SEMICON West

SEMICON West: See Me There

Jim Handy, SEMICON KoreaThe Memory Guy will be speaking at SEMICON West.  Perhaps I will meet one or more readers there.

My presentation is Monday, July 8, at 3:55-4:25 in the 2019 SEMI Market Symposium.  I will be one of eight speakers who will provide our outlooks of the chip market.  All of my co-presenters are well known in their fields and will doubtlessly provide valuable insights on what tomorrow has to offer.

My presentation will be a rapid-fire onslaught of valuable information proving that certain outcomes are nearly inevitable and showing how they should evolve over time.

I will specifically discuss today’s down-cycle, the end of More’s Law, semiconductor process changes, including materials and production technologies, changes in end-use architectures (and the impact they will have), the imporatance of new end markets like 5G, and geographical and political issues, especially those dealing with today’s US/China trade war.

The semiconductor industry is in the early stages of Continue reading