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Semiconductor CapEx Down in 2024 up in 2025

Semiconductor CapEx Down in 2024 up in 2025
by Bill Jewell on 03-30-2025 at 8:00 am

Mar 2025 capex 793x1024

Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42 billion… Read More


Cutting Through the Fog: Hype versus Reality in Emerging Technologies

Cutting Through the Fog: Hype versus Reality in Emerging Technologies
by Kalar Rajendiran on 03-14-2025 at 8:00 am

Collage of three images

Silicon Catalyst is an organization that supports early-stage semiconductor startups with an ecosystem that provides tools and resources needed to design, create, and market semiconductor solutions. It is the only incubator + accelerator focused on the Global Semiconductor Industry and operates with the motto “It’s about… Read More


Accellera at DVCon 2025 Updates and Behavioral Coverage

Accellera at DVCon 2025 Updates and Behavioral Coverage
by Bernard Murphy on 03-11-2025 at 6:00 am

image

As usual I check in on Accellera activities each year at DVCon. Lu Dai (chair) gave an opening talk at the Accellera lunch, with contributions from other speakers on a few topics. In the afternoon I heard an update on PSS 3.0. What follows is a quick summary with my own musings on behavioral coverage.

Notable non-PSS topics

Karsten … Read More


CHIPS Act dies because employees are fired – NIST CHIPS people are probationary

CHIPS Act dies because employees are fired – NIST CHIPS people are probationary
by Robert Maire on 02-23-2025 at 6:00 am

Donald Trump CHIPs Act Cancelled

– NIST to lose 100’s of mainly CHIPS Act people
– If no people are left to administer CHIPS Act it dies by default
– Following USAID play book to kill an unwanted program
– Using the “probationary” clause as excuse to fire recent CHIPS hires

Trump will kill CHIPS Act by gutting NIST employees
Read More

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
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