Prev Next

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

 Andrea Lati     VLSIresearch Inc
  31903      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:

RISC-V Foundation: From Hype to Ripe

RISC-V is an open and free ISA from Berkeley to the foundation. It is a fast Advancing Architecture. RISC-V started with hype but followed with healthy & fast-paced standard advanc

Charlie Su PhD
18 April, 2019
...
17 April, 2019

Top Five Digital Consumer Trends in 2019

The digital consumer trends that will redefine commerce the most in 2019. Technology such as artificial intelligence plays a pivotal role in crafting experiences.

...
16 April, 2019
...
15 April, 2019
...
14 April, 2019

10 Hot Consumer Trends 2019

This report presents insights based on Ericsson’s long-standing consumer trends program. Ericsson Consumer & IndustryLab delivers world-class research & design concepts.

Ericsson
13 April, 2019
Andrea Lati
12 April, 2019
...
12 April, 2019

Recent weVISIONs

SOI: Why it's no longer a niche technology - with Carlos Mazure of the SOI Industry Consortium
Carlos MazureSOI Industry Consortium
16 April, 2019
Mark Bohr's Rules of Innovation
Mark BohrIntel Corporation
28 February, 2019