Research Archive

July 15, 2023 / Ben Bajarin

Navigating the Path to a Trillion-Dollar Semiconductor Industry

This is a highlight overview of Episode. 25 of The Circuit with Ben Bajarin and Jay Goldberg   The semiconductor sector has set its sights on reaching $1 trillion in annual sales by 2030, more than doubling its current market size. However, industry experts warn this ambitious goal faces no shortage of competitive, resource, and…

July 5, 2023 / Ben Bajarin

Arm Chips Look to Expand Data Center Presence

This is a highlight summary of Episode 24 of the Circuit with Ben Bajarin and Jay Goldberg.     Arm-based processors have conquered the mobile world, powering nearly all smartphones and tablets globally. Yet the architecture has struggled to make similar inroads into data center servers, where Intel’s x86 has ruled for decades. However, Arm’s…

June 17, 2023 / Ben Bajarin

The Semiconductor Cycle: Cautious Optimism Amid Market Softness

The semiconductor industry is known for its cyclical nature, and we currently seem to be in a down part of the cycle according to recent earnings reports from major chipmakers. Both consumer and enterprise markets are soft right now, leading to reduced spending on PCs, smartphones, and data center infrastructure. However, there are some bright…

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