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For markets such as data center, high-performance computing, networking and AI accelerators the battle cry is often “copper is dead”. The tremendous demands for performance and power efficiency often lead to this conclusion. As is the case with many technology topics, things are not always the way they seem. It turns out a lot … Read More
In the relentless race to power next-generation artificial intelligence (AI) systems, data connectivity has emerged as the critical bottleneck. As AI models balloon in size—from billions to trillions of parameters—compute resources alone are insufficient. According to Ayar Labs, approximately 70% of AI compute time is … Read More
Global spending on semiconductor manufacturing equipment totaled $33.07 billion in the 2nd quarter of 2025, according to SEMI and SEAJ. 2Q 2025 spending was up 23% from 2Q 2024. China had the largest spending at $11.36 billion, 34% of the total. However, China spending in 2Q 2025 was down 7% from 2Q 2024. Taiwan had the second largest… Read More
At the AI Infra Summit 2025 was a panel conversation that captured the semiconductor industry’s anxieties and hopes. The session, titled “The Impact of AI on Semiconductor Startups,” examined how artificial intelligence is transforming not just what chips can do, but how we design them.
The backdrop is stark. Developing a leading-edge… Read More
Key Takeaways
The Future Horizons Industry Update Webinar, presented today by Malcolm Penn, provides a comprehensive analysis of the semiconductor industry’s current state and future trajectory. Founded in 1989, Future Horizons leverages over 300 man-years of experience, emphasizing impartial insights from facts (e.g., IMF … Read More
Today Alchip Technologies, a Taipei-based leader in high-performance and AI computing ASICs, announced a significant milestone with the successful tape-out of its 3D IC test chip. This achievement not only validates Alchip’s advanced 3D IC ecosystem but also positions the company as a frontrunner in the rapidly evolving field… Read More
– AMAT has OK Q but horrible guide as China & Leading edge drop
– China finally chokes on indigestion & export issues -$500M hit
– TSMC trims on fab timing causing leading edge to slow -$500M hit
– Cycle which had slowed to single digits has rolled over to negative
The global semiconductor market in 2Q 2025 was $180 billion, up 7.8% from 1Q 2025 and up 19.6% from 2Q 2024, according to WSTS. 2Q 2025 marked the sixth consecutive quarter with year-to-year growth of over 18%.
The table below shows the top twenty semiconductor companies by revenue. The list includes companies which sell devices… Read More
According to a recent Samtec whitepaper, in high-data-rate (HDR) architectures, where signals traverse tens to hundreds of gigabits per second, “cable management” isn’t a housekeeping chore, it’s a first-order design variable. The mechanical path a cable takes directly influences channel loss, crosstalk, reliability,
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