Semiconductor Tariff Impact

Semiconductor Tariff Impact
by Bill Jewell on 04-22-2025 at 3:00 pm

US Semiconductor Imports 2024 SemiWiki

President Donald Trump has initially excluded semiconductors from his latest round of U.S. tariffs. However, he could put tariffs on semiconductors in the future. If tariffs are placed on semiconductors imported to the U.S., how would that affect U.S.-based semiconductor companies? The chart below shows U.S. semiconductor… Read More


Semiconductor CapEx Down in 2024 up in 2025

Semiconductor CapEx Down in 2024 up in 2025
by Bill Jewell on 03-30-2025 at 8:00 am

Mar 2025 capex 793x1024

Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42 billion… Read More


Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules

Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules
by Robert Maire on 02-16-2025 at 10:00 am

Robert Maire Semiconductor Advisors
  • News reports that Trump will change CHIPS Act to suit his views
  • We specifically predicted this months ago as deals closed 11th hour
  • Blue states, enemies list & foreign entities likely to get cut
  • Big changes/cuts likely to a program Trump roundly criticized

Reuters: Exclusive: Trump prepares to change US CHIPS Act conditions,Read More


AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?

AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?
by Robert Maire on 02-16-2025 at 6:00 am

Robert Maire Semiconductor Advisors
  • QTR was just “in-line” but guide was below expectations
  • We think its not just China export rules but share loss as well
  • Leading edge is strong but obviously not enough to offset China
  • Memory remains weak-Foundry (TSMC) is the primary driver
Headwinds slow growth to flat

Applied reported $7.166B in revenues and Non … Read More


IEDM 2025 – TSMC 2nm Process Disclosure – How Does it Measure Up?

IEDM 2025 – TSMC 2nm Process Disclosure – How Does it Measure Up?
by Scotten Jones on 02-10-2025 at 6:00 am

Figure 1

Initial thoughts

At IEDM held in December 2024, TSMC presented: “2nm Platform Technology featuring Energy-efficient Nanosheet Transistors and Interconnects co-optimized with 3DIC for AI, HPC and Mobile SoC Applications,” the authors are:

Geoffrey Yeap, S.S. Lin, H.L. Shang, H.C. Lin, Y.C. Peng, M. Wang, PW Wang, CP Lin, KF… Read More


KLAC Good QTR with AI and HBM drive leading edge and China is Okay

KLAC Good QTR with AI and HBM drive leading edge and China is Okay
by Robert Maire on 02-05-2025 at 6:00 am

Robert Maire Semiconductor Advisors

– KLA put up a good qtr & year with consistent growth
– AI & HBM are the main drivers of leading edge which helps KLA
– China slowing but not too fast, Outlook OK but not super
– Wafer inspection is huge but reticle inspection continues to slip

KLA reports good quarter and OK outlook

KLA reported revenues… Read More


2025 Outlook with Randy Caplan of Silicon Creations

2025 Outlook with Randy Caplan of Silicon Creations
by Daniel Nenni on 01-23-2025 at 6:00 am

silicon 8888

Randy Caplan is co-founder and EVP of Silicon Creations. For over 18 years, Randy has helped to grow Silicon Creations into a leading semiconductor IP company with more than 500 customers in over 20 countries, and nearly 100% employee retention. Silicon Creations’ designs have been included in over 1500 mass-produced chips from… Read More


WEBINAR: 2025 Semiconductor Year in Preview

WEBINAR: 2025 Semiconductor Year in Preview
by Daniel Nenni on 01-03-2025 at 6:00 am

Webinar 2025 semiconductor year in preview

TechInsights has been in the semiconductor analysis business for more than 35 years and is THE most trusted source of semiconductor information. TechInsights started as a reverse engineering and IP analysis company but has grown into much more. I remember waiting for the teardown reports before buying electronics to make sure… Read More


The Intel Common Platform Foundry Alliance

The Intel Common Platform Foundry Alliance
by Daniel Nenni on 12-27-2024 at 6:00 am

Common Platform Alliance

When I do a root cause analysis of Intel’s problem it is very simple. If Intel wants to continue to be a leading-edge semiconductor manufacturer, they need to fill their fabs, all of their fabs. Clearly several things need to happen in order to do that but the one that most interests me is on the foundry side.

I think we can all agree that… Read More


What would you do if you were the CEO of Intel?

What would you do if you were the CEO of Intel?
by Daniel Nenni on 12-24-2024 at 10:00 am

Intel BSPD Power Via

One of the most enduring threads in the SemiWiki forum is What would you do if you are the Intel CEO? There are currently 128 responses and more than 45,000 views. It was originally posted March 13th, 2015, after Brain Krzanich was given the CEO position. A different time for sure but an interesting read and the responses keep on coming.… Read More