Dan and Mike are joined by Malcolm Penn, 50-year semiconductor industry veteran and founder and CEO of Future Horizons. Dan and Mike explore the evolution of the semiconductor supply chain, how we got to the current state of shortages and what the future may hold. Drawing on his substantial knowledge of the industry, Malcolm makes… Read More
The semiconductor shortage has really caught the world’s attention. Friends and family who don’t really know what a semiconductor is now ask me to explain it. This is great news for the semiconductor industry for different reasons which I will discuss here. We can also discuss the downside risks.
First, let’s look at a bit of semiconductor… Read More
The global semiconductor market grew 21.6% for the year 2017, according to World Semiconductor Trade Statistics (WSTS). The market was much stronger than anticipated at the beginning of year. Semiconductor Intelligence tracked publicly available forecasts to determine which was the most accurate. We used forecasts made … Read More
The above quote is attributed to both physicist Niels Bohr and baseball’s Yogi Berra. The statement certainly applies to predicting the semiconductor market. Semiconductors operate on physical principles. However the market for semiconductors is affected by numerous factors. The outcome of a baseball game can be determined… Read More
TSMC just finished theQ1 conference call. I will let the experts haggle over the wording of the financial analysis, but the big news is that TSMC 28nm Q1 revenue was 5%, beating my guess of 4%. So all of you who bet against TSMC 28nm it’s time to pay up! Coincidentally, I’m in Las Vegas where the term deadbeat is taken literally!
Per my … Read More
Yield, no topic is more important to the semiconductor ecosystem. After spending a significant part of my career on Design for Manufacturability (DFM) and Design for Yield (DFY), I’m seriously offended when semiconductor professionals make false and misleading statements that negatively affects the industry that … Read More
