In monetary terms, as noted in a report released this week by industry association SIA, sales of semiconductor products in November last year increased by 20.7% year-on-year to $57.8 billion, marking a new record monthly level.
Image source: UMC
In a sequential comparison, chip revenue has been growing for eight months in a row, up 1.6% in November. Revenue growth year-on-year has exceeded 20% for four months in a row, which is largely due to the growth in chip sales on the market in both American continents. In November, the corresponding amount in annual comparison increased by 54.9% to $19.5 billion. In fact, more than a third of all November revenue was received by chip suppliers in the Americas. We must understand that the leader in chip sales in this region remains the United States, where data processing centers working with artificial intelligence systems, which are now experiencing a boom in their development, are concentrated.
Image source: SIA
China, increasingly constrained by American sanctions, in November increased revenue from the sale of semiconductor components by only 12.1% to $16.18 billion. Europe showed a year-on-year decline in revenue by 5.7% to $4.72 billion, Japan limited growth to 7.4% to $4.19 billion, all other countries took third place in terms of growth rates, combined with the Asia-Pacific region, which added 10% to $13.5 billion