The world semiconductor market was $208 billion in third-quarter 2025, according to WSTS. This marks the first time the market has been above $200 billion. 3Q 2025 was up 15.8% from 2Q 2025, the highest quarter-to-quarter growth since 19.9% in 2Q 2009. 3Q 2025 was up 25.1% from 3Q 2024, the highest growth versus a year earlier since… Read More
ARM’s Quiet Coup in DPUs
The datacenter is usually framed as a contest between CPUs (x86, ARM, RISC-V) and GPUs (NVIDIA, AMD, custom ASICs). But beneath those high-profile battles, another silent revolution has played out: ARM quietly displaced Intel and AMD in the Data Processing Unit (DPU) market.
DPUs — also called SmartNICs… Read More
There is a lot of talk about where Intel went wrong, the latest is missing AI, but people seem to forget one of the more defining blunders in the history of Intel. In April of 2012 Kirk Skaugen, the new general manager of Intel’s client PC group, moderated a Q&A with Mark Bohr, a 33+ year Intel fellow, and Brad Heaney, the Ivy Bridge… Read More
Modern EVs are prime examples of software-defined systems, so I attended a #62DAC panel session hosted by Siemens to learn more from experts at Collins Aerospace, Arm, AMD and Siemens. Here’s the list of panelists that span several domains, and what follows is my paraphrase of the discussion topics.
Panel Discussion
Q: How does… Read More
In a keynote by Michaela Blott, AMD Senior Fellow, at the 62nd Design Automation Conference (DAC) on July 8, 2025, explored the trends shaping the AI revolution, emphasizing inference efficiency and hardware customization. While acknowledging AMD’s efforts in scaling GPUs and achieving energy efficiency goals (30x… Read More
President Donald Trump has initially excluded semiconductors from his latest round of U.S. tariffs. However, he could put tariffs on semiconductors in the future. If tariffs are placed on semiconductors imported to the U.S., how would that affect U.S.-based semiconductor companies? The chart below shows U.S. semiconductor… Read More
With all the Q2-24 results delivered, it is time to remove the clouds of euphoria and panic, ignore the performance claims and the bugs, and analyse the Data Center business, including examining the supply chain up and downstream. It is time to find out if the AI boom in semiconductors is still alive.
We begin the analysis with the … Read More
At #61DAC our very own Daniel Nenni from SemiWiki moderated an informative panel discussion on the topic of 3D IC Design Ecosystem. Panelists included: Deepak Kulkarni – AMD, Lalitha Immaneni – Intel Foundry, Trupti Deshpande – Qualcomm, Rob Aitken – CHIPS, Puneet Gupta – UCLA, Dragomir Milojevic – imec. Each panelist had a brief… Read More
What looks like a modest market expansion strategy is all but modest.
Insights into the Semiconductor Industry and the Semiconductor Supply Chain.
As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More
The state of the Semiconductor Industry before the earnings season. This post will give the industry’s status before the results are revealed. We are sharing the information available.
The first Q2 swallows
A few companies with quarters not aligned to calendar quarters have reported. Nvidia was slightly ahead of expectations,… Read More
