Samsung Electronics today reported financial results for the fourth quarter and the fiscal year 2022. The Company posted KRW 70.46 trillion in consolidated revenue and KRW 4.31 trillion in operating profit in the quarter ended December 31, 2022. For the full year, it reported 302.23 trillion in annual revenue, a record high and KRW 43.38 trillion in operating profit.

The business environment deteriorated significantly in the fourth quarter due to weak demand amid a global economic slowdown. Earnings at the Memory Business decreased sharply as prices fell and customers continued to adjust inventory. The System LSI Business also saw a decline in earnings as sales of key products were weighed down by inventory adjustments in the industry. The Foundry Business posted a new record for quarterly revenue while profit increased year-on-year on the back of advanced node capacity expansion as well as customer base and application area diversification.

Today ASML Holding NV (ASML) has published its 2022 fourth-quarter and full-year results. "Our fourth-quarter net sales came in around the midpoint of our guidance at €6.4 billion. The gross margin of 51.5% was above our guidance due to additional upgrades and insurance settlement for last year's ASML Berlin fire. "For ASML, 2022 was another strong year ending with total net sales for the year of €21.2 billion, gross margin of 50.5% and a record backlog at the end of 2022 of €40.4 billion.

"We continue to see uncertainty in the market caused by inflation, rising interest rates, risk of recession and geopolitical developments related to export controls. However, our customers indicate that they expect the market to rebound in the second half of the year. Considering our order lead times and the strategic nature of lithography investments, demand for our systems therefore remains strong.

Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach a new high of $108.5 billion in 2022, rising 5.9% from the previous industry record of $102.5 billion in 2021, SEMI announced today in its Year-End Total Semiconductor Equipment Forecast - OEM Perspective at SEMICON Japan 2022. The record high caps three consecutive years of record revenue. The global total semiconductor manufacturing equipment market is expected to contract to $91.2 billion next year before rebounding in 2024 driven by both the front-end and back-end segments.

"Record fab constructions have driven total semiconductor manufacturing equipment sales to cross the $100 billion mark for a second straight year," said Ajit Manocha, SEMI president and CEO. "Emerging applications in multiple markets have set expectations for significant semiconductor industry growth this decade, which will necessitate further investments to expand production capacity."

According to the latest TrendForce statistics, revenue of the top ten global IC design houses reached US$39.56 billion in 2Q22, growing 32% YoY. Growth was primarily driven by demand for data centers, networking, IoT, and high-end product portfolios. AMD achieved synergy through mergers and acquisitions. In addition to climbing to third place, the company also posted the highest annual revenue growth rate in 2Q22 at 70%.

Qualcomm continues in the No. 1 position worldwide, exhibiting growth in the mobile phone, RF front-end, automotive, and IoT sectors. Sales of mid/low-end mobile phone APs were weak but demand for high-end mobile phone APs was relatively stable. Company revenue reached US$9.38 billion, or 45% growth YoY. NVIDIA benefitted from expanded application of GPUs in data centers to expand this product category's revenue share past the 50% mark to 53.5%, making up for the 13% YoY slump in its game application business, bringing total revenue to US$7.09 billion, though annual growth rate slowed to 21%. AMD reorganized its business after the addition of Xilinx and Pensando. The company's embedded division revenue increased by 2,228% YoY. In addition, its data center department also made a considerable contribution. AMD posted revenue of US$6.55 billion, achieving 70% growth YoY, highest amongst the top ten. Broadcom's sales performance in semiconductor solutions remained solid and demand for cloud services, data centers, and networking is quite strong. The company's purchase order backlog is still increasing with 2Q22 revenue reaching US$6.49 billion, an annual growth rate of 31%.

According to TrendForce investigations into the DRAM market, under pressure from ever-increasing output, Korean manufacturers have significantly increased their willingness to compromise on pricing in order to stimulate buying from distributors and customers, leading to a steady expansion of falling prices. In addition to Korean manufacturers enthusiastically slashing prices, low-priced chips from the spot market are also circulating in the market. Other suppliers have no choice but to follow suit and fervently reduce pricing for sales, rapidly exacerbating the 3Q consumer DRAM price drop from the original estimate of 8~13% to a quarterly decline of 13-18%.

Looking forward to Q4, it will be difficult for stocking momentum to recover before terminal inventories have been completely depleted. TrendForce expects the price of consumer DRAM to continue to fall until oversupply in the market is alleviated. Thus, consumer DRAM pricing will carry on moving lower by another 3~8% in Q4 and the possibility of sustained decline cannot be ruled out.

