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
Jan 31, 2023
At CadenceLIVE Europe last year, Ludwig Nordstrom of AWS presented Scaling to 1 Million+ Core to Reduce Time to Results, with up to 90% Discount on Compute Costs . I think that there are currently two trends in EDA infrastructure that cut across almost all design tools. They ...
Jan 30, 2023
By Hossam Sarhan Work smarter, not harder. Isn't that what everyone is always telling you? Of course, it's excellent advice,… ...
Jan 24, 2023
We explain embedded magnetoresistive random access memory (eMRAM) and its low-power SoC design applications as a non-volatile memory alternative to SRAM & Flash. The post Why Embedded MRAMs Are the Future for Advanced-Node SoCs appeared first on From Silicon To Software...
Jan 19, 2023
Are you having problems adjusting your watch strap or swapping out your watch battery? If so, I am the bearer of glad tidings....

featured video

Synopsys 224G & 112G Ethernet PHY IP OIF Interop at ECOC 2022

Sponsored by Synopsys

This Featured Video shows four demonstrations of the Synopsys 224G and 112G Ethernet PHY IP long and medium reach performance, interoperating with third-party channels and SerDes.

Learn More

featured chalk talk

Megawatt Chargers in Electric Commercial Vehicle Infrastructure

Sponsored by Mouser Electronics and Littelfuse

In order to move forward with the large-scale implementation of commercial electric vehicles, we need to consider efficiency, availability, reliability, and longevity for the mega-watt chargers required for these applications. In this episode of Chalk Talk, Dr. Martin Schulz from Littelfuse joins Amelia Dalton to discuss the infrastructure demands of electric commercial vehicles, the role that galvanic isolation plays here and why thyristors may be a great choice for the future of electric commercial vehicles.

Click here for more information about IXYS Phase Control Thyristors