Baptista Research’s Post

According to the latest figures of the Semiconductor Industry Association (SIA), global semiconductor sales hit $53.1 billion during August 2024, an increase of 20.6% compared to August 2023 and 3.5% more than in July 2024. This marks the fifth consecutive month that the global semiconductor market shows growth and the highest growth percentage since April 2022. Read more here: https://bit.ly/3TYlVJS #semiconductor #memory #DRAM #NAND #flashmemory #marketinsights

Explore our 19th annual global semiconductor industry outlook for 2024, published in partnership with the Global Semiconductor Alliance. Key findings include the following: • Eighty-three percent project their company’s revenue will grow over the coming year, with 4 in 10 expecting growth of more than 10 percent. • For the second consecutive year, automotive is seen as the most important application driving semiconductor revenue in the next year. • Artificial intelligence jumped up to the second most important revenue driver, displacing wireless communications. • Implementing GenAI ranked as a “top 3” strategic priority for semiconductor companies. • Forty-two percent believe there is already an inventory surplus or will be by the end of 2024. • Talent risk extended its lead as the biggest issue facing the semiconductor industry. Talent development and retention also remained atop the strategic priorities. We hope you find this report insightful as you continue to evolve your business strategy in today’s dynamic environment. For more information, please contact our NL semiconductor contacts: @Peter Paul Brouwers or @Frederik Croiset van Uchelen.

Explore our 19th annual global semiconductor industry outlook for 2024, published in partnership with the Global Semiconductor Alliance. Key findings include the following: • Eighty-three percent project their company’s revenue will grow over the coming year, with 4 in 10 expecting growth of more than 10 percent. • For the second consecutive year, automotive is seen as the most important application driving semiconductor revenue in the next year. • Artificial intelligence jumped up to the second most important revenue driver, displacing wireless communications. • Implementing GenAI ranked as a “top 3” strategic priority for semiconductor companies. • Forty-two percent believe there is already an inventory surplus or will be by the end of 2024. • Talent risk extended its lead as the biggest issue facing the semiconductor industry. Talent development and retention also remained atop the strategic priorities. We hope you find this report insightful as you continue to evolve your business strategy in today’s dynamic environment. For more information, please contact our NL semiconductor contacts: @Peter Paul Brouwers or @Frederik Croiset van Uchelen.

As we navigate through the remainder of 2024, staying ahead in the semiconductor equipment manufacturing sector is more critical than ever. Dive into our latest blog to explore key insights that are shaping the future of semiconductor manufacturing 👉 https://lnkd.in/etPbtAAY #SemiconductorManufacturing #TechTrends2024 #InnoventTech #MassachusettsInnovation #AdvancedManufacturing #IndustryInsights

Explore our 19th annual global semiconductor industry outlook for 2024, published in partnership with the Global Semiconductor Alliance. Key findings include the following: • Eighty-three percent project their company’s revenue will grow over the coming year, with 4 in 10 expecting growth of more than 10 percent. • For the second consecutive year, automotive is seen as the most important application driving semiconductor revenue in the next year. • Artificial intelligence jumped up to the second most important revenue driver, displacing wireless communications. • Implementing GenAI ranked as a “top 3” strategic priority for semiconductor companies. • Forty-two percent believe there is already an inventory surplus or will be by the end of 2024. • Talent risk extended its lead as the biggest issue facing the semiconductor industry. Talent development and retention also remained atop the strategic priorities. We hope you find this report insightful as you continue to evolve your business strategy in today’s dynamic environment. For more information, please contact our NL semiconductor contacts: @Peter Paul Brouwers or @Frederik Croiset van Uchelen.

Explore our 19th annual global semiconductor industry outlook for 2024, published in partnership with the Global Semiconductor Alliance. Key findings include the following: • Eighty-three percent project their company’s revenue will grow over the coming year, with 4 in 10 expecting growth of more than 10 percent. • For the second consecutive year, automotive is seen as the most important application driving semiconductor revenue in the next year. • Artificial intelligence jumped up to the second most important revenue driver, displacing wireless communications. • Implementing GenAI ranked as a “top 3” strategic priority for semiconductor companies. • Forty-two percent believe there is already an inventory surplus or will be by the end of 2024. • Talent risk extended its lead as the biggest issue facing the semiconductor industry. Talent development and retention also remained atop the strategic priorities. We hope you find this report insightful as you continue to evolve your business strategy in today’s dynamic environment. For more information, please contact our NL semiconductor contacts: @Peter Paul Brouwers or @Frederik Croiset van Uchelen.

Explore our 19th annual global semiconductor industry outlook for 2024, published in partnership with the Global Semiconductor Alliance. Key findings include the following: • Eighty-three percent project their company’s revenue will grow over the coming year, with 4 in 10 expecting growth of more than 10 percent. • For the second consecutive year, automotive is seen as the most important application driving semiconductor revenue in the next year. • Artificial intelligence jumped up to the second most important revenue driver, displacing wireless communications. • Implementing GenAI ranked as a “top 3” strategic priority for semiconductor companies. • Forty-two percent believe there is already an inventory surplus or will be by the end of 2024. • Talent risk extended its lead as the biggest issue facing the semiconductor industry. Talent development and retention also remained atop the strategic priorities. We hope you find this report insightful as you continue to evolve your business strategy in today’s dynamic environment. For more information, please contact our NL semiconductor contacts: @Peter Paul Brouwers or @Frederik Croiset van Uchelen.

Download: 'Emerging Resilience in the Semiconductor Supply Chain', a May 2024 report from BCG and the Semiconductor Industry Association (pdf link) https://lnkd.in/gBecg7mM #semiconductors #criticaltechnologies #technologynews #deeptech #supplychain #tsmc

Soitec, a leader in the design and manufacture of innovative semiconductor materials, announced today its commitment to deliver 300mm RF-SOI substrates to GlobalFoundries (GF) for the production of GF’s leading RF-SOI technology platforms, including the company’s most advanced RF solution, 9SW. #soitec #rfsoi #globalfoundries #gf #rfsolution #9sw #semieda #semiconductor #semiconductors #semiconductorindustry #semiconductormanufacturing #semiwiki https://lnkd.in/gKje6sXe

Nice summary for reference