Are you ready to go on a whirlwind tour of the semiconductor industry? If so, strap yourself in. This highly informative podcast presents interesting insights into many segments of the semiconductor industry such as analog, microprocessors, memory, silicon carbide, gallium nitrite and gallium arsenide.
The following are among the issues discussed:
- What are the primary differences between analog and digital semiconductors? Which semiconductor segment can be referred to as the brains of devices?
- What are the primary end markets for analog, microprocessors, memory and silicon carbide?
- How common is licensing in the semiconductor industry? What are the permutations of such licensing?
- How fragmented is the semiconductor industry? Roughly how many skus do various sectors produce?
- Which of the following hot new semiconductor segments face the largest addressable markets—silicon carbide, gallium nitride, gallium arsenide?
- Which of the following hot new semiconductor segments are most likely to be cost competitive with silicon—silicon carbide, gallium nitride, gallium arsenide?
- How transferable is semiconductor equipment from one segment of the industry to another?
- Does the United States have the workforce necessary to receive a wave of semiconductor reshoring?
- Is adequate private capital available to meet the capital expenditures of the semiconductor industry?
- Which technologies are being used for heat mitigation and power management?
- How important is the CHIPs Act likely to be for the semiconductor industry? What are the possible downsides to receiving CHIPs money?
Guest Speaker: Tore Svanberg, Managing Director, Stifel
Tore Stiffel has been covering the semiconductor industry for 25 years. Originally from Norway, Mr. Svanberg is based in Silicon Valley.