Today ASML Holding NV (ASML) has published its 2022 second-quarter results. Q2 net sales of €5.4 billion, gross margin of 49.1%, net income of €1.4 billion. Record quarterly net bookings in Q2 of €8.5 billion. ASML expects Q3 2022 net sales between €5.1 billion and €5.4 billion and a gross margin between 49% and 50%. Expected sales growth for the full year of around 10%.

The value of fast shipments*in 2022 leading to delayed revenue recognition into 2023 is expected to increase from around €1 billion to around €2.8 billion.
"Our second-quarter net sales came in at €5.4 billion with a gross margin of 49.1%. Demand from our customers remains very strong, as reflected by record net bookings in the second quarter of €8.5 billion, including €5.4 billion from 0.33 NA and 0.55 NA EUV systems as well as strong DUV bookings.

Based on a report from IC Insights, it appears that the demand for semiconductors and memory is starting to slow down. The slowdown is industry wide, with most major players having seen a reduction in sales in June compared to May. Although the report is focused on Taiwanes semiconductor companies, it also mentions Micron, who is expecting a slowdown in the third quarter of this year. Micron is reportedly expecting a drop in sales by as much as 17 percent, although this past quarter the company saw an increase in sales by 11 percent compared to the previous quarter, or 19 percent compared to last year, so it could simply be that the market is starting to normalise.

As for the Taiwanese semiconductor companies, TSMC saw a reduction in sales of five percent in June, although its competitor UMC saw an increase of two percent. Two other Taiwanese foundries, Powerchip and Vanguard, saw a decrease of four percent and an increase of three percent respectively, which shows that the foundry businesses are seeing change based on the type of chips they make. Apart from Winbond and Macronix, the other four companies in the report saw a decrease in sales by anything between two and 26 percent. Novatek, a manufacturer of semiconductors for the display industry saw the biggest dip in sales, with memory manufacturer Nanya seeing a drop of 16 percent. It should be pointed out that Novatek saw an increase in sales of 78 percent during the pandemic, which suggests their customers might not be seeing the same demand for their end products as they did over the past two years. For now, this could just be a slowdown over the summer months, when demand is usually quite low, but it could also be an indication of a return to a more normalised market.

Sony revealed during a recent earnings call that they had shipped 19.3 million PlayStation 5 consoles worldwide since release which is 3.3 million units less then they had expected. This shortfall can be attributed to the difficulties Sony faced in acquiring all the necessary components however the company expects shipments to increase next financial year with a target of 18 million units. Sony also noted that game sales for the PlayStation 4 and PlayStation 5 reached 14.5 million in the last quarter compared to 7.9 million the previous year. The companies PlayStation Plus service saw a loss of 200,000 subscribers down to 47.4 million in March 2022 from 47.6 million in March 2021 while active monthly users also dropped from 109 million to 106 million.

Toshiba Electronic Components Taiwan Corporation announced HDD shipment unit and Exabyte grew 4% and 61%, respectively in 2021. The company shipped 54.68 million units equaling 187.24 Exabytes for the year. Nearline, Mission Critical, Desktop/CE segments posted higher unit and Exabyte results for the year with Nearline HDDs leading all applications with units surging 73% and Exabytes skyrocketing 114%. Toshiba set a new shipment record for Nearline HDDs in 4CQ21, as units grew to 2.90 million units totaling 33.93 Exabytes for the quarter and was up over 94% from a year ago. Toshiba led the industry in Y-Y growth in eight categories for the year, and holds a unique position as an HDD company posting unit growth in 2021.

"Toshiba continues to execute in the Nearline space, and this is reflected in the company's new Nearline unit shipment record in 4CQ21," stated Ed Burns, Research Director at IDC. "Toshiba's cutting-edge technology such as FC-MAMR (Flux-Controlled - Microwave-Assisted Magnetic Recording) and MAS-MAMR (Microwave Assisted Switching - Microwave-Assisted Magnetic Recording) should further their competitiveness in the Nearline HDD market."

According to an industry report by IC Insights, AMD will see a yearly growth rate of no less than 65 percent this year, compared to 2020, whereas Intel is expected to have a slightly negative growth rate of one percent. The report includes the top 25 semiconductor sales leaders, ranked by growth rate, although it should be pointed out that some of them are foundries and not just semiconductor companies.

