The Semiconductor Market Downturn Has Started

The Semiconductor Market Downturn Has Started
by Malcolm Penn on 08-07-2022 at 6:00 am

Growth Rate Trends

What we alone said would surely happen, but what was widely denied by the industry, was confirmed with June’s WSTS Blue Book report.  Right on cue with our December 2021 forecast, the current semiconductor Super Cycle is finally drawing to a close and the 17th market downturn has now well and truly started.

The Macro Evidence

At the… Read More


The Roots Of Silicon Valley

The Roots Of Silicon Valley
by Malcolm Penn on 02-09-2022 at 6:00 am

The Roots of Silicon Valley

 

The transistor was successfully demonstrated on December 23, 1947, at Bell Laboratories in Murray Hill, New Jersey, the research arm of American Telephone and Telegraph (AT&T).  The three individuals credited with its invention were William (Bill) Shockley Jr., the department head and group leader, John Bardeen… Read More


The Chip Market / China Conundrum

The Chip Market / China Conundrum
by Malcolm Penn on 02-28-2021 at 2:00 pm

China Taiwan Chip Dilema

In its February 20, 2021 edition, the Economist published an article entitled “How to kill a democracy; China faces fateful choices, especially involving Taiwan”.  It went on to quote “To many Chinese, the island’s conquest is a sacred national mission” as well as a by-line “America is losing its ability to deter a Chinese attack… Read More