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Original title: 2024Q2 Global TOP15 Semiconductor Manufacturer Ranking: Nvidia is the leader, Samsung and Broadcom are catching up, Intel slips to fourth

IT Home reported on August 23 that the World Semiconductor Trade Statistics Organization (WSTS) released its latest report, stating that the global semiconductor market achieved revenue of US$149.9 billion in the second quarter of 2024 (IT Home Note: currently approximately RMB 1.07 trillion), a month-on-month increase of 6.5% and a year-on-year increase of 18.3%.

2024 2nd Quarter Report

The report pointed out that compared with the first quarter of 2024, the revenue of major global semiconductor companies in the second quarter generally showed a significant increase.

Of the top fifteen companies, only two (MediaTek and STMicroelectronics) saw a decline in revenue in the second quarter of 2024.

The strongest gains were among memory companies, with SK Hynix and Kioxia each rising more than 30%, Samsung Semiconductor up 23% and Micron Technology up 17%.

Nvidia is reported to have revenue of $28 billion in the second quarter, continuing to dominate the semiconductor industry, with Samsung following closely at $20.7 billion. Although Broadcom has not yet disclosed data for the second quarter of 2024, it is expected to reach $13 billion, exceeding Intel's forecast of $12.8 billion.

Intel has traditionally been the industry leader, but has fallen to fourth place this year.

Outlook

Looking ahead to the third quarter of 2024, the revenue outlook remains positive. AMD expects revenue to grow 15%, driven by strong performance in data center and client computing.

Micron expects the memory market to maintain its 12% growth momentum as supply continues to lag demand. While Samsung and SK Hynix did not provide specific forecasts, both companies expect demand for server artificial intelligence to continue to grow.

The semiconductor market grew significantly in the first half of 2024, up 18% from the same period in 2023, laying the foundation for strong growth throughout 2024.

Forecasts for 2024 vary, with Cowan LRA predicting 14.4% growth and Statista Market Insights predicting 20.7%. The consensus growth forecast is 17.0%, which is very close to Gartner's 17.4% and WSTS's 16.0%.