According to statistics from the Semiconductor Industry Association (SIA) in the United States, global semiconductor industry sales totaled $48 billion in November 2023, an increase of 5.3% compared to $45.6 billion in November 2022. This is the first time since August 2022 that global semiconductor sales have achieved year-on-year positive growth.

 

SIA President and CEO John Neuffer said, “Global semiconductor sales increased year-on-year for the first time since August 2022 in November last year, indicating that as we enter a new year, the global chip market is continuing to strengthen. Looking ahead, the global semiconductor market is expected to achieve double-digit growth in 2024.”

 

In terms of regions, sales in Chinese Mainland (7.6%), Asia Pacific (7.1%), Europe (5.6%) and America (3.5%) all achieved year-on-year growth. Among them, the semiconductor sales in Chinese Mainland increased by 7.6% year on year and 4.4% month on month, which is the main contributor to the growth of global semiconductor sales.

 

A $13 billion acquisition case is about to be completed

In addition, according to foreign media reports, American chip manufacturer Intel is about to acquire Israeli chip design company Mellanox for $13 billion. This transaction will enhance Intel’s competitiveness in data centers and cloud computing.

 

Mellanox is a leading Israeli chip design company focused on high-speed interconnect chips. The company’s products are widely used in fields such as data centers, cloud computing, storage, and artificial intelligence.

 

Intel stated that the acquisition of Mellanox will enable it to provide customers with more comprehensive interconnect products and solutions. This will help Intel further expand its market share in data centers and cloud computing.