Market Analysis

Connecting the Dots, Quantifying Technology Trends & Measuring Disruption

semiconductor

United Against China: Japan and the Netherlands to Join US in Restricting Semiconductor Exports

The United States, Japan, and the Netherlands are reportedly close to reaching an agreement to restrict exports of semiconductor manufacturing equipment to China. The move is seen as a way to slow China's rapid technological advancement in the semiconductor industry and to level the playing field for other countries. Semiconductors are a vital component in modern technology, … [Read more...] about United Against China: Japan and the Netherlands to Join US in Restricting Semiconductor Exports

The decoupling of the semiconductor industry from China is heavily dependent on ASML

The decoupling of the semiconductor industry from China is a complex issue that depends on a variety of factors. One of the key factors is whether ASML, the Dutch company that is the world's largest supplier of chip-making equipment, will continue to supply chip machines to China. ASML is a crucial player in the semiconductor industry, as its advanced lithography machines … [Read more...] about The decoupling of the semiconductor industry from China is heavily dependent on ASML

China’s goal to achieve semiconductor self-sufficiency will stay unfulfilled for quite some time

China has been investing heavily in its semiconductor industry in recent years, with the goal of achieving self-sufficiency in this critical technology. However, despite these efforts, it is unlikely that China will be able to achieve this goal for quite some time. One of the main reasons for this is the sheer complexity of the semiconductor industry. The process of … [Read more...] about China’s goal to achieve semiconductor self-sufficiency will stay unfulfilled for quite some time

How can Mexico enact new policies to capitalize on the U.S. drive to boost semiconductor production?

Mexico has several opportunities to capitalize on the U.S. drive to boost semiconductor production by enacting new policies. Here are a few suggestions: Invest in education and workforce development: Mexico can invest in education and workforce development programs to train and educate its citizens in the fields of semiconductor engineering, design, and manufacturing. This … [Read more...] about How can Mexico enact new policies to capitalize on the U.S. drive to boost semiconductor production?

Computer chips have become the center of a fight between global superpowers

The computer chip industry has become a key area of competition between the United States and China, with both nations looking to maintain a dominant position in the production and development of this vital technology. The computer chip industry is crucial to the economy and national security of both nations, as chips are found in a wide range of products, including … [Read more...] about Computer chips have become the center of a fight between global superpowers

The all-in-one cellular, Wi-Fi, and Bluetooth chip is long overdue

The integration of cellular, Wi-Fi, and Bluetooth capabilities into a single chip has been a long-awaited development in the technology industry. Such a chip, often referred to as an "all-in-one" or "single-chip" solution, would have a number of benefits for both consumers and manufacturers. One of the main benefits of an all-in-one chip would be its ability to save space … [Read more...] about The all-in-one cellular, Wi-Fi, and Bluetooth chip is long overdue

Global Total Semiconductor Equipment Sales On Track to Record $118 Billion in 2022

Global Total Semiconductor Equipment Sales On Track to Record $118 Billion in 2022, SEMI Reports SAN FRANCISCO, July 12, 2022 /PRNewswire/ -- Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach a record $117.5 billion in 2022, rising 14.7% from the previous industry high of $102.5 billion in 2021, and increase … [Read more...] about Global Total Semiconductor Equipment Sales On Track to Record $118 Billion in 2022