Recent #Future Horizons news in the semiconductor industry

2 months ago

➀ Future Horizons CEO Malcolm Penn asserts that Makimoto’s Wave, tracking the semiconductor industry’s cyclical shifts between standardization and customization, remains valid until at least 2037;

➁ Dr. Makimoto, the theory’s originator, highlights its unexpected 80-year relevance and recognition among foundational computing laws like Moore’s Law;

➂ The article revisits the theory’s 1991 publication in Electronics Weekly and its ongoing impact on industry analysis.

Future HorizonsMarket Trendssemiconductor
4 months ago

➀ Siemens introduced Questa One software, an AI-driven suite to accelerate verification of complex ASICs and FPGAs amid rising design challenges;

➁ Future Horizons provided a pessimistic outlook on the semiconductor market, highlighting concerns over industry growth;

➂ The European Space Agency (ESA) achieved millimeter-precision formation flying with its Proba-3 spacecraft, enabling unprecedented solar corona observations.

AIESAFuture Horizons
8 months ago
➀ Future Horizons warns of caution in the semiconductor market, highlighting three red and one amber signal among the four key influences. ➁ The CEO, Malcolm Penn, expresses concern over the narrow foundation of the market 'recovery' and the impact of AI hype. ➂ The company predicts a 15% market rise in 2024, noting challenges such as AI market sustainability and China's potential to flood the market with mature node chips.
AIChina MarketFuture HorizonsGPUICmarket analysissemiconductor
8 months ago
➀ The headline numbers of the annual semiconductor market growth remain strong; ➁ A deeper dive into the details reveals a much bleaker picture with high inventory levels and low capacity utilization; ➂ The webinar will discuss the market outlook for 2025, the return of IC unit growth, and the implications of China's CapEx overspend.
2025 TrendsAI MarketChina's CapExChip IndustryFuture HorizonsGrowthIndustry UpdateInvestmentMarket OutlookResilient Business StrategiesSEMICONDUCTORWebinar
12 months ago
➀ The decline of China's unicorns and its impact on US-China investors; ➁ Malcolm Penn's analysis on the uncertain state of the chip industry; ➂ The application of electrostatic-hydraulic actuators in robotics and their potential benefits for robot legs; ➃ Ofcom's preliminary view on licensing Project Kuiper for delivering broadband connectivity and mobile telephony to UK residents.
China's unicornsFuture Horizonsactuatorchip industryroboticssatellite broadband