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
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
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
– 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 MoreWeak Semiconductor Start to 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
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
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
- 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?
- 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
Rethinking Multipatterning for 2nm Node