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Semiconductor Market on Track to Hit $0.6t in 2021

Semiconductor Market on Track to Hit $0.6t in 2021

The positive sign that electronic prices are turning up, Wafer prices are 40% higher than a year ago, August WSTS was really strong, and Power Semiconductors.
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2021Oct 7
Semiconductor Industry Strategic Trends

Semiconductor Industry Strategic Trends

This is the talk Dan Hutcheson gave for the Semiconductor Industry Association’s state of the U.S. semiconductor industry webinar.
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2021Sep 29
TSMC's Gift to the Industry

TSMC's Gift to the Industry

This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about: TSMC’s gift to the industry, 2021 forecast updates: Few notable changes, 2022 the big question of much higher growth, and the next big thing in image sensors.
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2021Sep 22
Europe's Semiconductor Share Loss

Europe's Semiconductor Share Loss and Most Advanced Memory Maker

This week Andrea Lati, Dan Hutcheson, and Jason Abt discuss what insiders are saying about: Has Europe really lost so much share of semiconductor manufacturing, going from 44% in 1990 to 9% in 2020?, Semiconductor forecast of 26% for ICs and current market status, the DRAM disconnect of spot prices and contract prices and Memory.
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2021Sep 9
AMD's Chiplet Roadmap - the Nvidia-Arm Deal - Forecast

AMD's Chiplet Roadmap - the Nvidia-Arm Deal - Forecast

This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about. What is AMD doing next with chiplets? UK pumps the brakes on the Nvidia-Arm deal. What’s up at Intel and new processor segmentation? What’s driving continued growth in semiconductor equipment?
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2021Aug 25
TechInsights acquires VLSIresearch

TechInsights acquires VLSIresearch… with Gavin Carter, CEO of TechInsights

It’s time to bring the core-technology and market analysis closer again, which explains why TechInsights has acquired VLSIresearch. In this interview, Dan Hutcheson has a conversation about this with Gavin Carter from TechInsights, where he’s CEO.
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2021Aug 16
The Auto Shortage Is a Riddle, Wrapped in a Mystery, Inside an Enigma

The Auto Shortage Is a Riddle, Wrapped in a Mystery, Inside an Enigma

This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss what insiders are saying about the Auto IC shortage and how the 4Q21 Forecast is shaping up.
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2021Aug 5
Moore’s Law: Dead or Alive

Moore’s Law: Dead or Alive

Moore's Law: is it Dead or Alive? It’s a perennial subject that has come back in 2021. Without the chip industry you would not have a smartphone or a notebook computer at your side … no Facebook or Google either … only a slide rule, a pen, and paper
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2021Mar 1
2021 Forecast

2021 Forecast ... with Andrea Lati

2020 was a tumultuous year. Semiconductors decoupled from the macroeconomy and semiconductor production equipment demand boomed.
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2021Jan 6
eBeam Initiative

2020 Semiconductor Mask Maker’s Survey ... a conversation with Aki Fujimura of the eBeam Initiative

Aki Fujimura discusses what the eBeam Initiative found in its 2020 Mask making survey. Every year, they run two surveys of mask makers and its luminaries.
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2020Dec 15

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