2017 turned to be a scorching hot year for semiconductors and semiconductor equipment. 2018 is expected to be another hot one. Andrea Lati and Dan Hutcheson discuss what VLSI’s been seeing and how they expect it to turn out in 2018, addressing questions like: What’s different about this semiconductor super-cycle? What were the supply-demand aspects of the cycle? What was the balance between memory demand and pricing — ASPs? What were the differences between 3D NAND, DRAM, Foundry, and IDMs? Which semiconductor equipment markets did best, with a focus on etch and test. What’s the statistical – most probable — growth trend going forward? How could structural shifts change this upside?
weVISION is a series of video interviews of visionaries by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Environment, Electronics, healthcare and Business divisions.