The global semiconductor industry stands at a defining moment in its history. Having surpassed $600 billion in annual revenue, the path to a $1 trillion market is no longer a distant dream but an achievable milestone within the next decade. The annual 2025 Semi Industry Forum, organized by Silicon Catalyst, brings together the… Read More The post The 2025 Semi Industry Forum: On the Road to a $1 Trillion Industry appeared first on SemiWiki.| SemiWiki
– First SEMICON in Arizona was great- should make it permanent – Congress finally wakes up to China issues long after cows are gone – Memory cycle in support of AI could be huge but scary at same time – AI demand seems bottomless- but may distort chip industry dynamics Phoenix SEMICON was wonderful! The crowds… Read More The post SEMICON West AZ- Congress & China- Memory Madness- AI Semiconductor Tsunami appeared first on SemiWiki.| SemiWiki
Global spending on semiconductor manufacturing equipment totaled $33.07 billion in the 2nd quarter of 2025, according to SEMI and SEAJ. 2Q 2025 spending was up 23% from 2Q 2024. China had the largest spending at $11.36 billion, 34% of the total. However, China spending in 2Q 2025 was down 7% from 2Q 2024. Taiwan had…| Semiwiki
It was my pleasure to meet with Vamshi Kothur and the Tuple team at #62DAC for a briefing on their Tropos platform and Omni, a new multi-cloud optimizer. The conferences this year have been AI infused with exciting new technologies but one of the lingering questions is: How will the existing semiconductor design IT infrastructure…| Semiwiki
- Trump gives CHIPS Act & AI oversight to DOGE/Musk-| Semiwiki
U.S. President Biden announced on Wednesday an agreement to provide Intel with $8.5 billion in direct funding and $11 billion in loans under the CHIPS and Science Act. Intel will use the funding for wafer fabs in Arizona, Ohio, New Mexico, and Oregon. As reported in our December 2023 newsletter, the CHIPS Act provides a…| Semiwiki
