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AI requires more Silicon capacity
Deep in the supply chain, some wizards turn sand into perfect diamond-structured crystal disks of silicon, which are necessary for the entire semiconductor supply chain.
They are part of the semiconductor supply chain, making Silicon Sand almost a thousand times more valuable.
The glimmer … Read More
My dog yawns every time I say Semiconductor or Semiconductor Supply Chain. Most clients say, “Yawn…. Don’t pontificate – pick the Nasdaq winners for us!”
If you follow along with me, you might gain some insights into what is happening in AI hardware. I will leave others to do the… Read More
Despite murky goals and moving targets, the recent CHIPS Act sets the stage for long term government incentives.
Authored by Jo Levy and Kaden Chaung
On April 25, 2024, the U.S. Department of Commerce announced the fourth, and most likely final, grant under the current U.S. CHIPS Act for leading-edge semiconductor manufacturing.… Read More
Poised for recovery in 2024 and driving toward a historic $1 trillion in revenue, the global semiconductor industry has an incredibly promising future, backed by an unprecedented number of growth drivers, market opportunities, and technology advancements. Nevertheless, amid record greenfield capital investments and government-backed… Read More
This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More
All aspects of semiconductor design and manufacturing require collaboration across a global ecosystem. As complexity increases, so does the importance of good collaboration. This is especially true for advanced package design. Thanks to the movement to multi-die design, package development has become an incredibly difficult… Read More
The global semiconductor market in 1Q 2024 was $137.7 billion, according to WSTS. 1Q 2024 was down 5.7% from 4Q 2023 and up 15.2% from a year ago. The first quarter of the year is typically down seasonally from the fourth quarter of the prior year. However, the 1Q 2024 decline of 5.7% was worse than expected.
Major semiconductor companies… Read More
Most MEMS and sensor companies struggle to find an industrialization partner that can support early-stage research and help develop and transition unique concepts to high-volume production. The wrong partner means delays and increased development costs as the design moves between various facilities. Recently, Silicon … Read More
Ollie Jones, Vice President of Strategic Sales at Sondrel, has worked extensively across Europe, North America and Asia and has held a variety of commercial leadership roles in FTSE 100, private equity owned and start-up companies.
Most recently Ollie was Chief Commercial Officer for an EV battery start up where he led the acquisition… Read More
From humble beginnings in military applications, the semiconductor industry has been fundamental to all societal growth, and everything that grows exponentially depends on semiconductors.
It is not a gentle industry. Products over two years old are unsellable, and there is either too much supply or none. Semiconductor scarcity… Read More
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Intel’s IDM 2.0