The second quarter revenue grew by a meager 20% YoY. Team Green recorded a spike of 103% in inventory levels, resulting in a severe drop in revenue. While the industry suffered as a whole due to excess inventory, NVIDIA was easily the worst hit among the top five.
The delta between the two rivals was as narrow as $500 million. Overall, Qualcomm was the largest fabless chipmaker by revenue, followed by NVIDIA and AMD. The contest between the top three wasn’t even close as Qualcomm and Marvell held the second and third positions respectively with YoY growth rates of 45% and 50%, respectively. With another remarkable year-on-year growth of 70% (in revenue), Team Red is on track to become the fastest-growing chipmaker for two years in a row. AMD continued its growth streak through the first half of 2022, outpacing rivals NVIDIA, Qualcomm, and MediaTek by a fat margin.
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