GlobalData has used its exclusive theme-based analysis to identify the semiconductor companies best placed to succeed in the future based on their strength in data centres.

According to GlobalData’s latest Semiconductor Sector Scorecard, data centres have been identified by GlobalData as one of the top ten themes that will impact the semiconductor sector over the next two years.

The other nine are: high-performance computing, artificial intelligence (AI), ambient commerce, self-driving cars, industrial internet, gaming, 5G, M&A and geopolitics.

The semiconductor companies given the highest thematic weighting for data centres are Google, Xilinx, Amazon, Micron, SK Hynix, Samsung Electronics, TSMC, and Barefoot Networks.

GlobalData’s thematic research team has developed a “thematic engine” which is designed to identify tomorrow’s tech leaders rather than today’s tech incumbents, based on their competitive position in the most important themes impacting their industry, such as data centres. Viewing the world’s data by ‘themes’ makes it easier to make important decisions.

The GlobalData thematic engine spans 15 key technology sectors – from semiconductors to consumer electronics to enterprise software – and covers over 60 themes.

What do data centres mean for the semiconductor sector?

The global growth in demand for computing power, resulting from the need to analyse and process volumes of data that are increasing dramatically, much of it unstructured, flowing from transactional systems, sensors and cameras is, in turn, driving demand for computer memory.

The ability to process this data depends on systems that firstly have the capacity to hold the data they need and secondly have the ability to deliver the data to the CPU quickly. Most data centre CPUs spend over 80% of their time idling, waiting for data to arrive.

Hybrid memory will move much closer to the processor and help tackle storage density and access speed issues. The speed of development also means established players like Intel, Samsung, Micron and Hynix are having to compete in R&D terms against more agile newcomers, especially in silicon photonics, such as Barefoot Networks.

The full universe of 57 semiconductor companies covered by GlobalData’s Semiconductor Sector Scorecard are:

  1. Aixtron
  2. Alibaba
  3. Alphabet
  4. Amazon
  5. AMD
  6. AMS
  7. Analog Devices
  8. Apple
  9. ASML Holding
  10. Baidu
  11. Barefoot Networks
  12. Broadcom
  13. Cambricon
  14. Cirrus Logic
  15. Cypress
  16. Dialog
  17. Diodes
  18. Graphcore
  19. Himax
  20. IBM
  21. Infineon
  22. Intel
  23. Marvell
  24. Maxim
  25. MediaTek
  26. Melexis
  27. Mellanox
  28. Microchip
  29. Micron
  30. Microsoft
  31. Monolithic Power Systems
  32. Nanya Tech
  33. Nvidia
  34. NXP
  35. On Semiconductor
  36. Qorvo
  37. Qualcomm
  38. Realtek Semiconductor
  39. Renesas
  40. Rohm
  41. Samsung Electronics
  42. Silicon Labs
  43. Silicon Motion
  44. SK Hynix
  45. Skyworks
  46. SMIC
  47. Softbank
  48. STMicroelectronics
  49. Teradyne
  50. Tesla
  51. Texas Instruments
  52. Tokyo Electron
  53. TSMC
  54. UMC
  55. Vanguard
  56. Xilinx
  57. Zeno

 

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In this report, we look at the 30 big tech themes for 2019, identifying winners and losers for each theme. This report will impact all industries helping:

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