Semiconductors Not as Bad as Expected!

Semiconductors Not as Bad as Expected!
by Bill Jewell on 08-24-2020 at 4:00 pm

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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


Yelling fire in a crowded chip factory

Yelling fire in a crowded chip factory
by Don Dingee on 03-28-2016 at 4:00 pm

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


SEMICO Impact 2013 Next Wednesday

SEMICO Impact 2013 Next Wednesday
by Paul McLellan on 11-01-2013 at 5:54 pm

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
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