I Cancelled My Flight

I Cancelled My Flight
by Roger C. Lanctot on 04-05-2020 at 10:00 am

I Cancelled My Flight

Three weeks in to the current period of COVID-19 “social distancing” guidelines I have cancelled already-booked flights to Barcelona (cancellation of Mobile World Congress), Austin, Tex. (cancellation of SXSW), and London (cancelled company meeting). So it seemed logical that I’d cancel my flight to … Read More


Can a Pandemic Stop the Apocalypse?

Can a Pandemic Stop the Apocalypse?
by Roger C. Lanctot on 04-05-2020 at 8:00 am

Can a Pandemic Stop the Apocalypse

The negative impacts of the coronavirus, COVID-19, on the automotive industry continue to radiate out from the closure of factories and dealerships (for vehicle sales, while service operations continue) to employee furloughs and plunging stock prices. At the same time, the global pandemic has begun to undermine the investment… Read More


COVID-19 and Chinese Automotive Innovation

COVID-19 and Chinese Automotive Innovation
by Roger C. Lanctot on 04-01-2020 at 10:00 am

COVID19 and Chinese Automotive Innovation

It’s a shame that the U.S. president and his administration have chosen to criticize and attack China for its poor management of the novel coronavirus crisis. It is rapidly becoming evident that China now knows more than any other country how to effectively confront the pathogen and bring it to its knees.

Rather than reaching

Read More

COVID-19 Chip Cycle – How deep, long and what shape?

COVID-19 Chip Cycle – How deep, long and what shape?
by Robert Maire on 03-26-2020 at 10:00 am

Covid 19 Semiconductors SemiWiki 1

It is a demand driven downturn – harder to predict
It may not be “business as usual” after this virus
What systemic changes could the industry face?

Trying to figure out another cycle-driven by inorganic catalyst

Investors and industry participants in the semiconductor industry who are used to normal cyclical… Read More


Semiconductor COVID-19 Update!

Semiconductor COVID-19 Update!
by Mark Dyson on 03-22-2020 at 10:00 am

COVID 19 Semiconductors SemiWiki

Last week whilst China started to recover from COVID-19 outbreak, the rest of the world was seriously impacted by the growing number of cases as the number of cases and deaths outside of China grew higher than in China. With the rise, many governments around the world belatedly put in measures to prevent the further spread of the … Read More


The End of Mobility as We Know It

The End of Mobility as We Know It
by Roger C. Lanctot on 03-22-2020 at 8:00 am

The End of Mobility as We Know It

The hideous reality of the coronavirus has exposed the hideous realities of the mobility industry with sobering implications for all. At its core, mobility is about moving people in the safest, most efficient, and cost effective ways and suddenly citizens around the world are being told to stop moving and stop congregating.… Read More


Semiconductor Recovery in 2020?

Semiconductor Recovery in 2020?
by Bill Jewell on 02-24-2020 at 6:00 am

GPD 2019 Semiconductors SemiWiki

Semiconductors down 12% in 2019
World Semiconductor Trades Statistics (WSTS) reported the world semiconductor market in 2019 was $412 billion, a 12.1% decline from $469 billion in 2018. Most of the decline was in the memory market (primarily DRAM and Flash) which was down a third from a year ago. However overall semiconductor … Read More


The COVID-19 Virus Outbreak and the Semiconductor Supply Chain

The COVID-19 Virus Outbreak and the Semiconductor Supply Chain
by Mark Dyson on 02-23-2020 at 10:00 am

The COVID 19 virus outbreak and the semiconductor supply chain

Welcome to my weekly roundup of the key semiconductor news from around the world from last week.  The COVID-19 virus outbreak and it’s impact on the semiconductor supply chain continues to dominate the news, but there was also lots of other news from around the world, so please read on.

Let’s start by a review of where the started… Read More


The Tech week that was February 10-14 2020

The Tech week that was February 10-14 2020
by Mark Dyson on 02-16-2020 at 10:00 am

Semiconductor Weekly Summary 1

The new coronavirus outbreak or COVID-19 outbreak, as it is now officially called, continues to dominate the news again this week as currently there is no end forecast to the outbreak, and infection numbers continue to rise. This will have an impact on semiconductor supplies in the coming months and into Q2 as the necessary restrictions… Read More