The global semiconductor market is now solidly in a turnaround. WSTS revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With our Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q 2023 will be a positive 6%. This will set the stage for… Read More
Dan is joined by Richard Barnett, chief marketing officer and SaaS sales leader at Supplyframe. With more than 25 years of leadership experience in strategic marketing, sales and product management, Richard is recognized as a thought leader on supply chain and strategic sourcing transformation as well as digital marketing … Read More
The semiconductor industry’s incredible juggernaut has been powered by device innovations at its very core. Moreover, present-day enterprises encounter immense competitive pressures and innovations are a key differentiator to maintain their competitive edge1.
“It wasn’t that Microsoft was so brilliant or clever… Read More
Dan is joined by Carl Moore, a semiconductor and yield management expert with a career spanning 40 years. Carl’s held technical management positions across product and test engineering, assembly, manufacturing, and design at established semiconductor companies. Carl is passionate about data analytics and has a reputation… Read More
Dan is joined by Stephen Fairbanks, CEO of Certus Semiconductor. Stephen is an ESD pioneer with over 30 years of experience starting with his time at Intel, SRF Technologies, and now Certus Semiconductor.
Stephen describes the varied challenges of ESD andI/O library design presented by today’s technologies and design… Read More
Japan’s Foundry Morgana: A Journey from Mirage to Reality?Three years ago, I wrote an article about Japan’s semiconductor industry under the title “Japan’s Foundry Morgana.” Back in September 2020, I analyzed the decline of Japan’s once world-leading semiconductor sector and the … Read More
Dan is joined by Chris Shrope. Chris leads high tech product marketing at Model N, a compliance leader for high-tech manufacturers. Chris has deep experience defining product market fit and related new product development activities. He received his MBA and holds certifications in Economics, Law, Product Management and Marketing.… Read More
-Lam reported in line results on reduced expectations
-Guidance disappoints as memory decline continues
-Memory capex down 50% but still sees “further declines”
-Lam ties future to EUV maybe not good idea after ASML report
We always … Read More
-Gordon Moore’s passing reminds us of how far we have come
-One of many pioneers of chip industry-but most remembered
-The most exponential & ubiquitous industry of all times
-“No exponential is forever”- Gordon Moore was an exponential
He will be remembered most for his observation… Read More
-Lam Research chops guidance, outlook & headcount sharply
-Further declines as 2023 will be H1 weighted- No end in sight
-System sales cut by more than half as even service is cut
-Memory is the culprit as expected-Forcing business “reset”
While Lam reported a good December,… Read More
