Boris Metodiev

Telecom Industry Researcher and Consultant, TechInsights

[Boris Metodiev @BorisMetod]

Last week, India hosted #SEMICONIndia 2024 in Noida/Delhi. I had the privilege to participate in the Supply Chain Management panel at the event.

Check out the complimentary report on the event key takeaways from @TechInsightsMFG
https://t.co/EJ7gAk4LmR

[Boris Metodiev @BorisMetod]

I'm excited to speak at #SEMICONIndia! Get insights into the latest trends and innovations in semiconductor supply chain management, equipment, market drivers and other critical industry issues.
Please get in touch, if you'd like to meet up at the event. See you there.

[Boris Metodiev @BorisMetod]

Nvidia Q2 2024 Report Summary
🔹#Revenue: $30B, 15% QoQ, 122% YoY.
🔹#Blackwell GPU production starts Q4.
🔹#NVIDIA #software hits $2B run rate.
🔹#Growth driven by #demand, #supply, #mix!
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#Semiconductor sales surged.
🔹Sales up 30% year-over-year.
🔹#Logic IC's 13-week MA up YoY.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#Compute market booming, driven by #chiplet growth.
🔹#Highperformance compute #chips lead to higher costs.
🔹Projected total #package units: 431M by 2030, #CAGR 26.1%.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹2024 #semi capex #recovery lags.
🔹#Memory suppliers prioritize #HBM for #GenAI demand.
🔹Despite #low demand, #China boosts capex.
🔹Expecting #capex surge in 2025.

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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#Semiconductor equip orders slightly #increased.
🔹#AI and #China boost #equipment market.
🔹#China raised #BigFund to $48B.
🔹#Sanctions complicate #China #challenges.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹The #Assembly & #Packaging market #declined in 2023.
🔹Despite downturn, #DISCO and #APIC Yamada #grew in #2023.
🔹#Automotive #semiconductors declined less.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#AI frenzy focuses on #memory, #compute, #packaging.
🔹Q124: #OEM IC inventories rose, demand lagging.
🔹AI drives Nvidia's #datacenter #revenue, but costs limit #shipments.
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[Boris Metodiev @BorisMetod]

Nvidia Q1 2024 Summary
🔹#Revenue hit $26B, up 18% QoQ.
🔹Delivered #H200 system to #SamAltman and OpenAI.
🔹H200 #sampling began; #production on #track.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹Biden's #tariffs reshape #global markets.
🔹Tariffs #rose on #Chinese #chips.
🔹U.S. #chip firms set to #gain.
🔹#Consumers may #pay more soon.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#Semiconductor sales up last week.
🔹YoY, sales #surged
🔹#TechInsights predicts #LogicIC sales will hit $322B by 2024.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#Memory and #Mobile growth.
🔹#Consumer, Discrete, #Analog, Others weakness
🔹#DAO struggles: demand dips, #stocks rise
🔹Q1 #inventory #rose slightly, alarming ratio
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#Critical #Subsystems revenue fell YoY.
🔹#Litho support #soared, others slumped.
🔹Inventory may #dip, then rise.
🔹#ZEISS, top #lens supplier, leads.
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[TechInsights @techinsightsinc]

🚀 Dive into the latest from the TECHCET CMC Conference! Explore the intense rivalry between SiC and silicon, the rise of photonics as a solution to copper's limits, and how the industry is tackling geopolitical tensions and trade restrictions. 🌐✨

Stay informed and resilient with insights from our experts. Read our blog for ongoing updates! https://t.co/p0fFsZLuo2

#SemiconductorFuture #innovation #collaboration

[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹Semi Equip orders surged.
🔹The #memory sector surged, fueled by #AI.
🔹The #USchip market's heating up.
🔹#Intel restructures, preps for foundry push.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#Probecards set for Q1 2024 surge, #reversing 2023 #slump.
🔹#Semiconductor #sales rebounding in 2024.
🔹#GenerativeAI boosts #memory and #DRAM demand.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹The #WFE market hit $98.5B.
🔹Top 15 #suppliers saw slight growth.
🔹The top five dominate #market.
🔹Top suppliers: #ASML, AppliedMaterials, #LamResearch, #TokyoElectron, #KLA.
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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#Equipment orders soared last week.
🔹#AI initiatives drive #Memory, #advancedpackaging.
🔹Taiwanese firms' February #sales promising.
🔹#UMC reported #revenue increase, marking #milestone.

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[Boris Metodiev @BorisMetod]

Semiconductor Insights
🔹#Semiconductor #sales fell, then soared.
🔹#AutoIC segment saw #YoY rise.
🔹TechInsights #predicts $44B #Auto IC sales by 2024.
🔹Electronics #retailprices fell recently.
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