SIA

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

Letter: the SIA urges the USPTO to drop its plan to impose annual patent fees of 1% to 5% based on the government's assessed value, replacing the flat-fee model

Jowi Morales / Tom's Hardware :

A look at Vietnam's expansion in the $95B chip packaging industry; SIA and BCG expect Vietnam to have 8%-9% of the global share by 2032, up from 1% in 2022

Francesco Guarascio / Reuters :

SIA and BCG: by 2032, the US will have the capacity to manufacture 28% of chips below 10nm, while China is expected to make only 2% of the most advanced chips

Nikkei Asia :

SIA and Boston Consulting Group: the US will triple its domestic chip manufacturing capacity by 2032, boosting its global chip making share to 14% from 10% now

Madeleine Ngo / New York Times :

SIA expects global semiconductor sales to recover and grow 13% in 2024 to $588B thanks to high-priced AI chips, but some analysts question the speed of recovery

SIA expects global semiconductor sales to recover and grow 13% in 2024 to $588B thanks to high-priced AI chips, but some analysts question the speed of recovery

Analysts see a ‘turning point’ this year for the $600bn market but question the speed of recovery

SIA: global chip revenue rose 5.3% YoY to $48B in November 2023, the first YoY growth since August 2022; China sales rose 7.6% YoY and Americas rose 3.5% YoY

- Recovery among chip makers may be uneven as demand returns  —  Global chip sales rose for the first time in more than a year …

SIA: Huawei is building secret chip fabrication facilities across China that would let the company skirt US sanctions and is receiving ~$30B in state funding

- Tech giant is reportedly getting $30 billion in state support  — Biden administration monitoring and ready to take action