The Best Analyst Presentation at SEMI ISS 2016!

The Best Analyst Presentation at SEMI ISS 2016!
by Daniel Nenni on 01-22-2016 at 5:00 pm

The problem I have with semiconductor analysts and media today is that they rarely have depth in what they are talking about. Some because they have never actually worked in the industry and others because they have not worked in the industry since the 1970s. One famed analyst even repeated the mythical “Fabs cost $10B” generalization… Read More


Reshoring Semiconductor Manufacturing

Reshoring Semiconductor Manufacturing
by Paul McLellan on 06-06-2013 at 5:29 pm

So where in the world do you think semiconductor manufacturing is increasing the fastest? OK, Taiwan, that was pretty easy. But in second place, with over 20% of the world’s semiconductor equipment capital investment is the US. Growing faster than Europe, China, Japan and equal with Korea.

This was not the case half a dozen… Read More