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COVID was certainly a black swan event but semiconductors have seen similar events over the past 50 years, some of which I have experienced personally. The Dot-com bubble comes to mind but there were others. The question is will history repeat itself and the answer, according to Malcolm Penn of Future Horizons, is yes.
Malcolm is… Read More
Based on the Behavioral Sink Experiments in the 1950s it is hard for me to believe that Silicon Valley will continue with the unicorn fueled hyper expansion we are currently experiencing without some very serious repercussions, both social and financial. First let’s talk about the social issues which to me are the most interesting.… Read More
Let’s face it, the semiconductor world has always revolved around Silicon Valley and it always will. After commuting to Silicon Valley from the East Bay (45 miles each way) for the past 30+ years I’m acutely aware of the traffic patterns and how they relate to the economy. With the advent of smartphones I can work or be entertained … Read More