SEMICONDUCTOR ANALYTICS
Prev Next

This Time it's Different for Semiconductors ... 2Q17 Status Report ... with Andrea Lati

 Andrea Lati     VLSIresearch Inc
  31622      Aug 1, 2017
Summary: This Time it's Different for Semiconductors … or is it??? There are a lot of odd things happening in what has become a super-cycle. Coming off a seasonally soft first quarter, this quarter turned hot. And conditions keep getting hotter. Are we headed for a cliff??? Is there a new law in town … the law of Christmas???

To answer these questions and more, Andrea Lati and I are back with a 2nd Quarter 2017 update on market trends in the semiconductors and semiconductor equipment. A range of issues spanning Semiconductors, Chip Manufacturing Equipment, Materials and Electronics are covered. We talk where the opportunities and problems are right now.

Here’s a list of important topics to cover

- Chip Prices
- Inventory
- Silicon Shipments
- Wafer Fab Capacity Utilization
      - Silicon shipments from wafer fabs
      - High Capacity Utilization
      - The Wafer Shortage
      - 300mm vs 200mm
- Semiconductor CapEx

Andrea Lati leads VLSIresearch's Chip Making Markets research group. He's also one of the most respected tech forecasters in the world, as well as accurate.
About weVISION: weVISION is a series of video interviews of visionaries by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Environment, Electronics, healthcare and Business divisions.

You may like this also:

Andrea Lati
15 February, 2019
Zouya Zarei
15 February, 2019

The Integration of BDS and 5G

5G is the latest generation of cellular mobile communications. 5G can be extended to applications of IoT and Smart city. BDS and 5G provide better PNT services.

...
14 February, 2019

Lithography Technologies for More than Moore

This paper contains an overview of the lithography technologies and lithography requirements for more than Moore devices. More than Moore devices have very complex technical specif

...
13 February, 2019
...
12 February, 2019

High-Tech Grunderfonds In a Nutshell

High tech Grunderfounds in Nutshell, is the engine for successful technology start with entrepreneurial spirit and passion. Its best company from software, media, internet hardwar

...
11 February, 2019
Andrea Lati
08 February, 2019
Amit Garg
08 February, 2019
SEMICONDUCTOR ANALYTICS

Recent weVISIONs

Mark Bohr: The Power Constrained Era
Mark BohrIntel Corporation
11 February, 2019
Mark Bohr: 40 Years of Moore's Law - From Memory to Dennard Scaling
Mark BohrIntel Corporation
23 January, 2019