As Semiconductor Spending Explodes,This Sure Feels Like a Super Cycle!
Jun 14, 2021 · By Dean Freeman · 3D In Context, Blogs
Latest Posts
12 Lessons Learned from Fifty Years in the Semiconductor Industry – A Memoir
In the Spring 2020 issue of the MEPTEC Report, Herb Reiter briefly emerged from his recent retirement to pen an...
Everything is Always Greener on Earth Day
In my day job in the winter, I work in the ski industry, which is working very hard on sustainability...
A History and Analysis of Offshoring and Reshoring the US Semiconductor Industry
Since TSMC made its announcement late in 2020 that they were potentially building a semiconductor fab in Arizona, the reshoring...
Rare Earth Mining: The Dark Underside of Sustainability
Electric Vehicles (EVs) are increasing demand for Cobalt and Lithium: Two of the world’s rare earth minerals that come with...
A Semiconductor Shortage, a Capex Boom, and Onshoring
The semiconductor shortage written about last month seems to have expanded, or at least the panic behind it has...
If a Tree Falls in the Forest, Does it Produce Carbon Dioxide?
While working with a committee on evaluating multiple microelectronics companies for their efforts on sustainability an interesting question arose. Is...
Another Microelectronics Crisis? The Automotive Chip Shortage and Supply Chains
My, what a fix the microelectronics industry has gotten itself into! Three crises happening all at the same time: One...
Holy San Francisco Batman, SEMICON West 2021 will be held in December!
This past week SEMI announced that SEMICON West 2o21 will be a hybrid affair with both a live conference and...
Sustainability: We Will Always Have Paris
On a trip home from Dresden, Germany, my plane was delayed by fog. A fellow analyst and I just missed...
2020 Hindsight and 2021 Insight: Edge Computing, 5G, Trade Wars and COVID-19
2020 was a roller coaster of a year from both a forecasting perspective and trying to keep up with shipments....
News Analysis: What’s Really Going on Inside Intel?
Intel has been in the news for the first weeks of 2021. While this is not unusual due to CES...
The Importance of Sustainability in Semiconductor Manufacturing
Sustainability is one of today’s hottest topics in the news, and how to improve sustainability efforts is discussed at companies...
EDPS 2020: An Inside Look at the Manufacturing-centric Presentations
Like many other industry conferences, the Electronic Design Process Symposium (EDPS 2020) had to go virtual. Not only did it...
IC Packaging Technologies Contribute to Smaller, Faster, Cheaper Electronic Systems with Longer Battery Life
During in-person and on-line meetings, I often discuss with friends the impressive progress our industry has made in the last...
Highlights from SEMI’s Smart MedTech Webinar Series
If you bought a new car recently, you must have noticed that it warns you if one of its functions...
The TSMC 2020 Virtual Technology Symposium and OIP Ecosystem Forum
Just like most other events that attract a large number of people, TSMC 2020 events were held online too. While...
Smart Mobility: An Impactful and High-growth Market
About 70% of the U.S. Gross Domestic Product (GDP) is driven by consumer demand. What consumers are looking for is...
ISES 2020 Highlights Asia’s Advanced IC Packaging and HI Capabilities
Several decades ago, Asia began its quest to be a reliable and cost-effective IC packaging, assembly, and test partner for...
DAC 2020 Addresses Chiplet Design and Integration
In the early days of ASIC technology, only logic library elements and basic I/Os with up to 10s of transistors...