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Tell us a little bit about yourself and your company.
I’m Larry Zu, Founder and CEO of Sarcina Technology. I’ve grown Sarcina from just designing packages for a few small companies to handling the entire post-silicon ecosystem, including package design, assembly, testing, qualification and production services for the top … Read More
John Chang, founder and CEO of JMEMTEK, combines technical expertise and business acumen to lead the company in addressing critical hardware security challenges. With a PhD candidate in Electro Physics at National Yang Ming Chiao Tung University and dual bachelor’s degrees in Electrical Engineering and Banking and Finance… Read More
CES 2025 was held last week in Las Vegas. We at Semiconductor Intelligence attended for our tenth CES. The event had over 140,000 attendees and over 4,500 exhibitors.
U.S. Consumer Electronics Market
Brian Comiskey of the Consumer Technology Association (CTA) presented on technology trends in 2025. The key theme was advances… Read More
Zeynep is a co-founder and the Chief Executive Officer of 35ELEMENTS Corp., the GaN solutions company, which spun off from the University of Illinois at Urbana Champaign. She worked in small and large semiconductor companies, and managed operations of an equipment manufacturing business. She completed her B.S. and M.S. in EE,… Read More
My good friend Matthew Burns develops go-to-market strategies for Samtec’s Silicon-to-Silicon solutions. Over the course of 25 years, he has been a leader in design, applications engineering, technical sales and marketing in the telecommunications, medical and electronic components industries. Matt holds a B.S. in Electrical… Read More
At first glance, the headline annualized semiconductor market growth numbers remain strong, with HBM Memory leading the way and AI GPUs continuing to sell in a frenzy. However, a deeper dive into the details reveals a much bleaker picture. Inventory levels remain stubbornly high, and mainstream capacity utilization rates are… Read More
TechInsights has been in the semiconductor analysis business for more than 35 years and is THE most trusted source of semiconductor information. TechInsights started as a reverse engineering and IP analysis company but has grown into much more. I remember waiting for the teardown reports before buying electronics to make sure… Read More
Micron reported in line… Read More
– Semicon Japan super crowded but outlook still uncertain/muted
– Slow analysts finally capitulate on weakening 2025 WFE outlook
– Article confirms our view on chip equip lobbying for China sales
– TSMC continues dominate, China slows, Samsung/Intel weak
We attended… Read More
The December 2024 WSTS forecast called for strong 2024 semiconductor market growth of 19%. However, the strength is limited to a few product lines. Memory is projected to grow 81% in 2024. Logic is expected to grow 16.9%. The micro product line should show only 3.9% growth, while discretes, optoelectronics, sensors and analog … Read More
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