Semiconductor capital expenditures (CapEx) increased 35% in 2021 and 15% in 2022, according to IC Insights. Our projection at Semiconductor Intelligence is a 14% decline in CapEx in 2023, based primarily on company statements. The biggest cuts will be made by the memory companies, with a 19% drop. CapEx will drop 50% at SK Hynix… Read More
Podcast EP171: A Discussion of an EDA Revenue Milestone and the Upcoming DAC with Wally Rhines
Dan is joined by Dr. Walden Rhines to discuss the Q1 2023 Electronic Design Market Data report that was just released. SEMI and the Electronic System Design Alliance collect data from almost all of the electronic design automation companies in the world and compile it by product category and region of the world where the sales occurred.… Read More


Consolidation and Competition: Who is Winning the $4.5 Billion Interface IP Race?