Sravan Kundojjala

Nov 20, 2024 | semianalysis.com | Dylan Patel |Jeff Koch |Sravan Kundojjala

AI competitiveness is a key national security concern. When “expert-level science and engineering” or even AGI are possible outcomes, it is crucial that the U.S. maintains or extends its lead in these areas. Consider the opposite: what if China were to achieve AGI capability six months or a year before the U.S.? There are a few major gating factors to building powerful AI systems, and the only one the U.S. can stop from proliferation is compute.

May 25, 2023 | exploresemis.substack.com | Sravan Kundojjala

TSMC, the world's largest semiconductor foundry, served 532 customers in 2022. However, its top-10 customers accounted for 68% of its revenue. Apple, the largest customer, accounted for 23% of TSMC's revenue. In this post, I address which company contributed how much income to TSMC, the top-10 customer revenue trend and Apple's revenue concentration. TSMC's Apple revenue grew 18.2% in CY2022 to $17.5 b, while non-Apple revenue grew 33.4%.

May 17, 2023 | exploresemis.substack.com | Sravan Kundojjala

Qualcomm's dependency on smartphone chips has an issue, especially its Apple-centric revenue.  Despite the company's diversification efforts, smartphone chips continued to be the mainstay of Qualcomm.  Within smartphones, the company is exposed to Android and Apple, with the latter's chipset revenue going away soon.  What does that mean?  How much revenue is at stake?  I will explore the Apple-Qualcomm relationship in the first part of this analysis.

Mar 10, 2023 | strategyanalytics.com | Sravan Kundojjala

The semiconductor market has seen unprecedented demand, shortages, and inventory - all in the span of 3 years, a typical semiconductor cycle. However, unlike previous cycles, the 2020-2022 cycle highlighted the strategic importance of semiconductors to economies. Unsurprisingly, many nations, including the US, Japan, Europe, South Korea, India and others, rushed to announce incentives to attract semiconductor investments.

Feb 14, 2023 | strategyanalytics.com | Sravan Kundojjala

by Sravan Kundojjala | Feb 14, 2023 The global cellular baseband processor market grew 11 percent to $8.7 billion in Q3 2022. According to our latest research, Qualcomm, MediaTek, Samsung LSI, Unisoc and Intel captured the top-five revenue share rankings in the baseband market in Q3 2022. However, the baseband shipments declined 15 percent year-on-year, thanks to reduced smartphone demand and a weak IoT market.