AMD is closely followed by MediaTek, which is expected to reach a 60 percent growth rate this year, followed by Nvidia at 54 percent and Qualcomm and 51 percent growth. The only surprise in the top five is PRC based SMIC, which saw a 39 percent growth this year, despite, or maybe because of the US sanctions against various Chinese IC makers.

Today, ASML Holding NV (ASML) has published its 2021 third-quarter results. "Our third-quarter net sales came in at €5.2 billion with a gross margin of 51.7%, both within our guidance. Our third-quarter net bookings came in at €6.2 billion, including €2.9 billion from EUV systems. The demand continues to be high. The ongoing digital transformation and current chip shortage fuel the need to increase our capacity to meet the current and expected future demand for Memory and for all Logic nodes. ASML expects fourth-quarter net sales between €4.9 billion and €5.2 billion with a gross margin between 51% and 52%. ASML expects R&D costs of around €670 million and SG&A costs of around €195 million. For the full year, we are on track to achieving growth approaching 35%," said ASML President and Chief Executive Officer Peter Wennink.

Despite the current shortage of just about everything, Foxconn doesn't appear to be suffering, as the company has reported record sales for the third quarter of this year. The company recorded sales of close to NT$1.4 trillion, or about US$50 billion, with a consolidated revenue of just over NT$585.7 billion or about US$20.9 billion.

Sales revenue for Foxconn increased 8.8 percent compared to the same period last year and a 3.44 percent increase quarter on quarter, with sales in September being the best so far this year for the company. The top grossing product groups included consumer smart devices, computers and cloud networking products. This is likely due to no small part due to Apple launching the iPhone 13, as well as its new tablet products last month. Foxconn is expecting a gross profit of 12 to 13 percent for the second half of 2021, which is a significant increase from around 8 to 9 percent for the first half of the year.

According to NPD data, Xbox just set a new hardware sales record the past month of June in the U.S., outselling PlayStation to the tune of a cool $200 million. The Xbox division cumulatively brought in a total $401 million dollars in the past month of June, marking a year-over-year (YoY) revenue growth to the tune of 112%. That large, $401 million number also marks a new record for Xbox and its Microsoft parent - the previous revenue record for the Xbox division was set way back in 2011. ten years later, it can be said that Xbox is better than ever before.

That same $401 million revenue from Xbox hardware clearly puts Sony's PlayStation in the rear-view mirror, as the company "only" achieved a $207 million revenue for June 2021 - a 1% decline YoY. That Microsoft managed to pull this off in the hardware shortage scenario we currently live in is impressive; and it does speak to the amount of pent-up demand that's still vying to enter the company's coffers. The record comes a month after Microsoft announced the deployment of Xbox Series X server blades to its xCloud programme, which occurred on June 26th. It appears likely that the company was distributing its Series X production capabilities between the retail sector and its own xCloud service before June 26th (with the additional time required for installation and all that entails), which would explain the sudden record in June. As Microsoft freed xCloud-bound capacity to the retail sector, the record thus ensued.

VMware today announced that its Board of Directors has appointed Rangarajan (Raghu) Raghuram as Chief Executive Officer and member of the Board of Directors, effective June 1, 2021. An industry veteran, Raghuram is a strategic business leader who currently holds the position of Executive Vice President and Chief Operating Officer, Products and Cloud Services at VMware.

"I am thrilled to have Raghu step into the role of CEO at VMware. Throughout his career, he has led with integrity and conviction, playing an instrumental role in the success of VMware," commented Michael Dell, chairman of the VMware Board of Directors. "Raghu is now in position to architect VMware's future, helping customers and partners accelerate their digital businesses in this multi-cloud world."

Worldwide sales of semiconductor manufacturing equipment surged 19% from $59.8 billion in 2019 to a new all-time high of $71.2 billion in 2020, SEMI, the industry association representing the global electronics product design and manufacturing supply chain, reported today. The data is now available in the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.

For the first time, China claimed the largest market for new semiconductor equipment with sales growth of 39% to $18.72 billion. Sales in Taiwan, the second-largest equipment market, remained flat in 2020 with sales of $17.15 billion after showing strong growth in 2019. Korea registered 61% growth to $16.08 billion to maintain the third position. Annual spending also increased 21% in Japan and 16% in Europe as both regions are recovering from the contraction in 2019. Receipts in North America decreased 20% in 2020 following three years of consecutive growth.

