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
Tag: tsmc
Analog Bits at the 2025 Design Automation Conference #62DAC
Analog Bits attends a lot of events. I know because I see them a lot in my travels. Lately, the company has been stealing the show with cutting-edge analog IP on a broad range of popular nodes and a strategy that will change the way design is done. Analog Bits is quietly rolling out a new approach to system design. One that delivers a holistic… Read More
Alchip’s Technology and Global Talent Strategy Deliver Record Growth
Alchip Technologies Ltd., a global leader in high-performance computing (HPC) and artificial intelligence (AI) ASIC design and production services, continues its trajectory of rapid growth and technical leadership by pushing the boundaries of advanced-node silicon, expanding its global design capabilities, and building… Read More
TSMC Describes Technology Innovation Beyond A14
The inaugural event for the 2025 TSMC Technology Symposium recently concluded in Santa Clara, California. This will be followed by events around the world over the next two months. We have summarized information from this event regarding process technology innovation and advanced packaging innovation. Overall, the A14 process… Read More
Emerging NVM Technologies: ReRAM Gains Visibility in 2024 Industry Survey
A recent survey of more than 120 anonymous semiconductor professionals offers a grounded view of how the industry is evaluating non-volatile memory (NVM) technologies—and where things may be heading next.
The 2024 NVM Survey, run in late 2024 and promoted through various semiconductor-related platforms and portals including… Read More
TSMC 2025 Technical Symposium Briefing
At the pre-conference briefing, Dr. Kevin Zhang gave quite a few of us media types an overview of what will be highlighted at the 2025 TSMC Technical Symposium here in Silicon Valley. Since most of the semiconductor media are not local this was a very nice thing to do. I will be at the conference and will write more tomorrow after the … Read More
Semiconductor Tariff Impact
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 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
- 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?
- 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
