Pent-up demand and mis-timed capacity investment could cause rapid IC industry growth.
Wally Rhines, CEO Emeritus of Mentor, a Siemens business, delivered a bullish prognosis for the semiconductor and EDA sectors in a talk at the beginning of the Design Automation Conference in Las Vegas this week.
Analyst Rich Valera points to China as a major source of EDA tool growth despite short-term tensions with the US government.
If current market trends persist, shortages in wafers are likely to follow, hurting the ability of some companies to ship silicon and boost the prices for those who can.
The ESD Alliance is relaunching the annual panel session featuring CEOs from ARM, Cadence Design Systems, Mentor Graphics and Synopsys in Mountain View on April 9.
Even though inventories are slack right, chipmakers could be struggling to find wafers in 2014.
We round up the latest headline forecasts and performance data from the Global Semiconductor Alliance (GSA), manufacturers association SEMI and the Semiconductor Industry Association.
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