Gartner Blog Network

Bill Ray
Sr Director Analyst, Semiconductors & Electronics I
3 years at Gartner
32 years IT Industry

Bill Ray provides written research and inquiry support covering wireless connectivity, primarily for Product Managers and Tech CEOs. His researches focus on evolving standards for IoT connectivity and 5G services, and the semiconductors needed to support them.Read Full Bio

Will Nvidia be allowed to ARM up?

by Bill Ray  |  September 22, 2020

Nvidia is trying, quite literally, to add an ARM to its business, acquiring the company from Japanese investor Softbank. The deal would diversify Nvidia’s revenue, and perhaps lay the ground for business expansion, but that’s assuming the companies involved can make it happen. That outcome is far from certain. The deal will take 18 months […]

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Slowdown, what slowdown? TSMC is ramping up

by Bill Ray  |  September 1, 2020

TSMC – the world’s largest semiconductor fabrication company – is ramping up production and tech investment, at a time when some might be battening down the hatches. The company has been told, by the US government no less, that is mustn’t supply chips to one of its biggest customers (Huawei), meanwhile the world is facing […]

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Apple ARMs up to take back control

by Bill Ray  |  June 26, 2020

Apple laptops are switching to use Apple chips, just like the iPhone and the iPad already do. However, the move has little to do with processing or battery consumption, and lots to do with technology ownership and product differentiation.

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America holds semiconductor tech hostage against the rise of China

by Bill Ray  |  May 22, 2020

TSMC will have to play along with the US Department of Commerce if it’s going to maintain access to the US technology it needs to keep competitive. That means asking for a licence every time it takes an order from Huawei, and any other company that raises the ire of US authorities, despite the fact […]

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Another $10bn in semiconductor revenue disappears into Coronavirus-shaped hole

by Bill Ray  |  May 19, 2020

Updating our semiconductor forecast we’ve added 400,000 ventilators, five million pulse oximeters, and twenty-four million digital thermometers to the applications that will need semiconductor chips in 2020, but that’s not nearly enough to offset the smartphones and cars that people aren’t going to buy. We’re now forecasting that smartphone unit production will be down almost […]

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$55bn gone from chip revenues last year, and that was before Covid-19 hit

by Bill Ray  |  April 21, 2020

In 2019 revenue from semiconductors was down by 12%, compared to the previous year, proving that it’s not just Covid 19 causing the industry some serious grief. Most of the semiconductor industry had a pretty-poor time last year, with revenue down across the board. Intel regained the top spot, but only because Samsung depends more […]

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Covid-19 knocks $55bn off semiconductor revenue in 2020

by Bill Ray  |  March 30, 2020

At the end of 2019, when we published our last semiconductor forecast, Covid-19 hadn’t even been identified. Now we’re assuming a global recession, and reflecting that we’ve revised our prediction for 2020 revenue down by more than 11% – wiping $55bn from the revenue. With half the world in lockdown, and the other half heading […]

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Beating Moore’s Law by going faster than time?

by Bill Ray  |  March 11, 2020

We know that Moore’s Law can’t be maintained, stalled by the increasing cost of production – we can’t just make things smaller forever. So, various companies are looking for alternative approaches that might deliver comparable improvements in performance without breaking the bank. Notable amongst these is Tachyum, a semiconductor startup which is preparing to tape […]

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The coronavirus won’t infect semis, but it will make fewer people want them

by Bill Ray  |  February 17, 2020

The number of people with Covid-19, the current incarnation of the coronavirus, remains proportionally small. However, keeping it that way requires draconian controls over the movement of goods and people, and that will have a significant impact on demand for electronics, and (thus) the semiconductor industry. Enterprise demand won’t change much – orders might take […]

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Will semiconductors be taking a hit from the coronavirus?

by Bill Ray  |  January 31, 2020

As flights are grounded, cities locked down, and cruise ships put into quarantine it’s sometimes hard to focus on business as usual. However, the rest of the world continues to turn, and we have to consider how coronavirus will impact business, including our business. The disruption in manufacturing and supply chain, caused by measures intended […]

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