The U.S. semiconductor industry maintained global leadership, with 47% revenue share, and “kept steady” its high R&D investment at $44 billion spent through 2020, reported the Semiconductor Industry Association Monday. But the industry “and its position as a global innovation leader face myriad challenges,” it said. “The industry continues to grapple with a widespread global semiconductor shortage brought on by unpredictable and increased demand resulting from the COVID-19 pandemic,” said SIA. It suffers from “decreasing share of global front-end fab capacity fueled by incentives and subsidies provided by foreign governments that far outstrip similar incentives in the U.S.,” it said. “America’s economy, national security, tech leadership, and response to COVID-19 are built on semiconductors,” said SIA CEO John Neuffer. “To remain competitive on the global economic stage” and promote more R&D and production “on U.S. shores,” Congress and the White House should “act swiftly” to fund the semiconductor provisions in the Chips Act, he said. The Senate has passed legislation that provides $52 billion in funding, and the House needs to “follow suit,” said SIA.
Applied Materials posted record quarterly revenue of $6.2 billion, up 41% year over year, despite having to navigate “a challenging supply environment,” said CEO Gary Dickerson on an earnings call Thursday for fiscal Q3 ended Aug. 1. The COVID-19 “pandemic has accelerated the digital transformation of the economy and the adoption of advanced technology, creating a permanent structural shift for the industry,” but it also “disrupted global supply chains and logistics,” he said.
FCC-proposed two-tier regulatory fees for non-geostationary orbit (NGSO) systems (see 2012100078) are dividing the satellite industry, stirring controversy and leaving stakeholders uncertain if the agency might change course, many involved in the proceeding told us. They agreed it's not clear what the FCC might do next. Industry is lobbying bureau personnel and agency staffers.
The semiconductor industry urged the House to pass a bill it said will help boost U.S. chip research and innovation. The National Institute of Standards and Technology for the Future Act, passed by the House Science, Space and Technology Committee last month, would “maintain and build on U.S. science and technology leadership” by providing more funding for research at NIST, the Semiconductor Industry Association said Aug. 3 “The U.S. semiconductor industry relies on foundational research at NIST and other federal research agencies to help create the technologies of the future,” SIA President John Neuffer said in a statement. “We call on all House members to approve this important legislation.” SIA also continued to urge Congress to fund the CHIPS for America Act (see 2107220006).
Revenue from June semiconductor sales jumped 29.2% globally to $44.5 billion and increased 2.1% sequentially from May, reported the Semiconductor Industry Association Monday. Q2 revenue of $133.6 billion was up 29.2% over 2020's second quarter and was 8.3% higher than in Q1, it said. “Demand for semiconductors is projected to continue to rise substantially in the long term, as the world continues using chips to become smarter, greener, more productive, and better connected,” said SIA CEO John Neuffer. Year-over-year June revenue increased 43.2% in Europe, 34% in Asia Pacific, 28.3% in China, 22.9% in the Americas and 21.2% in Japan, said SIA.
Revenue from June semiconductor sales jumped 29.2% globally to $44.5 billion and increased 2.1% sequentially from May, reported the Semiconductor Industry Association Monday. Q2 revenue of $133.6 billion was up 29.2% over 2020's second quarter and was 8.3% higher than in Q1, it said. “Demand for semiconductors is projected to continue to rise substantially in the long term, as the world continues using chips to become smarter, greener, more productive, and better connected,” said SIA CEO John Neuffer. Year-over-year June revenue increased 43.2% in Europe, 34% in Asia Pacific, 28.3% in China, 22.9% in the Americas and 21.2% in Japan, said SIA.
Medium earth orbit space relay network startup SpaceLink joined the Satellite Industry Association, SIA said Tuesday.
Global chip industry sales were $43.6 billion in May, up 26.2% year on year and 4.1% up from April, reported the Semiconductor Industry Association Tuesday. Demand remained high across major regional markets, said SIA President John Neuffer. “The industry shipped more units on a three-month moving basis in May than during any previous month in the market’s history.” Neuffer said production has ramped up significantly to address rising demand.
Global chip industry sales were $43.6 billion in May, up 26.2% year on year and 4.1% up from April, reported the Semiconductor Industry Association Tuesday. Demand remained high across major regional markets, said SIA President John Neuffer. “The industry shipped more units on a three-month moving basis in May than during any previous month in the market’s history.” Neuffer said production has ramped up significantly to address rising demand.
Global chip industry sales were $43.6 billion in May, up 26.2% year on year and 4.1% up from April, reported the Semiconductor Industry Association Tuesday. Demand remained high across major regional markets, said SIA President John Neuffer. “The industry shipped more units on a three-month moving basis in May than during any previous month in the market’s history.” Neuffer said production has ramped up significantly to address rising demand.