Shows
3D InCites PodcastSEMI ISS 2025 Recap and Semiconductor Market UpdateThe episode explores the key insights from the recent SEMI ISS event, focusing on the semiconductor industry's journey toward a trillion-dollar market by 2030. It discusses the significant themes of uncertainty and the transformative impact of AI, while also addressing industry challenges and emerging trends.Additionally, SEMI's Market Intelligence team dive into the revised 2024 equipment forecast and World Fab Forecast, discussing trends influenced by AI technology and geopolitical factors, especially those linked to China. As we detail the upswing in equipment sales, driven by Chinese investments and AI progress, we also spotlight the trends shaping both f...
2025-02-0637 min3D InCites PodcastSEMI's Market Intelligence Team Shares Semiconductor Market Forecasts for 2024For the first few episodes of Season 4 of the 3D InCites Podcast, Françoise von Trapp headed to the SEMI Industry Strategy Symposium, (ISS) where semiconductor industry executives gather to gain and share insight on where the semiconductor industry is headed, and how they can work together to get there. Economic trends, industry markets, and growth drivers are a critical part of the discussion, so in this first episode, Francoise speaks with members of SEMI’s Market Intelligence team (MIT), Clark Tseng and Inna Skvortsova to get some of the details. We start with a recap...
2024-01-1820 min3D InCites PodcastA Conversation with SEMI’s Market Intelligence Team about ISS 2022 and the Semiconductor Manufacturing MonitorFor first episode of 2023, Françoise von Trapp handed over the microphone to Dean Freeman, the market analyst at 3D InCites. He attended SEMI’s Industry Strategy Symposium at Half Moon Bay, CA, in January and interviewed SEMI’s Market Intelligence team for the third episode in this four-part series. Part 3 focuses on the Semiconductor Manufacturing Monitor, a report jointly developed by SEMI and TechInsights. SEMI ISS is an annual event attended by semiconductor industry executives who rely on it for updates on many crucial aspects of semiconductor industry operations. As such, Dean and the panelists discuss some o...
2023-01-1924 min3D InCites PodcastA Conversation With the SEMI Market Intelligence Team About the Equipment MarketWe are excited to share that we’ve partnered with SEMI’s Market Intelligence team to bring you quarterly semiconductor industry market updates. Each episode will feature one of SEMI’s market analysts, who will discuss different market trends driving specific areas of the market. They’ll also provide some high-level intelligence to help you in your day-to-day business decisions. In this first episode, we’re focusing on the Semiconductor Manufacturing Equipment Market. Guests include Sanjay Malhotra, Vice President of Corporate Marketing and the Market Intelligence Team, and Inna Skvortsova, one of the Analysts in the Market Intelligen...
2022-06-2321 min