The December 2024 WSTS forecast called for strong 2024 semiconductor market growth of 19%. However, the strength is limited to a few product lines. Memory is projected to grow 81% in 2024. Logic is expected to grow 16.9%. The micro product line should show only 3.9% growth, while discretes, optoelectronics, sensors and analog … Read More
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
The Impact of AI on Software and Hardware Development
Part 4 of this series analyzes how AI algorithmic processing is transforming software structures and significantly modifying processing hardware. It explores the marginalization of the traditional CPU architecture and demonstrates how software is increasingly dominating… Read More
KLA reported… Read More
The Impact of the AI Revolution on the Server Manufacturers
While some will designate my research as market research, I view it differently. Having done and bought plenty of market sizing research, I have not seen it lead to any change in behaviour or strategy. It has been used to confirm a strategy already decided and the “great” … Read More
You don’t know you’re at a peak until you start to descend, and Hot Chips 2024 is proof that AI hype is still climbing among semiconductor vendors. Juggernaut Nvidia, startups, hyperscalers, and major companies presented their AI accelerators (GPUs and neural-processing units—NPUs) and touched on the challenges of software,… Read More
Despite a severe setback, Nvidia pulled it off once again
There have been serious concerns about the ROI on AI and yield problems with Blackwell, but Nvidia pulled it off again and delivered a result significantly above guidance.
Beating the revenue guidance of $28B with 2B$ to just above 30B$, representing 15% QoQ and a 122% YoY … Read More
A familiar face in EDA, Greg Lebsack met with me in the Empyrean booth at DAC this year on opening day to provide an update on what’s new. I first met Greg when he was at Tanner EDA, then Mentor and Siemens EDA, so he really knows our industry quite well. The company was a Silver level sponsor of DAC this year, and Empyrean offers tools for… Read More
With all the Q2-24 results delivered, it is time to remove the clouds of euphoria and panic, ignore the performance claims and the bugs, and analyse the Data Center business, including examining the supply chain up and downstream. It is time to find out if the AI boom in semiconductors is still alive.
We begin the analysis with the … Read More
What looks like a modest market expansion strategy is all but modest.
Insights into the Semiconductor Industry and the Semiconductor Supply Chain.
As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More
