Can semiconductors help with reducing the carbon footprint of bitcoin mining and other high-performance computing (HPC) applications? Can the overall...
June and July have been busy months from a semiconductor conference perspective. VLSI, IITC, imec IFT America, CEA-Leti Innovation Days,...
According to the Wall Street Journal, (WSJ) the Security and Exchange Commission (SEC) is proposing that public companies be required...
What a time to be in the semiconductor industry! If you’re a chip manufacturer you’re currently being blamed for the...
In my day job in the winter, I work in the ski industry, which is working very hard on sustainability...
Since TSMC made its announcement late in 2020 that they were potentially building a semiconductor fab in Arizona, the reshoring...
Electric Vehicles (EVs) are increasing demand for Cobalt and Lithium: Two of the world’s rare earth minerals that come with...
The semiconductor shortage written about last month seems to have expanded, or at least the panic behind it has...
While working with a committee on evaluating multiple microelectronics companies for their efforts on sustainability an interesting question arose. Is...
My, what a fix the microelectronics industry has gotten itself into! Three crises happening all at the same time: One...
This past week SEMI announced that SEMICON West 2o21 will be a hybrid affair with both a live conference and...
On a trip home from Dresden, Germany, my plane was delayed by fog. A fellow analyst and I just missed...
2020 was a roller coaster of a year from both a forecasting perspective and trying to keep up with shipments....
Intel has been in the news for the first weeks of 2021. While this is not unusual due to CES...
Sustainability is one of today’s hottest topics in the news, and how to improve sustainability efforts is discussed at companies...
The IEDM conference always has a great display of leading-edge technology in the papers, but I always find a great...
It’s December, and a busy three weeks of conferences until most of the semiconductor industry takes a short, two-week respite,...
SEMI’s 2020 ITPC, which was held virtually instead of its usual Hawaiian location, offered such robust panel discussions, that it seemed a...
There are two key components to the ability to continue scaling integrated circuits (ICs): The ability to increase transistor density...
SEMI’s 2020 ITPC, which was held virtually instead of its usual Hawaiian location, offered such robust panel discussions, that it...