I plan to attend to the GSA European Forum in Munich (April 15-16), so I first looked at the event description and at the impressive speakers list. In such event, the goal is at 50% to listen, and 50% to network with the speakers and the other attendant. The center of gravity is clearly semiconductor, but the event involved speakers … Read More
WP_Term Object ( [term_id] => 114 [name] => Global Semiconductor Alliance [slug] => global-semiconductor-alliance [term_group] => 0 [term_taxonomy_id] => 114 [taxonomy] => category [description] => [parent] => 14433 [count] => 42 [filter] => raw [cat_ID] => 114 [category_count] => 42 [category_description] => [cat_name] => Global Semiconductor Alliance [category_nicename] => global-semiconductor-alliance [category_parent] => 14433 [is_post] => )
Last month I attended the 2018 U.S. Executive Forum where Wally Rhines was one of the keynotes. I was also lucky enough to have lunch with Wally afterwards and talk about his presentation in more detail and he sent me his slides which are attached to the end of this blog.
The nice thing about Wally’s presentations is that they are not … Read More
According to semiconductor trade statistics, 2017 will be the strongest market since 2010 easily recording double digit gains causing the SOX Semiconductor Index to outpace NASDAQ and the other indexes. The question Wall Street people have now is: How much longer will semiconductors be an attractive investment? That question… Read More
The GSA US Executive Forum is in its 5[SUP]th[/SUP] year. It is a time for top level semiconductor executives to meet and try to make sense of a very complex and fast moving industry that has tremendous influence on modern day life. You can see a list of attendees with bios and pictures HERE. There is a lot to talk about (The Future of Drones… Read More
Last Thursday night was the 20[SUP]th[/SUP] annual GSA Awards Dinner which probably hosts one of the largest collections of semiconductor executives. Think of a movie or music awards show with all of the trimmings including Jay Leno as the keynote. I don’t know the exact head count but there were 160 dinner tables with 10 plates … Read More
At the GSA Silicon Summit this afternoon there was a discussion of 3D IC and 2.5D IC. The session was moderated by Javier DeLaCruz of eSilicon and the panelists were:
- Calvin Cheung of ASE (an OSAT)
- Gil Lvey of OptimalTest (a test house)
- Bob Patti of Tezzaron (semiconductor company specializing in TSV-based designs)
- Riko Radojcic
I’m at the GSA Silicon Summit today, at the computer history museum. The first panel session this morning was about future process technology. It was moderated by Joe Sawicki of Mentor with a panel consisting of Rob Aitken from ARM, Paul Farrar of G450C, Peter Huang of TSMC, John Kibarian of PDF Solutions and someone from Applied… Read More
The annual GSA Silicon Summit is coming up in a few weeks. It is on April 10th at the Computer History Museum. Registration is at 9am and the meeting itself gets started at 9.45am. The summit finishes at 2.15pm. There are three sections during the day, and lunch is provided.
The first section is on Advancements in Nanoscale Manufacturing… Read More
Yesterday was Dan Niles’s economic review that he presents quarterly for GSA. As always he starts from big macroeconomic picture and ends up looking at the implications for semiconductor end-markets and thus the implication for semiconductors in general and the fabless ecosystem in particular.
The big picture is that… Read More
This year marks the 20th anniversary of GSA and collaboration around the foundry and fabless ecosystem. Originally GSA was FSA, the fabless semiconductor association. There was a semiconductor associations 20 years ago, the SIA, but that was still the “real men have fabs” era and fabless semiconductor companies… Read More