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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,
The EDA (Electronic Design Automation) and semiconductor industries are experiencing a transformative shift—one that’s being powered by the rise of Agentic AI. If you attended this year’s SNUG, CDNLive, and/or DAC 2025, you couldn’t miss it: agentic AI was the hot topic, dominating keynotes, demos, and booth conversations… Read More
– Lam put up good numbers but H2 outlook was flat with unknown 2026
– China remains high & exposed at 35% of biz while US is a measly 6%
– Unclear if this is peak, pause, digestion, technology or normal cycle
– Coupled with ASML soft outlook & stock run ups means profit taking
As the demand for high-capacity, low-latency wireless networks explodes across residential, enterprise, and industrial environments, a Canadian innovator is quietly reshaping the way Wi-Fi works—from the silicon up. Edgewater Wireless (TSXV:YFI/OTC:KPIFF), headquartered in Ottawa, is pioneering a transformative… Read More
Designing a system-on-chip (SoC) has never been more complex—or more critical. With accelerating demands across AI, automotive, and high-performance compute applications, today’s SoC architects face a series of high-stakes tradeoffs from the very beginning. Decisions made during the earliest phases of design—regarding… Read More
According to a recent whitepaper by Samtec, Channel Operating Margin (COM) didn’t start as an algorithm; it started as a truce. In the late 2000s and early 2010s, interconnect designers and SerDes architects were speaking past each other. The former optimized insertion loss, return loss, and crosstalk against frequency-domain… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet