Semiconductors Team
New Research
This IDC Market Presentation provides the CY 2Q23 memory (DRAM and NAND) vendor share results and forecasts for both the short-term (2Q23–4Q24) and the long-term (2023–2027) worldwide memory market. The presentation file includes:Memory mar...
This IDC Market Presentation offers an overview of the worldwide largest 15 cloud service provider infrastructure demand trend for the second quarter of 2023.
This IDC Market Presentation analyzes three emerging trends in the semiconductor industry, including new technologies, such as advanced nanometers, chiplet, and third-generation semiconductors. Geopolitical shifts, such as the alliance of t...
This IDC Market Analysis Perspective (MAP) summarizes key demand and supply trends driving the service provider infrastructure and ODM Direct market for compute and storage technologies. The MAP includes market forecast and vendor data, buy...
This IDC Pivot Table provides the CY 2Q23 DRAM and NAND vendor share results. The Pivot Table includes:Worldwide DRAM revenue share by vendor, 2Q23 and 1Q23Worldwide NAND revenue share by vendor, 2Q23 and 1Q23Worldwide DRAM revenue share by...
This IDC Market Analysis Perspective (MAP) summarizes key demand and supply trends driving the core and edge computing platforms market, with servers being the largest segment of analysis. The MAP includes market forecast and vendor data, b...
Apple's custom semiconductors continue to be cutting edge; merchant chips the company procures are less, so Apple announced a new processor for its new smartwatches and a new processor — the A17 Pro — for its iPhone 15 Pro models. Each of t...
This IDC Pivot Table provides the CY 2Q23 vendor share results and the forecasts for both the short term (2Q23–4Q24) and the long term (2023–2027) for the worldwide NAND flash memory market. The pivot table includes:Worldwide NAND revenue s...
Qualcomm this morning announced the extension of its supply partnership with Apple for Snapdragon baseband modem and radio frequency (RF) subsystem including mmWave modules. The new agreement maintains similar terms to the prior agreement a...
New IBM watsonx Code Assistant for Z with Generative AI Promises to Modernize Mainframe Applications
This IDC Market Note discusses the recent release of IBM watsonx Code Assistant for Z, a GenAI-based solution that translates the programming language COBOL into Java, and what it means for the mainframe ecosystem market.
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