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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


CES 2025: All In on AI and Proposed Tariffs

CES 2025: All In on AI and Proposed Tariffs
by Bill Jewell on 01-15-2025 at 2:00 pm

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CES 2025 was held last week in Las Vegas. We at Semiconductor Intelligence attended for our tenth CES. The event had over 140,000 attendees and over 4,500 exhibitors.

U.S. Consumer Electronics Market
Brian Comiskey of the Consumer Technology Association (CTA) presented on technology trends in 2025. The key theme was advances… Read More


2025 Outlook with Matt Burns of Samtec

2025 Outlook with Matt Burns of Samtec
by Daniel Nenni on 01-09-2025 at 10:00 am

Matt Burns Samtec

My good friend Matthew Burns develops go-to-market strategies for Samtec’s Silicon-to-Silicon solutions. Over the course of 25 years, he has been a leader in design, applications engineering, technical sales and marketing in the telecommunications, medical and electronic components industries. Matt holds a B.S. in Electrical… Read More


Semiconductor Industry Update Webinar – Registration Now Open

Semiconductor Industry Update Webinar – Registration Now Open
by Daniel Nenni on 01-07-2025 at 10:00 am

Semiconductor Futures 2025

At first glance, the headline annualized semiconductor market growth numbers remain strong, with HBM Memory leading the way and AI GPUs continuing to sell in a frenzy. However, a deeper dive into the details reveals a much bleaker picture. Inventory levels remain stubbornly high, and mainstream capacity utilization rates are… Read More


WEBINAR: 2025 Semiconductor Year in Preview

WEBINAR: 2025 Semiconductor Year in Preview
by Daniel Nenni on 01-03-2025 at 6:00 am

Webinar 2025 semiconductor year in preview

TechInsights has been in the semiconductor analysis business for more than 35 years and is THE most trusted source of semiconductor information. TechInsights started as a reverse engineering and IP analysis company but has grown into much more. I remember waiting for the teardown reports before buying electronics to make sure… Read More


Consumer memory slowing more than AI gaining

Consumer memory slowing more than AI gaining
by Robert Maire on 12-23-2024 at 10:00 am

Micron Idaho Fabs
  • Consumer memory slowing more than AI gaining causing weakness
  • HBM sold out for 2025- HBM is most of Capex- NAND near zero
  • Big miss on Q1 guide crushes stock on disappointment
  • Positive for Nvidia- Negative for Broadcom/Qualcomm
Micron – AI is wonderful & growing out of bounds while consumer sucks

Micron reported in line… Read More


If you believe in Hobbits you can believe in Rapidus

If you believe in Hobbits you can believe in Rapidus
by Robert Maire on 12-20-2024 at 6:00 am

Rapidus Fab Japan

– Semicon Japan super crowded but outlook still uncertain/muted
– Slow analysts finally capitulate on weakening 2025 WFE outlook
– Article confirms our view on chip equip lobbying for China sales
– TSMC continues dominate, China slows, Samsung/Intel weak

Semicon Japan crowded but muted

We attended… Read More


Thanks for the Memories

Thanks for the Memories
by Bill Jewell on 12-12-2024 at 8:00 am

Semiconductor Market Average Change 2024

The December 2024 WSTS forecast called for strong 2024 semiconductor market growth of 19%. However, the strength is limited to a few product lines. Memory is projected to grow 81% in 2024. Logic is expected to grow 16.9%. The micro product line should show only 3.9% growth, while discretes, optoelectronics, sensors and analog … Read More


How I learned Formal Verification

How I learned Formal Verification
by Daniel Nenni on 12-11-2024 at 10:00 am

Bing Xue

Bing Xue is a dedicated Formal Verification Engineer at Axiomise, with a strong academic and professional foundation in hardware verification. He completed his PhD at the University of Southampton, where he conducted cutting-edge research on Formal Verification, RISC-V, and the impact of Single Event Upsets. Bing is … Read More


Accellera 2024 End of Year Update

Accellera 2024 End of Year Update
by Bernard Murphy on 12-11-2024 at 6:00 am

logo accellera min

From my viewpoint, standards organizations in semiconductor design always looked like they were “sharpening the saw”: further polishing/refining what we already have but not often pushing on frontiers. Very necessary of course to stabilize and get common agreement in standards but equally always seeming to be behind the innovation… Read More