editor's blog
Subscribe Now

We are doomed

I’ve written before on Future Horizon’s regular reviews of the state of the semiconductor industry. (The four horsemen). Malcolm Penn, the firm’s founder and CEO, is normally fairly up-beat, but yesterday he was wearing black. Given the state of the world economy he sees the market for semiconductor sales as essentially flat in dollars.  Given that unit shipments are maintaining their 29 years of 10% annual growth, the average selling price (ASP) is falling, again another long term trend. The result is that chip companies are going to feel a profitability squeeze, with the probable result of more take-overs. The big concern is what will happen when the world’s economy improves. Classically chip demand increases rapidly in an improving economy. There is very little slack in fabrication capacity and very little current investment in new capacity, prices will rise dramatically (as will profits!) but some companies will have orders for products, but nowhere to build them.

We are still on the roller coaster folks.

Leave a Reply

featured blogs
Jul 25, 2021
https://youtu.be/cwT7KL4iShY Made on "a tropical beach" Monday: Aerospace and Defense Systems Day...and DAU Tuesday: 75 Years of the Microprocessor Wednesday: CadenceLIVE Cloud Panel... [[ Click on the title to access the full blog on the Cadence Community site. ]]...
Jul 24, 2021
Many modern humans have 2% Neanderthal DNA in our genomes. The combination of these DNA snippets is like having the ghost of a Neanderthal in our midst....
Jul 23, 2021
Synopsys co-CEO Aart de Geus explains how AI has become an important chip design tool as semiconductor companies continue to innovate in the SysMoore Era. The post Entering the SysMoore Era: Synopsys Co-CEO Aart de Geus on the Need for AI-Designed Chips appeared first on Fro...
Jul 9, 2021
Do you have questions about using the Linux OS with FPGAs? Intel is holding another 'Ask an Expert' session and the topic is 'Using Linux with Intel® SoC FPGAs.' Come and ask our experts about the various Linux OS options available to use with the integrated Arm Cortex proc...

featured video

DesignWare Controller and PHY IP for PCIe 6.0

Sponsored by Synopsys

See a demo of Synopsys’ complete IP solution for PCIe 6.0 technology showing the controller operating at 64GT/s in FLIT mode and the PAM-4 PHY in 5-nm process achieving two orders of magnitude better BER with 32dB PCIe channel.

Click here for more information about DesignWare IP for PCI Express (PCIe) 6.0

featured paper

Configure the backup voltage in a reversible buck/boost regulator

Sponsored by Maxim Integrated

This application note looks at a reference circuit design using Maxim’s MAX38888, which provides a supercapacitor-based power backup in the absence of the system rail by discharging its stored charge. The backup voltage provided by the regulator from the super cap is 12.5% less than the system rail when the system rail is removed. This note explains how to maintain the backup voltage within 5% of the minimum SYS charge voltage.

Click to read more

featured chalk talk

PolarFire SoC FPGA Family

Sponsored by Mouser Electronics and Microchip

FPGA SoCs can solve numerous problems for IoT designers. Now, with the growing momentum behind RISC-V, there are FPGA SoCs that feature RISC-V cores as well as low-power, high-security, and high-reliability. In this episode of Chalk Talk, Amelia Dalton chats with KK from Microchip Technology about the new PolarFire SoC family that is ideal for demanding IoT endpoint applications.

Click here for more information about Microchip Technology PolarFire® SoC FPGA Icicle Kit