Spring Blossoms with Optimism (Upgraded 2024 IC Forecast)

There were some major changes to our IC forecast this month. IC sales are now expected to surge nearly 24% in 2024 compared to 16% in the last update. The major driver for this significant change was Memory, where sales were upgraded to a whopping 71% from 41% in the previous update.
04Mar

The Chip Insider®– Gordon Moore Tribute - SPIE ALP

Like in The Wizard of Oz, we were told to follow a yellow brick road -- ours paved with gold. It's a road where the wicked witch of fizzled-out technology -- like x-ray and 157nm -- lurk to stop us. And there were plenty of unknowns. We would have been stopped dead in our tracks had we not broken through Robert Doering's Red Brick Walls on the roadmap.
04Mar