Not all segments of the semiconductor components market can boast of stable growth in the current conditions, but the profitable direction of artificial intelligence systems is increasing the total revenue of market participants. In September, for example, it grew by 23.2% year-on-year to a record $55.3 billion.
Image source: GlobalFoundries
These statistics were shared by the SIA association, which covers the activity of 99% of American chip manufacturers and about two-thirds of all others. Consecutively, revenue from chip sales at the end of September increased by 4.1%. In the third quarter as a whole, chip supplier revenue rose 23.2% to $166 billion, up 10.7% sequentially. As SIA representatives explained, in the third quarter, the sequential increase in revenue from the sale of chips in the world reached its maximum value since 2016. September revenue alone marked a monthly high on record.
Image source: SIA
This was largely due to the annual increase in revenue from chip supplies in the Americas, which was measured at 46.3%. The growth leader at the same time became the largest chip sales market ($17.24 billion), overtaking China with its $16.04 billion. By the way, Chinese revenue from chip sales added a solid 22.9%, second only to America. Last year, China was ahead of America in terms of revenue from the sale of chips on its territory.
Europe faced a drop in revenue from chip sales by 8.2% to $4.43 billion, Japan added 7.7% to $4.21 billion. By the way, the third largest macroregion in revenue in the SIA classification is Asia-Pacific in combination with all other countries (except China and Japan). Here, core revenue at the end of September increased by 18.4% to $13.4 billion. By the way, Europe in a sequential comparison added 4%, so in general short-term dynamics remain positive in all regions.