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    The Chip Insider®
    November 19, 2021 — Strategy and Tactics: SEMI ITPC WildPhotons: I spare no...
    G. Dan Hutcheson G. Dan Hutcheson
    SEMI ITPC was an affirmation of the importance of our industry by executives who chose to overcome all the barriers set by the continued COVID pandemic. I really have to thank SEMI for pulling it off and Ajit Manocha for overcoming all the calls to surrender to COVID and call it off. The three days were way too packed to cover it all, so here are some of the critical highlights. The biggest question centered on the current boom: is it just a return to the classic silicon cycle as some believe or is it a longer-term growth bump due to the impact of COVID on accelerating the digital economy. While I worry it's the former, I believe it's the latter due to the explosive growth in data. As Seok-Hee Lee, CEO of SK Hynix, pointed out... If you like realism, Roawen Chen, COO of Qualcomm, gave one of the most down-to-earth, no-holds-barred talks I've heard in a long time. He demonstrated...Mukesh Khare, VP of Hybrid Cloud at IBM Research, pointed to the power of exponential progress from the...

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