Semiconductors Slowing in 2025

Semiconductors Slowing in 2025
by Bill Jewell on 11-21-2024 at 2:00 pm

Semiconductor Market Forecasts 2024 SemiWiki

WSTS reported third-quarter 2024 semiconductor market growth of $166 billion, up 10.7 percent from second-quarter 2024. 3Q 2024 growth was the highest quarter-to-quarter growth since 11.6% in 3Q 2016, eight years ago. 3Q 2024 growth versus a year ago was 23.2%, the highest year-to-year growth since 28.3% in 4Q 2021.

Nvidia remained… Read More


Samsung Adds to Bad Semiconductor News

Samsung Adds to Bad Semiconductor News
by Robert Maire on 09-16-2024 at 6:00 am

Samsung Layoffs Intel
  • Samsung follows Intel in staff reductions due to weakness in chips
  • Chip industry split between haves & have nots (AI & rest of chips)
  • Capital spend under pressure – Facing Eventual China issues
  • Stick with monopolies, avoid commodities

Samsung announces layoffs amid weak chip business and outlook
Samsung announced… Read More


SEMICON West- Jubilant huge crowds- HBM & AI everywhere – CHIPS Act & IMEC

SEMICON West- Jubilant huge crowds- HBM & AI everywhere – CHIPS Act & IMEC
by Robert Maire on 07-12-2024 at 6:00 am

Semicon West SF

– We just finished the most happy SEMICON West in a long time
– IMEC stole the show- HBM has more impact than size dictates
– Has Samsung lost its memory mojo? Is SK the new leader?
– AI brings new tech issues with it – TSMC is still industry King

Report from SEMICON West

The crowds at Semicon West were both… Read More


Oops, we did it again! Memory Companies Investment Strategy

Oops, we did it again! Memory Companies Investment Strategy
by Claus Aasholm on 05-08-2024 at 8:00 am

Opps We Did it Again Semiconductor Memory 4

We are in the semiconductor market phase where everybody disagrees on what is going on. The market is up; the market is down. Mobile phones are up…. oh no, now they are down. The PC market is up—oh no, we need to wait until we can get an AI PC. The inflation is high—the consumer is not buying.

For us in the industry, the 13-week financial … Read More


IEDM 2023 – Modeling 300mm Wafer Fab Carbon Emissions

IEDM 2023 – Modeling 300mm Wafer Fab Carbon Emissions
by Scotten Jones on 01-09-2024 at 6:00 am

Figure 1

For the first time ever, IEDM held a sustainability session at the 2023 conference. I was one of the authors who presented an invited paper, the following is a summary of my presentation.

Call to Action

From the United Nations [1]:

“Climate Change is the defining issue of our time, and we are at a defining moment.”

“Without drastic … Read More


Semiconductors Headed Toward Strong 2024

Semiconductors Headed Toward Strong 2024
by Bill Jewell on 11-20-2023 at 6:00 am

Semiconductor Market Change 4Q23

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


Power Delivery Network Analysis in DRAM Design

Power Delivery Network Analysis in DRAM Design
by Daniel Payne on 03-27-2023 at 10:00 am

IR drop plot min

My IC design career started out with DRAM design back in 1978, so I’ve kept an eye on the developments in this area of memory design to note the design challenges, process updates and innovations along the way. Synopsys hosted a memory technology symposium in November 2022, and I had a chance to watch a presentation from SK hynix… Read More


KLAC- Strong QTR and Guide but Backlog mutes China and Economic Impact

KLAC- Strong QTR and Guide but Backlog mutes China and Economic Impact
by Robert Maire on 10-30-2022 at 5:00 pm

KLA SemiWiki 2022

-KLA great quarter & guide as backlog mutes China/Economy
-Patterning starts to catch up to wafer inspection outperform
-China impact is limited to leading edge & specific customers
-Cuts in memory capex less impactful on KLA

KLAC reports strong quarter and good guide

Revenues were $2.7B with EPS of $7.06 versus street… Read More


Semiconductor Decline in 2023

Semiconductor Decline in 2023
by Bill Jewell on 09-22-2022 at 8:00 am

Semiconductor MArket Forecast 2022 1

The semiconductor market dropped 0.8 percent in 2Q 2022 versus 1Q 2022, according to WSTS. The 2Q 2022 decline followed a 0.5% quarter-to-quarter decline in 1Q 2022. The 2Q 2022 revenues of the top 15 semiconductor suppliers match the overall market results, with a 1% decline from 1Q 2022. The results by company were mixed. Memory… Read More


Semiconductors Weakening in 2022

Semiconductors Weakening in 2022
by Bill Jewell on 06-18-2022 at 6:00 am

June 2022 companies

The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus… Read More