Maxims of Tech: Rules of Engagement for a Fast Changing Environment
Prev Next

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

 Andrea Lati     VLSIresearch Inc
  6507      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:

...
16 December, 2017
Andrea Lati
15 December, 2017
...
15 December, 2017

IoT & Railway Rolling Stock

Reliability and maintenance cost through compliance with standards for EMI, vibration, maintainability …

IRSE
14 December, 2017
Marco Sacco
13 December, 2017
Samuele Vecchi
12 December, 2017
Mike Cowan
11 December, 2017

Mobile Applications Threats Review

An explosion of unknown malware is being observed whereas known malware is maintaining the same ratio outlining the mismatch of antivirus solutions to protect against such threats.

...
11 December, 2017
Maxims of Tech: Rules of Engagement for a Fast Changing Environment

Recent weVISIONs

Memory Market Forecast 2018 ... with Jim Handy
Jim HandyObjective Analysis
05 December, 2017
VLSI's 4Q17 Review and Forecast Update ... a conversation Andrea Lati of VLSIresearch
Andrea LatiVLSIresearch Inc
31 October, 2017