Semiconductors Still Strong in 2025

Semiconductors Still Strong in 2025
by Bill Jewell on 08-14-2025 at 2:00 pm

Semiconductor Market Change 2025

The global semiconductor market in 2Q 2025 was $180 billion, up 7.8% from 1Q 2025 and up 19.6% from 2Q 2024, according to WSTS. 2Q 2025 marked the sixth consecutive quarter with year-to-year growth of over 18%.

The table below shows the top twenty semiconductor companies by revenue. The list includes companies which sell devices… Read More


Should Intel be Split in Half?

Should Intel be Split in Half?
by Daniel Nenni on 08-11-2025 at 6:00 am

Intel Should Not Be Split!

A recent commentary from four former Intel board members argue that Intel should be split into two separate companies with separate CEOs and separate board of directors. Charlene BarshefskyReed HundtJames Plummer, and David Yoffie wrote that Intel shareholders should insist on a split which would create a new, independent,… Read More


Is a Semiconductor Equipment Pause Coming?

Is a Semiconductor Equipment Pause Coming?
by Robert Maire on 08-03-2025 at 10:00 am

John Maire SemiWiki

– Lam put up good numbers but H2 outlook was flat with unknown 2026
– China remains high & exposed at 35% of biz while US is a measly 6%
– Unclear if this is peak, pause, digestion, technology or normal cycle
– Coupled with ASML soft outlook & stock run ups means profit taking

Nice quarter but expected
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Google Cloud: Optimizing EDA for the Semiconductor Future

Google Cloud: Optimizing EDA for the Semiconductor Future
by Admin on 08-02-2025 at 5:00 pm

On July 9, 2025, a DACtv session featured a Google product manager discussing the strategic importance of electronic design automation (EDA) and how Google Cloud is optimizing it for the semiconductor industry, as presented in the YouTube video. The talk highlighted Google Cloud’s role in addressing the escalating complexity… Read More


Musk’s new job as Samsung Fab Manager – Can he disrupt chip making? Intel outside

Musk’s new job as Samsung Fab Manager – Can he disrupt chip making? Intel outside
by Robert Maire on 07-29-2025 at 6:00 am

Elon Musk Samsung Tesla

– Musk chip lifeline to Samsung comes with interesting strings attached
– Musk chose Samsung over Intel-What does that say about Intel?
– Musk will hold sway over Samsung much as Apple/NVDA over TSMC
– Will Musk do a “DOGE” on chip tool makers? How much influence?

Tesla/Samsung $16.5B deal
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Why I Think Intel 3.0 Will Succeed

Why I Think Intel 3.0 Will Succeed
by Daniel Nenni on 07-28-2025 at 6:00 am

Intel 3.0 Logo SemiWiki

Probably one of the most anticipated semiconductor investor calls was held last week and it did not disappoint. It was Lip-Bu Tan’s first full quarter since he took over as CEO. In the resulting discussions on the SemiWiki Forum I am viewed as overly optimistic of Intel’s recent pivot. That is true, I am optimistic, but my observations… Read More


Agile Analog Update at #62DAC

Agile Analog Update at #62DAC
by Daniel Payne on 07-21-2025 at 10:00 am

agile analog min

On the last day of DAC 2025 I met with Chris Morrison, VP of Product Marketing at Agile Analog, to get an update. Their company provides Analog IP, the way you want it, and I knew that they had internal tools and a novel methodology to speed up the development process. This year they have started talking more about their internal IP automation… Read More


CEO Interview with Dr. Noah Sturcken of Ferric

CEO Interview with Dr. Noah Sturcken of Ferric
by Daniel Nenni on 06-30-2025 at 10:00 am

Noah Sturcken headshot

Noah Sturcken is a Founder and CEO of Ferric with over 40 patents issued and 15 publications on Integrated Voltage Regulators. Noah leads Ferric with focus on business development, marketing and new technology development. Noah previously worked at AMD R&D Lab where he developed Integrated Voltage Regulator (IVR) technology.… Read More


The Sondrel transformation to Aion SIlicon!

The Sondrel transformation to Aion SIlicon!
by Daniel Nenni on 06-20-2025 at 7:00 am

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Ollie is a commercially astute senior leader with over 20 years of experience in strategy, business development and sales across the technology and engineering sectors, with a strong track record in scaling businesses and driving growth. He has held commercial leadership roles in FTSE 100, private equity-backed, and startup… Read More