paolo zocchi

Italian 🇮🇹 in Singapore 🇸🇬 since 2002. Semiconductor - Market Analyst for Personal Electronics

[Counterpoint Research @CounterPointTR]

Just Published: Singapore Named World's Top AI City in Counterpoint Research's 2025 AI City Index

Key Takeaways:
📌Singapore ranked first globally in Counterpoint Research’s 2025 Global AI Cities Index, with Seoul, Beijing, Dubai and San Francisco rounding out the top five cities.
📌@Microsoft and @Google were the biggest vendors driving AI-city activity, focusing on datacenter development, #AI training programs and continued global expansion. @Huawei was notable in driving AI initiatives in the telco space with 5G-A technology.
📌Geopolitical themes crept into regional dynamics with North America still leading and China quickly catching up. Regulatory hurdles have impeded AI development in Europe.
📌Critical verticals saw @nvidia's supercomputer plant lift Dallas to the top spot in supercomputing, ahead of Beijing.
📌Conversely, Shenzhen ranked #1 in robotics – ahead of Boston – as strong government initiatives helped spur sector innovation.
📌Bengaluru, Riyadh, Hangzhou, and São Paulo are among the fastest growing AI cities in the world.

More insights in a detailed post here:
https://t.co/TlUs8wTYgm

#TechNews #SmartCities

[paolo zocchi @depaulz]

“The growing demand of #HBM, priced four to five times higher than traditional memory, squeezed the capacity of DRAM in the device market and pushed up its price, significantly #boosting the overall #memory market revenue.” #semiconductor

[IDC Asia/Pacific @IDCAP]

IDC: The semiconductor industry sees major gains as #AI demand soars.

The top 10 vendors were Samsung, Intel, SK Hynix, Micron, Infineon, Texas Instruments, STMicroelectronics, NXP, Sony, and Murata.

🔎 Read more insights in the press release: https://t.co/ge1hIU0dls

[paolo zocchi @depaulz]

Head to head at the Top #semiconductor #tsmc #Samsung

[Dan Nystedt @dnystedt]

2/6 Revenue of World’s Top 3 Chip Manufacturers in 2Q 2024

Samsung’s chip division: US$20.84 billion

TSMC: $20.82 billion

Intel: $12.83 billion

[paolo zocchi @depaulz]

“Regionally, in addition to the year-to-year growth in the Americas, sales were up in China (21.6%) and Asia Pacific/All Other (12.7%), but down in Japan (-5.0%) and Europe (-11.2%).” #semiconductor

[SIA @SIAAmerica]

Second quarter global #semiconductor sales totaled $149.9 billion, an increase of 18.3% compared to the second quarter of 2023. Sales in the month of June were up both month-to-month and year-to-year. Read our full announcement here: https://t.co/J5V4nHTKaz

[paolo zocchi @depaulz]

Do you remember when you joined X? I do! #MyXAnniversary

[paolo zocchi @depaulz]

2023 #Smartphones closing with lowest shipments volume since a decade. 2024 looks brighter with single digit growth (+ 3-4%) and total closer to 1.2Bu. Growth drivers likely to be: #SEA & #India and #AI integration #mobilemarket #semiconductors #aisolutions #personalelectronics

[paolo zocchi @depaulz]

+4% YoY #smartphones projection by @Canalys after 2 years of decline with 2024 volume expected to reach 1.17Bu (Sell in). SEA + India to be the regions driving the adjustment #mobilemarket #personalelectronics #semiconductors #samsung #oppo #vivo #xiaomi #apple #huawei #sea

[paolo zocchi @depaulz]

Very clear summary by @CounterPointTR on Q3 NVIDIA performance: 18.1B U$ (+ 206% YoY) with #datacenter contributing for 80% of the business. #ai #Nvidia #semiconductor #stayinformed

[paolo zocchi @depaulz]

#Apple continues to excel in China during 618 festival #premiumsegment, (+ 8% YoY) accordingly to @CounterPointTR #smartphones #personalelectronics #china #iPhone #android https://t.co/QJHtIXLSZ0

[paolo zocchi @depaulz]

@nfergus on transformation of #worldeconomy from Steam Century by British empire to ICE Age and its geopolitical dependence to petroleum to #EV era, China leading adoption and the substantial differences vs Japanese vawe export in the 70’s. https://t.co/VYxbe9ZiiQ #automotive

[paolo zocchi @depaulz]

#China 2022 #smartphonesmarket declined 14% YoY in 2022 with #Apple reaching #2 (18% mkt share), behind #1 Vivo (19%). Premium segment leaded by #iPhone with Q4 peak (24% mkt share). Source: @CounterPointTR #pe #smartphones #TechNews #techtrend #mobile

[paolo zocchi @depaulz]

Q3 #Tesla resulting in + 35% sequential QoQ (!), + 42% YoY after a total of 344K Vehicles delivered, reaching 909K cumulative YTD. On the road to 1.3M deliveries by end of 2022 (source @CounterPointTR) #EV #ElectricVehicle #semiconductors

[paolo zocchi @depaulz]

Interesting summary of #Foundry Market Share in Q2. How will it progress and shape in five years from now? According to @CounterPointTR, 5/4nm became 2nd largest node by revenue driven too by #smartphone SoCs (Apple, Qualcomm, MediaTek), ARM-based CPUs (Apple). #semiconductor

[paolo zocchi @depaulz]

“#iPhones ASP is a key #Apple metric for Wall Street, as #smartphone sales still account for roughly 50% of the group’s revenues” says @FT. Below @CounterPointTR projection of upward trajectory driven by expected consumers choice towards Pro Models #mobile #premium

[paolo zocchi @depaulz]

Effective way to monitor #SmartphoneMarket trends is to zoom into #AP market. Q2 data confirm the good moment of #counterPremium segment (#Android flagships by #Qualcomm + #Apple A-Series) and slow-down of low/midtier phones (leaded by #MediaTek) @CounterPointTR #semiconductor

[paolo zocchi @depaulz]

@elonmusk Looks like someone else was thinking about it too #applewatch #temperaturesensors #AppleEvent2022

[paolo zocchi @depaulz]

Details of $50B #ChipsAct emerge: $39B for new facilities & expand existing domestic production ($28B on large scale/leading edge tech + $11B on existing tech) + $11B on R&D programs. Stringent requirements too. #semiconductors #technology https://t.co/hiMwgSdQQR

[paolo zocchi @depaulz]

@CarloCalenda Importantissimo. Tabelle riportata riguarda solo Foundry. Visione completa include blocco EU (STM-Italofrancese,NXP, Infineon) da >30BU$/Y & +120 mila dipendenti e blocco AME (Intel,TI,QCOM,..).ROI indiscusso: posti di lavoro, competenza e cultura che guarda al futuro con fiducia

[paolo zocchi @depaulz]

Q1 Worldwide Snapshot with #Samsung leading in Europe, Middle East and Latin America, #Apple in US and #Xiaomi and #Oppo battling #1 position in Asia #Smartphones #smartphonesvolumes #mobilemarket #personalelectronics https://t.co/bD75FVzGa4

[paolo zocchi @depaulz]

Electric vehicle market evolution in China, Europe, US and rest of the world. Very good summary by @CounterPointTR #electricvehicles #electrification #automotive #semiconductors #DigitalTransformation https://t.co/zhdFFsQW5k