Nvidia had the lowest growth in 2022 among the top companies as its revenue growth was weighed down by a decline in its Gaming segment by 27% for the year.Įquipment makers also all had lower growth in the table including KLA, Lam Research and Applied Materials. By market type, half of the DAO companies had higher growth in 2022 including Broadcom (prorated from Q1 to Q3) and ADI which completed its acquisition of Maxim for $20 bln in September 2021 while all logic companies suffered lower growth. This was led by decreasing growth from both chipmakers and equipment makers. In 2022, the average revenue growth for the top semicon companies was 21.5%, lower compared to 2021 at 39%. Source: Company Data, Khaveen Investments *2022 prorated based on Q1 to Q3 semicon revenue
As seen in the chart below, the semiconductor market grew to over $580 bln in 2022 but is a slowdown compared to its high growth of 26.2% in 2022 and had a 10-year average of 7.6%. Moreover, we identified the key factors affecting the growth outlook of each of the top chipmakers, foundries and equipment makers, as well as the principal factors driving the entire semicon industry. Our analysis delved into the revenue growth and outlook of the top 10 chipmakers for 2022, the top 5 foundry companies, and the top 5 semicon equipment companies for 2023, using our revenue forecasts as the primary basis for our determinations. In this comprehensive analysis of the semiconductor industry, we conducted an in-depth review of the top 10 semiconductor holdings in the iShares Semiconductor ETF ( NASDAQ: SOXX), focusing on their performance in 2022 based on revenue.
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