The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $39.6 billion for the month of February 2021, an increase of 14.7% over the February 2020 total of $34.5 billion, but 1.0% less than the January 2021 total of $40.0 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 98% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

"Global semiconductor sales during the first two months of the year have outpaced sales from early in 2020, when the pandemic began to spread in parts of the world," said John Neuffer, SIA president and CEO. "Sales into the China market saw the largest year-to-year growth, largely because sales there were down substantially early last year."

Historically, system builders have been very good indicators of the market situation and demand for the latest processors available. Today, we have the report coming from Puget Systems, a system builder making PCs and laptops for any task needed. Having been present in the PC building business for 21 years, the company was able to notice some trends and look at the market like no one else could, simply by analyzing its orders. Today, we have the report that showcases just how much the CPU market has fluctuated and how dominant forces have shifted. The two main players, AMD and Intel, have been present for lots of years and we now get to see the latest trends in the consumer marketplace.

Back in 2015, Puget Systems quietly dropped AMD processors from their offerings, amid the very low demand the company saw for them. The sales of AMD processors accounted for a single-digit percentage of all of the total sales, and no one was interested in such systems. With the introduction of the Ryzen generation, Puget Systems re-introduced AMD processors back in their offerings. As the company analyzes its processor sales, it has concluded that, currently, AMD processors account for over 50% of the total CPU sales. That is quite a comeback for AMD, as the latest generation Ryzen 5000 series processors have taken the performance crown, and consumer demand is showing the need for new high-performance processors. You can take a look at the graph representing processor sales in the last five years below.

Global sales of smartphones to end users declined 5.4% in the fourth quarter of 2020, according to Gartner, Inc. Smartphone sales declined 12.5% in full year 2020.

"The sales of more 5G smartphones and lower-to-mid-tier smartphones minimized the market decline in the fourth quarter of 2020," said Anshul Gupta, senior research director at Gartner. "Even as consumers remained cautious in their spending and held off on some discretionary purchases, 5G smartphones and pro-camera features encouraged some end users to purchase new smartphones or upgrade their current smartphones in the quarter."

In the latest episode of "next-generation gaming issues", the Xbox Series X console pre-order has also seen its stock depleted from all online merchants. Following issues with both the RTX 3080 and PS5 supplies, now it's the time for Microsoft to be in the spotlight, as the question of low stock or fundamentally impressive demand arises once again. This is likely an answer we won't ever have; however, it also has to be said that there is plenty of time for stocks to be replenished for both Microsoft's Xbox Series X and Sony's PlayStation 5 before their respective launches. I wouldn't worry too much for now.

At the same time as Xbox Series X pre-orders made stock go the way of the dodo, the usual scalpers have already surfaced on the common secondhand marketplaces, looking to sell their "pre-order" confirmed consoles for prices that usually sit around at double the MSRP (set at $499 by Microsoft). Remember to not let yourself be a part of this chain; save yourself money, and be part of the solution to scalpers by not engaging with their offerings. You still have time to secure your console.

In a recent report from Jon Peddie Research (JPR) they estimate that $2.6 billion will be spent on PC gaming hardware in the next three years thanks to the release of Microsoft Flight Simulator. This $2.6 billion will be split across Entry-Level, Mid-Range, and High-End PC gamers with the High-End category contributing the most. JPR estimates that 2.27 million copies of Microsoft Flight Simulator 2020 will sell over the next three years. JPR predicts that these sales numbers will result in $2.6 billion being spent on hardware with the specific intent of improving the game's experience while much more will be spent over the title's complete life cycle.

This estimation includes new computer builds, processor upgrades, display upgrades, flight sticks and throttles, flight system control units, rudder pedals, simulation pit components such as seats and frames, and VR sales. This will benefit all computer components and accessory manufacturers as hardware upgrades are required across the board in most cases. With the introduction of 8K and VR support the game will continue to drive computer upgrades in the years to come.

The Nintendo Switch has proven to be a very popular hybrid gaming console with sales surpassing the SNES, N64, GameCube & Wii U. The console is currently sold out at many retailers across the world thanks in part to a monumental surge in demand for the console arising from lockdowns due to the coronavirus. VideoGamesChronicle reports that Nintendo Switch sales have more than doubled in the first half of 2020 compared to the first six months of last year in the UK.

This will bring the Nintendo Switch closer to overtaking the Nintendo Entertainment System in lifetime hardware sales. Traditional game consoles such as the PlayStation 4 and Xbox One also saw significant hardware sales increases of around 50% and 25% respectively. Game sales were also up 48% across the board for the first four months of 2020.

