Breaking News
Comments
Newest First | Oldest First | Threaded View
Sheetal.Pandey
User Rank
Manager
Re: track record
Sheetal.Pandey   9/14/2013 12:46:29 PM
NO RATINGS
Yes silicon business will only grow. There is no looking back.

rick merritt
User Rank
Blogger
Re: track record
rick merritt   9/14/2013 1:42:15 AM
NO RATINGS
@ Krisi: Good point. McClean freely admits in 30 yers as an analyst he has hit a forecast on the hed about four times!

krisi
User Rank
CEO
track record
krisi   9/13/2013 7:47:00 PM
NO RATINGS
We all can speculate what the growth will be...but what is the track record of predictions like this?...does anyone really takes into account such analysis in running their businesses?

rick merritt
User Rank
Blogger
Re: Look inside
rick merritt   9/13/2013 7:44:41 PM
NO RATINGS
@EE: There's been some fear in Silicon Valley and the US in general of China growing to dominate electronics as Japan nearly did in the 1980s but given McClean's analysis here it looks like there's no danger of that happening in semi in the foreseeable future

EE,etc.
User Rank
Manager
Re: Look inside
EE,etc.   9/13/2013 2:11:56 PM
NO RATINGS
Thanks Rick for sharing this fine report,

looking at page 7, It was also interesting to see China's semiconductor market is almost 10 times larger than its production level and the gap is widening too.

This might be a good thing for the semiconductor industry as a whole:

1. China has not dominated the semiconductor manufacturing (like it's doing in many other industries)

2. China itself is remaining a big consumer of electronics which is a very good news for the rest of the regions.

 

rick merritt
User Rank
Blogger
Look inside
rick merritt   9/12/2013 8:51:47 PM
NO RATINGS
Page 7 has an interesting chart showing how much bigger Intel and Hynix are than China's next biggest chip maker, SMIC--anjd lookout here comes Samsung.

Page 8 shows how much larger the fourth largest foundry (UMC) is than the fifth (SMIC) and it falls off rapidly after than with the sixth (Powerchip). Incresasingly our eggs are in a few baskets.

Thanks Bill for work well done!



Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Engineer's Bookshelf
Caleb Kraft

The Martian: A Delightful Exploration of Math, Mars & Feces
Caleb Kraft
6 comments
To say that Andy Weir's The Martian is an exploration of math, Mars, and feces is a slight simplification. I doubt that the author would have any complaints, though.

The Engineering Life - Around the Web
Caleb Kraft

Surprise TOQ Teardown at EELive!
Caleb Kraft
Post a comment
This year, for EELive! I had a little surprise that I was quite eager to share. Qualcomm had given us a TOQ smart watch in order to award someone a prize. We were given complete freedom to ...

Design Contests & Competitions
Caleb Kraft

Join The Balancing Act With April's Caption Contest
Caleb Kraft
57 comments
Sometimes it can feel like you're really performing in the big tent when presenting your hardware. This month's caption contest exemplifies this wonderfully.

Engineering Investigations
Caleb Kraft

Frankenstein's Fix: The Winners Announced!
Caleb Kraft
8 comments
The Frankenstein's Fix contest for the Tektronix Scope has finally officially come to an end. We had an incredibly amusing live chat earlier today to announce the winners. However, we ...

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)