Fabless have fabulous Q1

AMD saw growth in the PC and server markets as WFH continues to push demand for notebooks and servers.

Nvidia gained from crypto mining and Qualcomm from RF IoT and automotive.

Novatek did well from it’s IT products, TVs, and smartphones by maintaining a stable supply and increased prices due to its longstanding, stable, and flexible strategic relationships with Taiwanese foundries UMC, VIS, and TSMC,  China Foundry Nexchip, and Samsung LSI. Hence, Novatek leapfrogged both Marvell and Xilinx for the sixth place while increasing its revenue for 1Q21 by 59.4% YoY.