Latest Posts
Innovation Without Borders: Key Takeaways from ISS Europe 2025
Semiconductors have the power to drive technological breakthroughs and fuel geopolitical tensions. As we stand on the precipice of change,...
SEMI ISS 2025: Ready, Set, Ramp!
The semiconductor industry has been discussing breaching the 1 trillion-dollar mark as it was coming out of COVID-19 and amid...
Semiconductor Industry Forecast: Looking Forward to Balanced Growth in 2025
As the semiconductor industry moves into the last month of 2024, industry pundits are looking back and then looking forward...
SEMI Market Symposium: A Trillion Dollars is Still in Sight
Semicon West in July coincides with many analysts’ mid-year forecasts. The SEMI Market Symposium has long been a show staple,...
Arizona Semiconductor Industry: A Powerhouse in the Making
A Rising Force in Semiconductor Manufacturing In the sun-soaked deserts of Arizona, a major shift is unfolding, one that not...
Taking Stock of Global Investments in Semiconductor Manufacturing
The geopolitical race to take the lead in semiconductors is heating up as global investments in semiconductor manufacturing take hold....
IFTLE 584: SK hynix HBM Is Coming to the US; Intel Pushes Back Ohio Chip Fab
Onshoring SK hynix HBM Multiple reports indicate that SK Hynix is poised to announce its first major U.S. investment: A...
No Slow Down In Sight for Semiconductor Growth in China
At ISS 2024, SEMI reported that fab equipment sales look to be flat in 2024 — right around $100 billion....
The Semiconductor Cycle: Looking Into the Future
“It ain’t over till it’s over.” is a frequently used Yogi Berra saying. The current semiconductor cycle has that feeling....
SEMI Reports Global Semiconductor Capacity Projected to Reach Record High
MILPITAS, Calif. — January 2, 2024 — Global semiconductor capacity is expected to increase 6.4% in 2024 to top the 30 million *wafers...
Much Ado About Fabs in China
China’s semiconductor industry has been in the news a great deal over the past year. 7nm technology advancements, sanctions, new...
Will AI-Enabled PCs Be the Next Inflection Point?
September and October are busy months in the technology world, as companies have their annual analyst day, where they show...
Farms in Berkeley or Fabs in India
If you spent any time listening to the radio in Silicon Valley, prior to 1998, you probably heard a commercial...
The World Goes Round, and So Does the Semiconductor Industry
The world’s understanding of the semiconductor industry has gone from — What is a semiconductor? — to front-page news, as...
Building a Path Forward at SEMICON West 2023
When I started writing this blog post, SEMICON West 2023 was to be a historic event — the last one...
The Convergence of Technology Nodes
The photo of my May calendar was a picture of a 1956 RAMAC computer with a whopping five megabytes of...
IFTLE 554: Are TMD Materials the Future of the Transistor?
In a recent report, Semianalysis examines the migration from planar to finFET to nanosheet to complementary FET to 2D transistor...
Reaching the One Trillion Mark by 2030: Watch Out for the Headwinds!
The SEMI year ends with Semicon Japan and kicks off with SEMI’s Industry Strategy Symposium. The 2023 ISS was the...
