Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42 billion… Read More
Hello everyone! Welcome to the 2025 DvCon China Conference! As the chair of this conference, l am truly honored to be here with all of you. lt’s exciting to gather together and discuss the latest trends and cutting-edge technologies in the field of design verification.
In recent years, we’ve seen tremendous growth… Read More
We sincerely invite you to attend the annual Silvaco Global User Conference – SURGE. This year’s SURGE China will be held online from 13:00 to 17:00 Beijing time on Friday, January 17, 2025.
SURGE aims to provide a sustainable learning and exchange platform for global customers to share the latest technologies and… Read More
– AMAT has OK QTR but outlook below expectations as 2025 weakens
– Strength in AI cannot offset weakness in the rest of the market
– Increasing headwinds going into 2025 dampen overall outlook
– Weakness combined with regulatory uncertainty reduce valuations
It coulda been… Read More
Electronics production in the major developed countries has been showing slow growth or declines in 2024. United States electronics production three-month-average change versus a year ago (3/12 change) was 0.4% in July 2024, the slowest since the pandemic year of 2020. Growth has been slowing since averaging 6.5% in 2022 and… Read More
Embargoes and other fun stuff in the Semiconductor Tools Market
While this post dives into the semiconductor tool market’s Q2 data, it is also about the senseless embargo game currently in place. The post illustration shows what my notebooks look like as embargoes enforce what they are supposed to suppress and are replaced… Read More
Despite a severe setback, Nvidia pulled it off once again
There have been serious concerns about the ROI on AI and yield problems with Blackwell, but Nvidia pulled it off again and delivered a result significantly above guidance.
Beating the revenue guidance of $28B with 2B$ to just above 30B$, representing 15% QoQ and a 122% YoY … Read More
