Tech

Fabless semiconductor companies posted strong revenue growth last year.

Big picture: AMD’s first-quarter revenue is up a whopping 71% year-on-year, thanks in part to its recent acquisition of Xilinx. The company also bought Pensando last month, raising the possibility that it will overtake Broadcom in revenue this year.

According to TrendforceThe combined revenue of the top 10 non-fab semiconductor companies increased to $39.43 billion in the first quarter, representing an impressive 44 percent year-on-year growth.

Qualcomm firmly holds the top spot with strong sales of its smartphone SoCs and RF modules. The company’s IoT and automotive business also saw some growth.

Nvidia’s data center business accounted for 45.4% of total revenue, outperforming its gaming business by 0.4%. The company’s total revenue was $7.9 billion, up 53% from the previous year. Meanwhile, Broadcom’s revenue increased by a relatively modest 26 percent.

AMD’s revenue increased 71% year-on-year, in part because the company completed its acquisition of Xilinx earlier this year. Even excluding the acquisition, the company’s revenue hit an all-time high of $5.33 billion, driven by strong sales from its enterprise, embedded, and console SoC divisions.

Marvell’s revenue increased even more, up 72% year-on-year, thanks to the acquisition of Innovium, a provider of networking solutions for cloud and edge data centers, late last year.

The two newcomers to the top 10 list were Will Semiconductor and Cirrus Logic. The former is based in China and mainly develops CMOS image sensors, display driver ICs and analog ICs. Its revenue fell nine percent year-on-year due to declining smartphone sales and the Shanghai lockdown.

Cirrus Logic specializes in audio products and mixed-signal integrated circuits and saw a 67% increase in revenue mainly due to its acquisition of Lion Semiconductor a year ago.


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