The semiconductor market declined 6.3% in 3Q 2022 from 2Q 2022, according to WSTS. Based on the outlook for 4Q 2022, the second half of 2022 will be down over 10% from the first half of 2022. The 2H 2022 decline will be the largest half-year decline since a 21% drop in the first half of 2009 versus the second half of 2008 during the great … Read More
Semiconductors sit at the heart of the electronics revolution, and the scaling enabled by Moore’s law has had a transformational impact on electronics as well as society. Traditionally, the relationship between semiconductor companies and their customers has been a function of the volume driven by the customer. In very … Read More
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
“In my mind and in my car, we can’t rewind we’ve gone too far.” – “Video Killed the Radio Star” – The Buggles
I discovered within days of driving home my new BMW X3 last fall that I was a victim of the much ballyhooed chip shortage. Among the features “deleted” from … Read More
Tuomas is an experienced senior executive, with proficiency that ranges from strategy to product development and business management. He began his semiconductor industry career at Texas Instruments, serving for 15 years in increasingly important roles, including general management and profit and loss responsibility for… Read More
Two months ago most forecasts called for a decline in the semiconductor market in 2020 as reported in our Semiconductor Intelligence May 2020 newsletter. The outlook changed in June, as the Worldwide Semiconductor Trade Statistics (WSTS) consensus forecast projected 3.3% growth in 2020. This month IC Insights revised its IC
Recently, the combined market share of the top ten and top twenty semiconductor companies has been increasing, contrary to the trend of the last fifty years. Given the acceleration in mergers and acquisitions that began in 2015, one might assume that, as the semiconductor industry approaches maturity, companies are consolidating… Read More
The “20 Questions with John East” series continues
Most people in the IC business understand very well that TTL products dominated our industry for 30 years or so. They’ll also probably know that TI was the king of TTL. But, if you ask those people what TTL is, most won’t have any idea. If you’re one of those people, rest easy. … Read More
The global semiconductor market is headed for a double-digit decline for the year 2019 after a decline of 15.6% in first quarter 2019 from fourth quarter 2018. According to WSTS (World Semiconductor Trade Statistics) data, this was the largest quarter-to-quarter decline since a 16.3% decline in first quarter 2009, ten years … Read More
The entire history of EDA software tools has enabled engineers to design ICs and SoCs using virtual prototyping, so most of us in the industry are familiar with the idea of modeling and simulating something as complex as an IC before actually starting the manufacturing process. In a complex system like an automobile there are a lot… Read More
