Charles Shi, semiconductor analyst at Needham & Company, an US-based investment bank and asset management firm, hosted an expert call on semiconductor cycles with Malcolm Penn, Founder and CEO of Future Horizons on 18 August 2022, with over 100 financial analysts in attendance. The following bulletin is a summary of the… Read More
Dan is joined by Malcolm Penn, founder and CEO of Future Horizons, a firm that provides industry analysis and consulting services on the global semiconductor industry.
Dan and Malcolm discuss the current and future state of the semiconductor industry. What has driven the cyclic nature of the business and are we doomed to repeat… Read More
Earlier this year semiconductor oracle Malcom Penn did his 2022 forecast which I covered here: Are We Headed for a Semiconductor Crash? The big difference with this update is the black economic clouds that are looming which may again highlight Malcolm’s forecasting prowess. I spent an hour with Malcolm and company on his Zoom cast… Read More
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
Dan is joined by Malcolm Penn, long-term semiconductor industry veteran and founder of Future Horizons, Dan and Malcolm review their last discussion on 2021 forecasts, which produced aggressive numbers many said were too optimistic. Their predictions turned out to be on the mark.
They also explore the topic of 2022 -what … 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
Now that we have gone virtual, life has never been easier, for me anyway. There are literally events every day beamed into my living room. The question is which should I attend? The answer is I should attend the ones with the most customer-based content, which is what User2User is all about. I will miss attending this one live as it was… Read More
First the good news: 4G LTE design in activity is off the charts as OEMs building smartphones, tablets and Ultrabooks are buying into the capability for product rollouts that will occur starting in September. Now the bad news: there’s not enough to go around until probably well into 2013. For a Company sitting on over $26B in cash,… 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
In a previous blog, Black Friday and the Predicted Semiconductor Shortages, I reported that total semiconductor manufacturing capacity is shrinking as older fabs close and new ones ramp up even slower than expected, resulting in a record reduction of total wafer capacity and silicon allocation starting in 2010. DRAM shortages… Read More