Prev Next

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

 Andrea Lati     VLSIresearch Inc
  11199      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:

Defining Information Technology

We can figure out software because designers use consistent interfaces, suggestive metaphors, and standard functionality.

24 March, 2018
Andrea Lati
23 March, 2018
Mike Cowan
23 March, 2018
Seth Marlowe
23 March, 2018

R&D Status of IMT-2020 (5G)

In Release 15, 5G system Standardization should comprehensively consider the aspects of architecture, network function and infrastructure.

Wang Zhiqin
22 March, 2018

the smart mirror

Everyone knows what a mirror is. It is an object found in most people’s homes. In mirrors we see our reflections. But what happens when you combine the idea of a mirror with techno

21 March, 2018
21 March, 2018
20 March, 2018

Recent weVISIONs

VLSI's Annual Forecast ... a conversation Andrea Lati of VLSIresearch
Andrea LatiVLSIresearch Inc
15 January, 2018
Entering the New Quantum World and the ... a conversation with Dr. Carl Williams of NIST
Dr. Carl WilliamsNIST
19 December, 2017