What are the topics covered this week? There’s a viewpoint piece on the Amazon-Nokia patent dispute, the value of the semiconductor market, Ireland being set to launch its first satellite, the US allocating $3 billion of Chips Act money, and MicroLED commercialisation…
5. Semis down 12% this year; up 20% next year, says IDCThe 2023 semiconductor market will be worth $526 billion – down 12% from the $598 billion of 2022 – and the 2024 market will grow 20% to $633 billion, says IDC. Driving growth are: inventory depletion in PCs, smartphones, automotive and industrial; electrification in automotive and industrial; AI PCs and AI smartphones and rising memory ASPs. Wafer capacity pricing is expected to remain flat next year as foundry suppliers gradually improve utilisation rates and demand returns from their core fabless customers.
4. US puts $3bn into packaging development and manufacturingThe US has allocated $3 billion of Chips Act money to its National Advanced Packaging Manufacturing Program (NAPMP) with the aim of developing “critical and relevant innovations for advanced packaging technologies and accelerate their scaled transition to US manufacturing entities.“ “Within a decade, we envision that America will both manufacture and package the world’s most sophisticated chips,” says Laurie Locascio director of the US National Institute of Standards and Technology (NIST)…
