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Peter Clarke Peter Clarke is a veteran reporter and analyst covering the global electronics industry. He started his journalistic career in 1984 at a U.K. monthly electronics magazine. He became European correspondent for the U.S.-based EE Times in 1994 and was launch editor-in-chief of EE Times Europe in 2006. Clarke’s areas of expertise include semiconductor design and the manufacturing as well as the emerging technologies and business issues that drive startup companies.

It's been only a few years since many chipmakers agreed to fund multiple new fabs but those promises are now being ignored. The industry must still deal with the implications for demand-supply planning, however. Share This Post: By What’s at stake: Semiconductor makers perform better when production capacity utilization rates and the number of plants closely match customer demands. Those periods are getting fewer, however.

Most business forecasts often turn out wrong, but analysts and companies keep churning them out. Are forecasts doing more damages than good in the electronics market? This is great stuff. Let’s get started. Register FREE Today Already have an account? Sign in.

Chip equipment makers can forget about a capex splurge from Intel as it is unlikely to build many of the fabs promised under former CEO Patrick Gelsinger. This has implications for supply chain planning throughout the industry. Lip-Bu Tan at Intel Foundry Direct Connect. Source: Intel Share This Post: By Bolaji Ojo What’s at stake: Lip-Bu Tan’s predecessor as Intel CEO wanted to build multiple new fabs in Europe and US.

Renesas 365 is the next step in the digital transformation of electronics, bridging the gap between silicon and system development. Share This Post: By D.K. Singh We live in the Digital Age. But when it comes to enabling the future through semiconductor engineering, how often do we really examine what that means? At Renesas, we have embarked on a journey of digital transformation – for ourselves and for the benefit of our customers.

Nvidia had for years known that it has a massive and growing China problem, yet it persisted in developing products for the country, ignoring America’s apprehensions and warnings. The solution is to exit the country before it is driven out both by China itself and the United States. Share This Post: By Bolaji Ojo “Nvidia stands at a crossroads.