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There were quite a few announcements at the Silicon Catalyst event at the Computer History Museum last week. The event itself was eventful with semiconductor legends in the audience and on the stage. First let’s talk about the announcements Silicon Catalyst made then we will talk about the event itself.
In addition to expanding… Read More
U.S. electronics production has been on an accelerating growth trend over the last ten months. Three-month average change versus a year ago (3/12 change) has increased from 0.4% in October 2024 to 6.2% in August 2025. Japan’s 3/12 change has been positive since November 2024, but has been decelerating for most of 2025, reaching… Read More
For markets such as data center, high-performance computing, networking and AI accelerators the battle cry is often “copper is dead”. The tremendous demands for performance and power efficiency often lead to this conclusion. As is the case with many technology topics, things are not always the way they seem. It turns out a lot … Read More
The global semiconductor industry stands at a defining moment in its history. Having surpassed $600 billion in annual revenue, the path to a $1 trillion market is no longer a distant dream but an achievable milestone within the next decade. The annual 2025 Semi Industry Forum, organized by Silicon Catalyst, brings together the… Read More
– First SEMICON in Arizona was great- should make it permanent
– Congress finally wakes up to China issues long after cows are gone
– Memory cycle in support of AI could be huge but scary at same time
– AI demand seems bottomless- but may distort chip industry dynamics
Phoenix SEMICON was wonderful!
The crowds… Read More
Daniel is joined by Dr. Mark Burton, the General Chair for this year’s DVCon Europe. DVCon is the premier conference on the application of languages, tools, and methodologies for the design and verification of electronic systems and integrated circuits.
Mark shares his long history of involvement in DVCon with Dan. He … Read More
In the relentless race to power next-generation artificial intelligence (AI) systems, data connectivity has emerged as the critical bottleneck. As AI models balloon in size—from billions to trillions of parameters—compute resources alone are insufficient. According to Ayar Labs, approximately 70% of AI compute time is … Read More
Global spending on semiconductor manufacturing equipment totaled $33.07 billion in the 2nd quarter of 2025, according to SEMI and SEAJ. 2Q 2025 spending was up 23% from 2Q 2024. China had the largest spending at $11.36 billion, 34% of the total. However, China spending in 2Q 2025 was down 7% from 2Q 2024. Taiwan had the second largest… Read More
At the AI Infra Summit 2025 was a panel conversation that captured the semiconductor industry’s anxieties and hopes. The session, titled “The Impact of AI on Semiconductor Startups,” examined how artificial intelligence is transforming not just what chips can do, but how we design them.
The backdrop is stark. Developing a leading-edge… Read More
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Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea