Semiconductors Slowing in 2025

Semiconductors Slowing in 2025
by Bill Jewell on 11-21-2024 at 2:00 pm

Semiconductor Market Forecasts 2024 SemiWiki

WSTS reported third-quarter 2024 semiconductor market growth of $166 billion, up 10.7 percent from second-quarter 2024. 3Q 2024 growth was the highest quarter-to-quarter growth since 11.6% in 3Q 2016, eight years ago. 3Q 2024 growth versus a year ago was 23.2%, the highest year-to-year growth since 28.3% in 4Q 2021.

Nvidia remained… Read More


IEDM 2023 – Modeling 300mm Wafer Fab Carbon Emissions

IEDM 2023 – Modeling 300mm Wafer Fab Carbon Emissions
by Scotten Jones on 01-09-2024 at 6:00 am

Figure 1

For the first time ever, IEDM held a sustainability session at the 2023 conference. I was one of the authors who presented an invited paper, the following is a summary of my presentation.

Call to Action

From the United Nations [1]:

“Climate Change is the defining issue of our time, and we are at a defining moment.”

“Without drastic … Read More


CEO Interview: David Moore of Pragmatic

CEO Interview: David Moore of Pragmatic
by Daniel Nenni on 12-01-2023 at 6:00 am

PIC BY STEWART TURKINGTON www.stphotos.co.uk

David has almost 25 years of leadership experience in the semiconductor industry. Prior to joining Pragmatic, he served as Chief Strategy Officer at Micron Technology, Inc. He also spent six years at Intel Corporation in various roles, including General Manager of the Programmable Solutions Group, where he led the multi-billion-dollar… Read More


Podcast EP110: The Real Story Behind Cerebras Systems – What It Does and Why It Matters

Podcast EP110: The Real Story Behind Cerebras Systems – What It Does and Why It Matters
by Daniel Nenni on 10-05-2022 at 10:00 am

Dan is joined by Rebecca Lewington, Technology Evangelist at Cerebras Systems. Before Cerebras she held similar roles at Micron Technology, Hewlett Packard Labs and Applied Materials. Rebecca has a master’s degree in mechanical and electrical engineering from the University of London and holds 15 patents.

Rebecca explains… Read More


Semiconductor Growth Moderating

Semiconductor Growth Moderating
by Bill Jewell on 02-17-2022 at 6:00 am

Top Semiconductor Company Revenue 2022

The global semiconductor market in 2021 was $555.9 billion, according to WSTS data released by the Semiconductor Industry Association (SIA). 2021 increased 26.2% from 2020, the largest annual increase since 31.8% in 2010, eleven years ago. We at Semiconductor Intelligence track publicly available semiconductor market forecasts… Read More


Kioxia and Western Digital and the current Kioxia IPO/Sale rumors

Kioxia and Western Digital and the current Kioxia IPO/Sale rumors
by Scotten Jones on 04-06-2021 at 10:00 am

Slide2

There are a lot of articles out right now discussing a possible IPO for Kioxia or sale of the company with Western Digital (WD) and Micron Technology (MT) mentioned as possible acquirers. Kioxia and WD have a partnership for Flash Memory and on March 18th WD gave a presentation on the state of their partnership and what they see as their… Read More


Semiconductors up 6.5% in 2020, >10% in 2021?

Semiconductors up 6.5% in 2020, >10% in 2021?
by Bill Jewell on 02-14-2021 at 6:00 am

Feb 2021 co revised 9

Semiconductor sales in 2020 were $439.0 billion, up 6.5% from $412.3 billion in 2019, according to World Semiconductor Trade Statistics (WSTS).

We at Semiconductor Intelligence have been tracking the accuracy of semiconductor market forecasts from various sources for several years. We look at publicly available projections… Read More


Semiconductor Boom in 2021

Semiconductor Boom in 2021
by Bill Jewell on 11-23-2020 at 6:00 pm

Top Semiconductor Revenue 2020

The third quarter 2020 semiconductor market totaled $114 billion, up 11.0% from second quarter 2020, according to World Semiconductor Trade Statistics (WSTS). The 3Q20 growth was the highest since 11.6% in 3Q16. The strong 3Q20 growth follows a 2.1% decline in 2Q20 versus 1Q20. The second quarter is normally a healthy growth … Read More


Semiconductors up in 2020? Not so fast

Semiconductors up in 2020? Not so fast
by Bill Jewell on 07-24-2020 at 6:00 am

Semiconductor Forecast 2H 2020

Two months ago most forecasts called for a decline in the semiconductor market in 2020 as reported in our Semiconductor Intelligence May 2020 newsletter. The outlook changed in June, as the Worldwide Semiconductor Trade Statistics (WSTS) consensus forecast projected 3.3% growth in 2020. This month IC Insights revised its IC

Read More

Semiconductors flat for second straight year

Semiconductors flat for second straight year
by Bill Jewell on 12-20-2016 at 4:00 pm

The global semiconductor market posted strong 11.6% growth in 3[SUP]rd[/SUP] quarter 2016 from 2[SUP]nd[/SUP] quarter, according to WSTS. This strength is reflected in the 3[SUP]rd[/SUP] quarter revenue growth reported by the major semiconductor suppliers. Of the 12 companies, half (Intel, Samsung, Broadcom, TI, Micron… Read More