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As I sift through mounds of semiconductor press releases trying to figure out the relevance (with mixed results) I consider it a learning experience even when they don’t really tell me anything. This one however tells me two very important things:
1) Arm is a much more competitive company with the new leadership. I saw a noticeable… Read More
-Lam reported in line results on reduced expectations
-Guidance disappoints as memory decline continues
-Memory capex down 50% but still sees “further declines”
-Lam ties future to EUV maybe not good idea after ASML report
We always … Read More
-ASML weakness is evidence of deeper chip down cycle
-When ASML sneezes other chip equip makers catch a cold
-Will backlog last long enough? Will EUV demand hold up?
-“Unthinkable” event, litho cancelations, could shock industry
ASML reported Euro6.7B… Read More
Design IP revenues had achieved $6.67B in 2022, after $5.56B in 2021, or 20.2% growth after 19.4% in 2021 and 16.7% in 2020. IPnest has released the “Design IP Report” in April 2023, ranking IP vendors by category (CPU, DSP, GPU & ISP, Wired Interface, SRAM Memory Compiler, Flash Memory Compiler, Library and I/O, AMS, Wireless… Read More
Shipments of PCs and smartphones were weak in 2022 and continue to decline in 2023. For the first quarter of 2023, IDC estimated PC shipments dropped 29% from a year earlier. This follows a 28% year-to-year decline in 4Q 2022. For the year 2022, PC shipments declined 16% from 2021, the largest year-to-year decline in the history of… Read More
The semiconductor industry has seen a significant shift towards vertical integration of products, expanding from chips to generalized or purpose-built integrated solutions. As software becomes an increasingly critical component of these solutions, leveraging modern software development processes with User Experience… Read More
Up until November of 2022, IC Knowledge LLC was an independent company and had become the world leader in cost and price modeling of semiconductors. In November 2022 TechInsights acquired IC Knowledge LLC and IC Knowledge LLC is now a TechInsights company.
For many years, IC Knowledge has published a database tracking all the 300mm… Read More
This is the 5th webinar in our series of webinars to explore trending topics on materials and semiconductor development. Join us to discover how digital solutions are forming new ways of operating in a fast-paced, highly demanding semiconductor industry.
With data analytics and digital tools, we are setting new standards for
Chiplets appeared on SemiWiki in 2020 and have been a top trending keyword ever since. The question is not IF chiplets will disrupt the semiconductor industry, the question is WHEN? I certainly have voiced my opinion on this (pro chiplet) but let’s hear it from the experts. There was a live panel recently sponsored by Silicon Catalyst… Read More
Automotive appears to be about the only bright spot in the semiconductor market for 2023. Forecasts for the overall semiconductor market range from a decline of 4% to a decline of 20%. Semiconductor companies generally have bleak outlooks for the start of 2023, citing excess inventories ad weak end market demand. The chart below… Read More
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