Podcast EP86: Negative Outlook for the Semiconductor Industry with Malcolm Penn
Dan is joined by Malcolm Penn, founder and CEO of Future Horizons, a firm that provides industry analysis and consulting services on the global semiconductor industry.
Dan and Malcolm discuss the current and future state of the semiconductor industry. What has driven the cyclic nature of the business and are we doomed to repeat these cycles? Will the industry shrink or grow over the next few years, and what are the factors that will shape these outcomes?
The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the speaker’s employer, organization, committee or any other group or individual.

/
RSS Feed
IEDM 2025 – TSMC 2nm Process Disclosure – How Does it Measure Up?