The Chip 4: A Semiconductor Elite

The Chip 4: A Semiconductor Elite
by KADEN CHUANG on 08-29-2024 at 6:00 am

Semiconductor Value Chain Market Share II
Can a 4-member alliance reshape the semiconductor industry?
Photo by Harrison Mitchell on Unsplash

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


Webinar: Encouraging Innovation: The Policies and Partnerships Needed to Support Semiconductor Startups

Webinar: Encouraging Innovation: The Policies and Partnerships Needed to Support Semiconductor Startups
by Admin on 03-26-2024 at 2:17 pm

Startups are a critical part of the semiconductor ecosystem, and have been since the birth of the industry, driving growth and innovation in the industry and exploring new frontiers of chip technology. Unfortunately, startups in the semiconductor sector face significant challenges and barriers to entry. Creative and ambitious… Read More


Brexit impact on semiconductors

Brexit impact on semiconductors
by Bill Jewell on 07-24-2016 at 10:00 am

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


10 Predictions for the Future of IoT

10 Predictions for the Future of IoT
by Ahmed Banafa on 04-24-2016 at 7:00 am

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


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


The Semiconductor Landscape – III

The Semiconductor Landscape – III
by Pawan Fangaria on 01-20-2014 at 12:30 pm

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


A Brief History of the Fabless Semiconductor Ecosystem

A Brief History of the Fabless Semiconductor Ecosystem
by Daniel Nenni on 12-05-2012 at 7:00 pm

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


2012 semiconductor market decline likely

2012 semiconductor market decline likely
by Bill Jewell on 08-16-2012 at 9:00 pm

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


SICAS is dead (and WSTS isn’t feeling too good)

SICAS is dead (and WSTS isn’t feeling too good)
by Bill Jewell on 03-13-2012 at 8:16 pm

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