Semiconductors Sector Scorecard, Q3 2023 Update – Thematic Intelligence

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Companies scoring strongly in artificial intelligence (AI) and geopolitics-related themes lead the thematic screen of GlobalData’s semiconductors sector scorecard. Indeed, four themes (AI, AI chips, geopolitics, and China impact) jointly account for 50% of the weighting of the thematic screen, reflecting both the importance of AI, particularly generative AI, in the technology industry and the impact of the ongoing US-China trade dispute. The thematic ranking is led by companies with advanced AI products, such as Nvidia, Amazon, Tesla, and Alibaba, or capital equipment technologies essential to manufacture those advanced AI chips, such as ASML.

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the semiconductors sector over the next two years, based on the key themes set to transform their industry landscape.

Key Highlights

Changes this quarter include the addition of Arm following its $60 billion IPO in the US. A clear leader in the mobile market, its future in AI data centers is less clear, so it does not score as well as leaders Nvidia, Amazon, and Tesla. A significant industry development was the launch of Huawei’s Mate 60 Pro smartphone, which appeared to include a Kirin 9000s chip manufactured by SMIC using a 7-nanometer process node, even though Chinese fabs have lost access to the most advanced extreme ultraviolet (EUV) tools from ASML, as a result of the trade dispute with the US.

Reasons to Buy

Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.

GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.

At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.

Our thematic engine tags over 145 million data items across five alternative data sets—patents, jobs, deals, filings, and news—to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.

Aixtron
Alibaba
Alphabet
Amazon
Ambarella
AMD
AMS
Analog Devices
Apple
Applied Materials
Arm
ASML
Baidu
Bitmain
Brainchip
Broadcom
Cadence Design Systems
Cambricon
Cerebras
Cirrus Logic
Diodes
GlobalFoundries
Graphcore
Groq
Himax
Horizon Robotics
Huawei
IBM
Infineon
Intel
IonQ
LAM Research
Marvell
MediaTek
Melexis
Microchip
Micron
Microsoft
Monolithic Power Systems
Mythic
Nanya Tech
Nvidia
NXP
On Semiconductor
Qorvo
Qualcomm
Renesas
Rigetti Computing
Rohm
SambaNova
Samsung Electronics
Silicon Labs
Silicon Motion
SK Hynix
Skyworks
SMEE
SMIC
STMicroelectronics
Synopsys
SynSense
Teradyne
Tesla
Texas Instruments
Tokyo Electron
TSMC
UMC

Table of Contents

Executive Summary

Top Themes for 2023

Sector Scorecard: Semiconductors

Thematic Research Methodology

Frequently asked questions

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