Supply Issues Limit 2021 Semiconductor Growth

Supply Issues Limit 2021 Semiconductor Growth
by Bill Jewell on 05-23-2021 at 10:00 am

Top Semiconductor Revenues 2021

Worldwide semiconductor shipments were $123.1 billion in 1Q 2021, up 3.6% from 4Q 2020 and up 17.8% from a year ago, according to WSTS. The 3.6% quarter-to-quarter growth was the highest for a first quarter since 1Q 2010, eleven years ago. The strong growth in 1Q21 implies strong growth in the following quarters and for the year 2021.… Read More


TSMC ISSCC 2021 Keynote Discussion

TSMC ISSCC 2021 Keynote Discussion
by Daniel Nenni on 03-01-2021 at 6:00 am

Mark Liu TSMC ISSCC 2021

Now that semiconductor conferences are virtual there are better speakers since they can prerecord and we have the extra time to do a better job of coverage. Even when conferences go live again I think they will also be virtual (hybrid) so our in depth coverage will continue.

ISSCC is one of the conferences we covered live since it’s… Read More


Three Interesting Things from TSMC!

Three Interesting Things from TSMC!
by Daniel Nenni on 01-13-2017 at 12:00 pm

First, the TSMC Museum of Innovation is now open and it’s quite impressive. Located right below Fab 12, it is definitely worth an hour of your time. Second, Morris Chang was on the investor call which made it much more interesting, especially his comments on the recent Report to the President on U.S. semiconductor leadership. Third,… Read More


The TSMC CEO Succession Plan!

The TSMC CEO Succession Plan!
by Daniel Nenni on 10-13-2013 at 8:00 pm

The foundry executive shuffle continues at Samsung, GlobalFoundries, and TSMC. Some expected, some not, the needs of the many outweigh the needs of the few. As I have mentioned before I have no inside knowledge as to who will be named as Dr. Morris Chang’s successor but here is my candidate for the next TSMC CEO.

First, the executive… Read More