Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42 billion… Read More
Tag: semi
ESD Alliance Webinar: Hardware Fuzzing: What? Why? How?
The ESD Alliance, a SEMI Technology Community, is hosting a webinar series, “Savage on Security,” moderated by Warren Savage, Researcher at University of Maryland, Applied Research Laboratory for Intelligence and Security.
Hardware is at the heart of computing systems. However, recent years have seen increased… Read More
Webinar: ESDA Savage on Security 1: Security Constructs for Heterogenous Integration
The ESD Alliance, a SEMI Technology Community, is hosting a webinar series, “Savage on Security,” moderated by Warren Savage, Researcher at University of Maryland, Applied Research Laboratory for Intelligence and Security.
New horizons for semiconductors have been revealed by innovations in heterogeneous… Read More
ASMC 2025
ASMC brings together manufacturers, equipment and materials suppliers, and academia to solve manufacturing challenges with innovative strategies and methodologies.
Advancing Semiconductor Manufacturing Excellence
ASMC is the leading international technical conference for discussing solutions that improve the collective… Read More
SEMIEXPO HEARTLAND 2025
INAUGURAL EVENT FOCUSED ON SMART MANUFACTURING & SMART MOBILITY
DRIVING SEMICONDUCTOR BUSINESS IN THE MIDWEST
Join us for a groundbreaking Midwest conference and tradeshow on April 1-2, 2025, focused on Smart Manufacturing and Smart Mobility with an emphasis on the semiconductor industry! Automotive electronics and… Read More
SEMICON Korea
Beginning with 189 booths in 1987, SEMICON Korea has established itself as an exhibition representing the semiconductor industry thanks to the continuous growth of the Korean semiconductor industry. SEMICON Korea 2025 is scheduled to be held from February 19 to February 21, 2025.
This exhibition will showcase the latest semiconductor… Read More
What if China doesn’t want TSMC’s factories but wants to take them out?
Insights into the Semiconductor Industry and the Semiconductor Supply Chain
I am not an expert in geopolitical issues, but lately, my research has begun to worry me. As I was preparing to be interviewed for Chinese media, I was in my “Chinese Zone”, adapting to what is palatable to a Chinese audience. Maybe my mode provoked the thought:… Read More
Podcast EP216: Q4 2023 is Another Strong Growth Quarter for EDA as Reviewed by Wally Rhines
Dan is joined by Dr. Walden Rhines. Wally is a lot of things, CEO of Cornami, board member, advisor to many and friend to all. In this session, he is the Executive Sponsor of the SEMI Electronic Design Market Data Report.
Wally reviews the Electronic Design Market Data report that was just released for Q4 2023. Growth continues to be… Read More
Podcast EP171: A Discussion of an EDA Revenue Milestone and the Upcoming DAC with Wally Rhines
Dan is joined by Dr. Walden Rhines to discuss the Q1 2023 Electronic Design Market Data report that was just released. SEMI and the Electronic System Design Alliance collect data from almost all of the electronic design automation companies in the world and compile it by product category and region of the world where the sales occurred.… Read More
Podcast EP159: The Fourth Quarter ESDA Market Data Report with Dr. Walden Rhines
Dan discusses the recent Q4 2022 ESDA report with Wally Rhines, Executive Sponsor of the SEMI Electronic Design Market Data report. Overall, the report portrays strong growth and positive results. Dan explores some anomalies in the data and possible reasons with Wally.
Dan also discusses some very interesting events at the upcoming… Read More