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Global Semiconductor Alliance Ecosystem Summit Trip Report!

Global Semiconductor Alliance Ecosystem Summit Trip Report!
by Daniel Nenni on 10-10-2011 at 7:06 pm

Being an internationally recognized industry blogger (IRIB) does have its benefits, one of which is free invites to all of the cool industry conferences! The presentations are canned for the most part but you can learn a lot at the breaks and exhibits if you know the right questions to ask, which I certainly do.

The GSA Semiconductor
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Semiconductor equipment spending beginning to decline

Semiconductor equipment spending beginning to decline
by Bill Jewell on 09-25-2011 at 7:41 pm

Semiconductor manufacturing equipment shipments have leveled off after a strong rebound from the 2008-2009 downturn. August 2011 three-month-average shipments based on combined data from SEMI (North American and European companies) and SEAJ (Japanese companies) were $2.9 billion, down from a peak of $3.2 billion in May Read More


Economic news not all bad for semiconductors

Economic news not all bad for semiconductors
by Bill Jewell on 08-30-2011 at 2:06 pm



The economic news lately has been bleak. U.S. GDP grew at an anemic 0.4% in 1Q 2011 and 1.0% in 2Q 2011 – leading to increased concerns about a double-dip recession. High government debt levels in the U.S. and several European nations have contributed to volatile stock markets. The news does not seem to be any better for the semiconductorRead More


ISSCC Semiconductors for Healthy Living

ISSCC Semiconductors for Healthy Living
by Daniel Nenni on 02-26-2011 at 4:19 pm

Not only do I enjoy San Francisco, I really enjoy the International Solid-State Conference that was held in San Francisco again last week. This was ISSCC #57 I believe. ISSCC attracts a different crowd than other semiconductor conferences, probably because there are no exhibits and no sales and marketing nonsense, just serious… Read More


Semiconductor Forecast 2010-2011 Update!

Semiconductor Forecast 2010-2011 Update!
by Daniel Nenni on 10-03-2010 at 10:35 pm

It’s that time of the quarter again, where the semiconductor analysts revise forecasts, passing off glorified guesstimates as valid financial planning data. They aren’t forecasts! They are observations! I blame these hacks for the 12.5% Silicon Valley unemployment rate! I blame these hacks for the dwindling available capitol… Read More


The New Semiconductor Economy

The New Semiconductor Economy
by Daniel Nenni on 07-04-2010 at 1:29 pm

Bill Wiseman of McKinsey & Company presented “Waking up to the new normal, the world economy after the great recession” at a recent ITAC GSA Conference. Bill supports my previous semiconductor financial predictions in great and graphical detail.

In the United States: unemployment claims are up, home sales are down without… Read More


Warning Signs for Semiconductors!

Warning Signs for Semiconductors!
by Daniel Nenni on 06-13-2010 at 9:39 pm

Federal Reserve Chairman Ben Bernanke recently testified before Congress that the U.S. economy is recovering, and he predicts the nation will not experience a double-dip recession, or as I predicted a big “V” then a small “v” in my blog: China Semiconductor Bubble.

Bill Jewel from Semiconductor Intelligence agrees with Bernanke:… Read More


Semiconductor Capacity Shortages 2010

Semiconductor Capacity Shortages 2010
by Daniel Nenni on 05-31-2010 at 7:25 pm

In a previous blog, Black Friday and the Predicted Semiconductor Shortages, I reported that total semiconductor manufacturing capacity is shrinking as older fabs close and new ones ramp up even slower than expected, resulting in a record reduction of total wafer capacity and silicon allocation starting in 2010. DRAM shortages… Read More


Semiconductor Industry 2025

Semiconductor Industry 2025
by Daniel Nenni on 03-21-2010 at 8:56 pm

The 2010 ISSCC theme was all about “Sensing the Future” and was one of the most inspiring semiconductor conferences I have experienced. The halls were filled with the top names in semiconductor design and manufacture from around the world. The sessions highlighted not only technology breakthroughs (first 4G silicon), but new… Read More