There is a lot of talk about where Intel went wrong, the latest is missing AI, but people seem to forget one of the more defining blunders in the history of Intel. In April of 2012 Kirk Skaugen, the new general manager of Intel’s client PC group, moderated a Q&A with Mark Bohr, a 33+ year Intel fellow, and Brad Heaney, the Ivy Bridge… Read More
Get ready for an electrifying dive into the future of semiconductor design at the 2025 TSMC Global Open Innovation Platform® (OIP) Ecosystem Forum! This isn’t just an event; it’s a dynamic hub where the brightest minds converge to ignite the next wave of innovation.
As the AI revolution… Read More
Get ready for an electrifying dive into the future of semiconductor design at the 2025 TSMC Global Open Innovation Platform® (OIP) Ecosystem Forum! This isn’t just an event; it’s a dynamic hub where the brightest minds converge to ignite the next wave of innovation.
As the AI revolution… Read More
Get ready for an electrifying dive into the future of semiconductor design at the 2025 TSMC Global Open Innovation Platform® (OIP) Ecosystem Forum! This isn’t just an event; it’s a dynamic hub where the brightest minds converge to ignite the next wave of innovation.
As the AI revolution… Read More
Everspin’s recent fireside chat, moderated by Robert Blum of Lithium Partners, offered a crisp look at how the company is carving out a durable niche in non-volatile memory. CEO Sanjeev Agrawal’s core message was simple: MRAM’s mix of speed, persistence, and robustness lets it masquerade as multiple memory classes, data-logging,… Read More
– AMAT has OK Q but horrible guide as China & Leading edge drop
– China finally chokes on indigestion & export issues -$500M hit
– TSMC trims on fab timing causing leading edge to slow -$500M hit
– Cycle which had slowed to single digits has rolled over to negative
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
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 Barshefsky, Reed Hundt, James Plummer, and David Yoffie wrote that Intel shareholders should insist on a split which would create a new, independent,… Read More
– 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
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
