Category: Newsletter

CES 2025 was held last week in Las Vegas. We at Semiconductor Intelligence attended for our tenth CES. The event had over 140,000 attendees and over 4,500 exhibitors.  U.S. Consumer Electronics Market Brian Comiskey of the Consumer Technology Association (CTA) presented on technology trends in 2025. The key theme was… Read more“CES 2025: All In on AI”

The December 2024 WSTS forecast called for strong 2024 semiconductor market growth of 19%. However, the strength is limited to a few product lines. Memory is projected to grow 81% in 2024. Logic is expected to grow 16.9%. The micro product line should show only 3.9% growth, while discretes, optoelectronics,… Read more“Thanks for the Memories”

WSTS reported third-quarter 2024 semiconductor market growth of $166 billion, up 10.7 percent from second-quarter 2024. 3Q 2024 growth was the highest quarter-to-quarter growth since 11.6% in 3Q 2016, eight years ago. 3Q 2024 growth versus a year ago was 23.2%, the highest year-to-year growth since 28.3% in 4Q 2021…. Read more“Semiconductors Slowing in 2025”

  I recently returned from a trip to Southeast Asia, including Vietnam. The trip was for pleasure, not business, but I could not help but notice the boom in economic activity. The coastal cities of Hai Phong, Da Nang and NHA Trang were trying to outdo each other in building… Read more“Vietnam: rising star in electronics”