Sales of Nintendo's hybrid console the Nintendo Switch have surged with combined sales of 55.77 million units worldwide. The Nintendo Switch family of systems which includes the Nintendo Switch & Nintendo Switch Lite sold 21.03 million units last year which reflects a 24.0% increase in sales from the previous year, this was likely due in part to the launch of the Switch Lite and the recent demand from the current COVID-19 pandemic.

Software sales saw an even more impressive jump of 42.3% over the previous year with 168.72 million units sold this year which brings lifetime software sales for the Nintendo Switch to 356.24 million units. Animal Crossing: New Horizons along with other best-selling games all saw strong success. These numbers put the Nintendo Switch ahead of the failed Wii U, GameCube, Nintendo 64, and SNES. The switch is also quickly approaching the NES and will probably take its spot to become the second best-selling home console Nintendo has ever produced right after the original Wii.

CDKeySales understands the unprecedented situation that forced many of us away from the comforts of our organization's PCs. Give your home computers, desktops and notebooks, the technological edge they need with the very latest operating systems and productivity software that are both genuine and heavily discounted. With a TechPowerUp-exclusive discount code, get genuine Windows 10 Pro for USD $14, and Windows 10 Home for $12. Upgrade both your notebook and desktop with a twin pack for $22. Get Office 2016 Professional Plus, a formidable productivity suite for just $29.5. The cutting-edge Office 2019 Professional Plus can be yours for $50. Combine your preferred flavors of Windows 10 and Office to save even more. Shop with confidence, as PayPal protects your payment instruments and purchase.

Apply the discount code TECHP at check-out to avail the prices you see here.

Buy Windows 10 Pro from CDKeySales for $14 | Buy Windows 10 Home for $12 | Buy Windows 10 Pro 2-PC for $22 | Buy Windows 10 Enterprise LTSC for $13.9 | Buy Office 2019 Home and Student for $31.9 | Buy Office 2016 Professional Plus for $29.5 | Buy Office 2019 Professional Plus for $50 | Buy Windows 10 Home + Office 2016 Professional for $32.8 | Buy Windows 10 Pro + Office 2016 Professional for $36 | Buy Windows 10 Home + Office 2019 Professional for $58 | Buy Windows 10 Pro + Office 2019 Professional for $61

If there is one thing that the internet has done well, and well indeed, is bridging gaps in geography. That globalization is a well-studied phenomenon is a lapalissian truth; however, as humans, we sometimes tend to take what achievements have been made through technology for granted. Whether to bridge social distancing between parents or lovers through this quarantine, or enabling companies to remain with a semblance of (and sometimes higher than before) productivity, technology has once again come to the rescue. Physical distancing and seclusion does not equate to social distancing, after all.

This has been evidenced by the most recent market studies conducted by both the NPD and IDC, where sales of technologies such as webcams, headsets, mics, and other camera-integrated products have seen a steep rise. Webcams, for one, have increased their sales by 179%; laptops and desktops have seen 40% increases; headsets tip the scales once again at 134% and a 138% increase in PC monitors. I wager many people (some of our readers included) may have even removed the post-it or electrical tape from their laptop webcams. When physical presence isn't possible, technologies can render distances slightly smaller.

According to the World Semiconductor Trade Statistics (WSTS) organization, the semiconductor manufacturing world has just seen one of the largest contractions in the last 35 years. The downturn on produced revenue for manufacturers for the month of March consolidated into a decline of 1.8% compared to February of this year, and a decline of 13% when compared to March 2018 - but quarter-reviewed revenues were even worse. In greenback terms, the semiconductor industry saw a decline from $114.7 billion in the previous quarter to "just" $96.8 billion.

The decline was across all semiconductor product categories, as John Neuffer, president and CEO of the Semiconductor Industry Association (SIA) trade group, said: "Sales in March decreased on a year-to-year basis across all major regional markets and semiconductor product categories, consistent with the cyclical trend the global market has experienced recently." Market analysis firm IC Insights says that the decline was more severe than the WSTS reports, and that it totaled a 17.1% reduction in revenue for the first quarter of this year, making it the fourth biggest decline since 1984. As IC Insights said in a statement, "The first quarter is usually the weakest quarter of the year for the IC market, averaging a sequential decline of 2.1% over the past 36 years, but the severity of the 1Q19/4Q18 IC market drop has started this year off at a very low level."