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
Nov. 21, 2024
SIA Reception at 5:00 pm
Dinner, Awards Presentations, & Keynote Remarks at 6:30 pm
After-Dinner Reception at 8:30 pm
Location:
Signia by Hilton San Jose
170 S Market St
San Jose, Calif.95113
On July 1, Daniel Nenni posted his thoughts on the impact of Brexit (the vote by the UK to leave the European Union) on semiconductors. In general I agree with his points. Below is my take on the issue.
The long term impact of Brexit is uncertain. The UK will likely negotiate a trade agreement with the EU which includes free trade between… Read More
A Google search for “Internet of Things” term reveals over 280,000,000 results, thanks to the media making the connection between the smart home, wearable devices, and the connected automobile, IoT has begun to become part of the popular parlance. But that’s not the complete picture, according to Gartner’s… Read More
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
In continuation to my earlier observations and anticipations (landscape1, landscape2) which came up to my expectations, I was further inspired to ponder over the macros of our ever growing semiconductor industry. We may argue the business is stagnating, we may argue that the pace of scaling is slowing, but when I look back at the… Read More
Clearly the fabless semiconductor ecosystem is driving the semiconductor industry and is responsible for both the majority of the innovation and the sharp decline in consumer electronics costs we have experienced. By definition, a fabless semiconductor company does not have to spend the time and money on manufacturing related… Read More
The worldwide semiconductor market in 2Q 2012 was $73.1 billion, according to WSTS data released by the SIA. 2Q 2012 was up 4.7% from 1Q 2012 but down 2.0% from 2Q 2011. Major semiconductor companies are generally expecting slower revenue growth in 3Q 2012 versus 2Q 2012. The table below shows revenue estimates for calendar 3Q 2012… Read More
The SICAS (Semiconductor Industry Capacity Statistics) program has been discontinued after the release of the 4Q 2011 data, available through the SIA at http://www.sia-online.org/industry-statistics/semiconductor-capacity-utilization-sicas-reports/
The latest report stated: “Due to significant changes in the… Read More
The economic news lately has been bleak. U.S. GDP grew at an anemic 0.4% in 1Q 2011 and 1.0% in 2Q 2011 – leading to increased concerns about a double-dip recession. High government debt levels in the U.S. and several European nations have contributed to volatile stock markets. The news does not seem to be any better for the semiconductor… Read More
