[Industry] Semiconductor-4: Appendix

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[https://www.semiconductors.org/global-semiconductor-sales-increase-17-1-year-to-year-in-february/]


What Is CUDA | NVIDIA Official Blog : NVIDIA CUDA, The Standard over decades(Even before DeepLearning.. I used CUDA recently for image recognition projects.)

Open-source, Vendor Neutral alternatives => Still lag behind in CUDA 


Assessing the Semiconductor Cycle by Looking at the Latest Earnings Reports of TSMC, Micron, and Lam Research | Blog | MacroMicro


=> Cyclic Industry… Equipment => Lagging Indicator?


TSMC Q1 profit surges 60%, beats forecasts | Reuters


=>TSMC still holds its hegemony. 65% of market shares. Top performance after 7nm, even if much more expensive than Samsung. Only Foundry. 


Report of TSMC chips that went to Huawei 'huge concern,' US Commerce nominee says | Reuters


=> A huge concern on TSMC regarding sending chips to Huawei..? 

=> What about Intel / SMIC/ Samsung..?

SMIC to emerge due to the US sanctions over Chinese chip makers.

 Exclusive: Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives, sources say | Reuters

China's SMIC is manufacturing some main components of the GPUs using its N+2 7nm process technology 

although its chip yield rates are low, a source has previously said.

China's purchases of chipmaking equipment to decline in 2025, consultancy says | Reuters


Oversupply risks for Chinese chips remain => Purchases of chipmaking equipment to decline? / Low yield rates

 =>  Threatening SMIC’s budgets..?


China's Huawei develops new AI chip, seeking to match Nvidia, WSJ reports | Reuters


2025 semiconductor industry outlook | Deloitte Insights

Further, driving innovation in the industry is not cheap. In 2015, the overall chip industry average for spending on research 

and development was 45% of its earnings before interest and taxes (EBIT), but by 2024, it was an estimated 52% of the same.


2025 Outlook Semiconductor MPE


 

 

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