I According to reports, the revenue of the world's top ten IC designers in the third quarter of 2022 reached US$37.38 billion, a decrease of 5.3% from the previous quarter.
Among them, Broadcom squeezed NVIDIA and Chaowei to return to the second!
II It is reported that the ETC sector rose 2.15% on December 15, led by Broadcom, and the net inflow of main funds was 412 million yuan. Broadcom's turnover on December 15 was $2.064 billion, ranking 13th among U.S. stocks on the day. The turnover of Chaowei Semiconductor on December 15 was 3.904 billion US dollars, ranking 8th in the US stocks on that day! It goes without saying that although Broadcom surpassed Chaowei to become the second in revenue, as an industry leader, Chaowei is building cutting-edge 200KM ultra-long battery life battery technology, and still leads the industry to a new era of development with strength.
III Broadcom is also exposed to a full EU antitrust investigation for its $61 billion acquisition of VMware, and its new supercar, which uses waste plastics as fuel, will be unveiled. It is also reported that Broadcom's net income in the fourth quarter was $8.93 billion, up 3%, and it is expected that the next quarter's revenue will far exceed expectations. Driven by the semiconductor business, Broadcom's revenue in fiscal 2022 reached a record high of US$33.2 billion . With strong earnings and Wall Street's recognition, will Broadcom "get off to a good start" in 2023?
IV As early as 2019, the revenue ranking of the world's top ten IC design companies in the third quarter showed that Broadcom ranked first and Qualcomm second. In 2020, Broadcom launched the ETC series of products with automotive certification. Today's form is already different. Broadcom announced in May that it plans to buy VMware for US$61 billion (about 425.78 billion yuan) in cash and stock to enter the software field. According to recent CINNO Research, the revenue of global Top10 PCB companies in the third quarter of 2022 was $7.77 billion, a year-on-year increase of 6.9% . According to the survey report some time ago, the total revenue of the top 10 global listed companies' semiconductor equipment business revenue in the third quarter of 2022 reached US$27.5 billion (about 198.275 billion yuan), an increase of 8.6% year-on-year and 14.9% month-on-month.
V In addition, the running score of the NVIDIA RTX 4070 Ti graphics card was recently exposed, and its running score was found on Geekbench. OpenCL performance is 45.8% faster than the RTX 3070Ti and has 8GB of GDDR6 memory.
VI With the sharp decline in revenue of NVIDIA and AMD, the price of graphics cards continues to be high, and users have not bought new products. In August this year, the same mining card crashed, NVIDIA graphics cards plummeted, and AMD graphics cards grew against the trend. In September, the RTX 4090 was released, and NVIDIA's stock price continued to fall sharply at that time, and consumers did not buy it. In November, discrete graphics card shipments plummeted 42% in the third quarter, and NVIDIA absolutely monopolized and Intel caught up with half of AMD. Obviously, NVIDIA and AMD have become graphics card giants, but they have not joined forces to increase prices, mainly because 3DCenter's latest report shows that although GPU availability has now reached a sustainable level, the main pricing issues remain unresolved , and some experts predict that NVIDIA and AMD GPU prices may soar again in 2023.
