|
London UK
Posts: 229 since Oct 2014
|
Primer:
The scope of the semiconductor industry as portrayed in the Media is incomplete - distorted and fosters the impression that Manufacture Foundries (Fabs - fabrication plants) are the be-all & end-all of semiconductor creation. This is no more true than fostering the impression that Apple products are of Chinese design, creation and origination.
The composite semiconductor industry is made up of 4 industries each vitally dependent on the other: - Design (US dominant)
- Electronic Design Automation (EDA) - vital software for Design - EDA is required to deal with the vast complexity of advance Design (US dominant - Synopsys is the largest provider of EDA technology in the industry.)
- Extreme Ultra-Violet Lithography (EUV) Machines - vital for Manufacture Foundries (ASML - Neitherlands extremely dominant)
- Manufacture Foundries - Fabs (TSMC - Taiwan & Samsung - South Korea dominant)
ASML’s EUV lithography system is required for printing all the world’s most advanced semiconductors. In 2021 Taiwan Semiconductor Manufacturing Company (TSMC), Samsung and Intel made up nearly 84% of ASML business.
source: phylos - this information can be verified via relevant and bona fide sources freely available on the internet.
With 47% of sales in 2019, the U.S. is the global leader in semiconductors, though much of the manufacturing happens in Asia. Five of the biggest eight semiconductor companies are based in the U.S. While China imports vast amounts of semiconductors to plug into computers, phones and much more, its companies have 5% of total semiconductor sales.
Top 8 Semiconductor Companies in billions: 1: Intel (US) $74, 2: Samsung (S.Korea) $60, 3: TSMC (Taiwan) $45, 4: SK Hynix (S.Korea) $26, 5: Micron (US) $22, 6: Qualcomm (US) $19, 7: Broadcom (US) $17, 8: Nvdia (US) $16.
Source: University of Southern California - https://china.usc.edu/semiconductor-dependencyNvidia's HUGE AI Breakthrough (Bigger Than ChatGPT)
|
