In the early stages of the global COVID-19 pandemic, most forecasters expected the semiconductor market to decline in 2020, including our May Semiconductor Intelligence projection of a 6% drop. However, the semiconductor market has shown surprising strength so far this year. WSTS reported the 2Q 2020 semiconductor market … Read More
Tag: semico
Yelling fire in a crowded chip factory
Semiconductor market forecasts for 2016 are all over the place. Jim Handy and Tom Starnes floated a report in January looking for 10% growth. Jim Feldhan at Semico turned outright negative at -0.3% just a couple weeks ago. Tossing out the high and low scores, analysts tracked by GSA range from 0.3% to 7.0% in March updates. What’s … Read More
Can Intel Catch Samsung? Can Anybody Catch Samsung?
As a professional conference attendee I see a lot of keynotes, some good and some bad. I saw a great one from Kurt Shuler at the SEMICO IP Impact Conference last week. Why this conference was not standing room only I do not know. Kurt’s characterization of the semiconductor industry was well worth the price of admission. I didn’t actually… Read More
SEMICO Impact 2013 Next Wednesday
Semico’s IMPACT 2013 IP event is next Wednesday November 6th at the DoubleTree Hilton in San Jose.
Here’s what you get if you attend. Keynotes from:
- Kurt Shuler of Arteris. Give him some hard questions about Qualcomm who have just acquired their technology and engineering team
- Chris Rowen of Tensilica, recently acquired