The Future Horizons Industry Update Webinar, presented today by Malcolm Penn, provides a comprehensive analysis of the semiconductor industry’s current state and future trajectory. Founded in 1989, Future Horizons leverages over 300 man-years of experience, emphasizing impartial insights from facts (e.g., IMF … Read More
Cycuity’s Radix-ST represents a groundbreaking advancement in semiconductor security, addressing the growing complexity and vulnerability of modern chip designs. Introduced on August 27, 2025, by Cycuity, Inc., Radix-ST leverages static analysis techniques to identify and resolve security weaknesses early in the chip… Read More
Our Semiconductor Intelligence June Newsletter showed how U.S. imports of smartphones have been on a downward trend since January 2025, led by China. Other key electronic products have also experienced sharp drops in U.S. imports from China.F
U.S. smartphone imports in May 2025 were $3.03 billion, up slightly from April but … Read More
In the rapidly changing landscape of technology, the semiconductor industry serves as a cornerstone, fueling innovation across multiple sectors. Central to this industry is the semiconductor Intellectual Property (IP)—a vital component that frequently escapes public attention and is instrumental in determining the future… Read More
Semiconductors are ubiquitous in electronics and computing devices, making them essential to developments in AI, advanced military, and the world economy. As such, it is unquestionable that nations attain considerable … Read More
From humble beginnings in military applications, the semiconductor industry has been fundamental to all societal growth, and everything that grows exponentially depends on semiconductors.
It is not a gentle industry. Products over two years old are unsellable, and there is either too much supply or none. Semiconductor scarcity… Read More
When I first saw the Silicon Catalyst business plan 10 years ago I had very high hopes. Silicon Valley design starts were falling and Venture Capital Firms were distracted by software companies even though without silicon there would be no software.
Silicon Catalyst is an organization focused on accelerating silicon-based startups.… Read More
High volume manufacturing is a 24/7 business with 12 hour shifts. You don’t always get to pick the shifts you want and you must cover for others when they can’t. It’s a challenging career and not for the faint of heart like myself.
In the 1980s and 1990s I spent time in Japan working with some of the top Japanese semiconductor manufacturers.… Read More
Semiconductors, apple pie, and the 4th of July are American traditions. You can read about the history of semiconductors in our book “Fabless: The Transformation of the Semiconductor Industry” and the history of Arm in our book “Mobile Unleashed: The Origin and Evolution of Arm processors in our Devices“.… Read More
“The amateurs discuss tactics: the professionals discuss logistics.”
— Napoleon
Logistics is even more important today than it was in the early 1800’s. Further, the effectiveness of Defense systems is increasingly driven by sophisticated electronics. As the recent Ukraine conflict reveals, weapons such as precision munitions,… Read More
