The first quarter of the year revealed a tug-of-war between the top 15 semiconductor manufacturers in the world, with a series of pretty interesting surprises. Who runs the world’s main market? Who goes out and who goes in? Who has had the highest incomes and who leaves rooms on the way? Let’s look at the data to discern the ups and downs.
Intel continues to dominate the market with an iron fist
According to the report of IC Insights, Intel continues to dominate the world’s largest chipmakers with a total of 18,076 million
This is striking because as we reported a few days ago more equipment is shipped than ever before, everything manufactured is sold, there is too much demand and little supply, so the loss from Intel, the only one among the top 15. manufacturers to retreat, is a clear example of how the market is and where it is going.
As second in the rankings we have Samsung, which will narrow the difference with the blue giant as RAM and NAND Flash in general take off in price and might even reach the top spot even momentarily.
Third, we have TSMC, where while Samsung is up 15%, Taiwanese have climbed to 25% quarterly, a really very high number that almost doubled their difference from the fourth ranked.
NVIDIA and AMD Increase Incredibly with Chip Sales
AMD moved from 15th place to 11th place. Its quarterly growth is 93%, which reveals that the market has now turned to the red team thanks to RDNA 2 and Zen 3, really amazing.
NVIDIA lags behind in this regard, but its QoQ profits are lower, but still insane. 51% thanks to graphics, both gaming and mining, where they are doing round business by declaring to have already sold a huge sum which represents a billion dollars. In other words, it’s a golden company that is filling their coffers, although its primary market remains GPUs for gamers.
Overall and by country, the United States continues to dominate the global semiconductor market, followed by Taiwan, South Korea and Europe, where only Infineon y ST They manage to be in this top 15. We will see if the Union’s new policy is capable of reversing the American thrust and positioning more companies in said ranking, because in the end it is technology that dominates the world.