company sales ranking in 3Q22 (Figure 2).  While Intel is expected to move to the third position in the ranking with 3Q22 sales that are 26% less than TSMC’s. Illustrating the swiftness of TSMC’s rise to the top, TSMC was ranked as the third largest semiconductor supplier in the world in 2021 and had sales that were 31% less than Samsung’s 

Details: MEMORY MARKET COLLAPSE, TSMC TO TOP SPOT IN 3Q22 RANKING 

2. CHIP M&A VALUE IN 2-YEAR SLUMP 

Chip-company mergers or acquisitions (M&A) can be disruptive to the electronics supply chain. Post-merger, chip suppliers often consolidate product lines, discontinue older or less-profitable components and/or consolidate their distribution roster. The latter causes headaches for buyers because in some cases they can no longer purchase component lines from their preferred distributor. 

Details: CHIP M&A VALUE IN 2-YEAR SLUMP 

3. IDMS ARE FIGHTING FOR MORE FOUNDRY ORDERS 

Integrated Device Manufacturer (IDM) such as Texas Instruments, Infineon and NXP are vying for more foundry orders, while IC design companies continue to cut orders from foundries. Some IC design companies have cut orders for wafer foundries or lowered their capacity forecasts. However, IDMs seem to be less affected by the market environment, emphasizing that the demand side of automobiles and industrial controls is still strong. While other IC design companies are lowering wafer prices, IDM is expanding its foundry orders to compete for more mature processes. 

Details: IDMS ARE FIGHTING FOR MORE FOUNDRY ORDERS  

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