SemiWiki webinar 800x100 Feb 2025 V2 (1)
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Weak Semiconductor Start to 2025

Weak Semiconductor Start to 2025
by Bill Jewell on 02-19-2025 at 6:00 pm

Semiconductor Market Change 2025

WSTS reported the global semiconductor market in 4th quarter 2024 was $170.9 billion, up 17% from a year earlier and up 3% from 3rd quarter 2024. The full year 2024 market was $628 billion, up 19.1% from 2023.

We at Semiconductor Intelligence give a virtual award for the most accurate semiconductor market forecast for the year. The… Read More


Samtec Advances Multi-Channel SerDes Technology with Broadcom at DesignCon

Samtec Advances Multi-Channel SerDes Technology with Broadcom at DesignCon
by Mike Gianfagna on 02-18-2025 at 6:00 am

Samtec Advances Multi Channel SerDes Technology with Broadcom at DesignCon

There were many announcements and significant demonstrations of new technology at the recent DesignCon. The show celebrated its 30th anniversary this year and it has grown quite a bit. As in past years Samtec had a commanding presence at the show. There will be more about that in a moment, but first I want to focus on a substantial … Read More


Outlook 2025 with David Hwang of Alchip

Outlook 2025 with David Hwang of Alchip
by Daniel Nenni on 02-17-2025 at 10:00 am

Dave Huang

Dave Hwang joined Alchip in 2021 as General Manager of Alchip’s North America Business Unit.  He also serves as Senior Vice President, Business Development.  Prior to join Alchip, Dave served as Vice President, Worldwide Sales and Marketing for Global Unichip and in a variety of management and technical roles at TSMC.  He holds… Read More


Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules

Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules
by Robert Maire on 02-16-2025 at 10:00 am

Robert Maire Semiconductor Advisors
  • News reports that Trump will change CHIPS Act to suit his views
  • We specifically predicted this months ago as deals closed 11th hour
  • Blue states, enemies list & foreign entities likely to get cut
  • Big changes/cuts likely to a program Trump roundly criticized

Reuters: Exclusive: Trump prepares to change US CHIPS Act conditions,Read More


AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?

AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?
by Robert Maire on 02-16-2025 at 6:00 am

Robert Maire Semiconductor Advisors
  • QTR was just “in-line” but guide was below expectations
  • We think its not just China export rules but share loss as well
  • Leading edge is strong but obviously not enough to offset China
  • Memory remains weak-Foundry (TSMC) is the primary driver
Headwinds slow growth to flat

Applied reported $7.166B in revenues and Non … Read More


2025 Outlook with Oliver Jones of Sondrel

2025 Outlook with Oliver Jones of Sondrel
by Daniel Nenni on 02-10-2025 at 10:00 am

Oliver Jones Sondrel
Ollie is a commercially astute senior leader with over 20 years of experience in strategy, business development and sales across the technology and engineering sectors, with a strong track record in scaling businesses and driving growth. He has held commercial leadership roles in FTSE 100, private equity-backed, and startup
Read More

IEDM 2025 – TSMC 2nm Process Disclosure – How Does it Measure Up?

IEDM 2025 – TSMC 2nm Process Disclosure – How Does it Measure Up?
by Scotten Jones on 02-10-2025 at 6:00 am

Figure 1

Initial thoughts

At IEDM held in December 2024, TSMC presented: “2nm Platform Technology featuring Energy-efficient Nanosheet Transistors and Interconnects co-optimized with 3DIC for AI, HPC and Mobile SoC Applications,” the authors are:

Geoffrey Yeap, S.S. Lin, H.L. Shang, H.C. Lin, Y.C. Peng, M. Wang, PW Wang, CP Lin, KF… Read More


KLAC Good QTR with AI and HBM drive leading edge and China is Okay

KLAC Good QTR with AI and HBM drive leading edge and China is Okay
by Robert Maire on 02-05-2025 at 6:00 am

Robert Maire Semiconductor Advisors

– KLA put up a good qtr & year with consistent growth
– AI & HBM are the main drivers of leading edge which helps KLA
– China slowing but not too fast, Outlook OK but not super
– Wafer inspection is huge but reticle inspection continues to slip

KLA reports good quarter and OK outlook

KLA reported revenues… Read More


2025 Outlook with Larry Zu of Sarcina Technology

2025 Outlook with Larry Zu of Sarcina Technology
by Daniel Nenni on 01-21-2025 at 10:00 am

Larry Zu

Tell us a little bit about yourself and your company. 

I’m Larry Zu, Founder and CEO of Sarcina Technology. I’ve grown Sarcina from just designing packages for a few small companies to handling the entire post-silicon ecosystem, including package design, assembly, testing, qualification and production services for the top … Read More


CEO Interview: John Chang of Jmem Technology Co., Ltd.

CEO Interview: John Chang of Jmem Technology Co., Ltd.
by Daniel Nenni on 01-17-2025 at 6:00 am

Jmem Tek CEO John

John Chang, founder and CEO of JMEMTEK, combines technical expertise and business acumen to lead the company in addressing critical hardware security challenges. With a PhD candidate in Electro Physics at National Yang Ming Chiao Tung University and dual bachelor’s degrees in Electrical Engineering and Banking and Finance… Read More