Gartner Blog Network

Posts from Date:   2019-8

Forget smartphones, electric cars will drive semiconductor growth

by Bill Ray  |  August 27, 2019

In 2025 we expect to see sales of electric vehicles hit 7 million a year, making up 7% of the total vehicle shipments, and with the shift towards an electric drive chain comes a whole lot more semiconductors. To a car mechanic the electric transmission means reduced complexity, but to the semiconductor vendor it means […]

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Semiconductors are piling up to dangerous heights

by Bill Ray  |  August 19, 2019

The quantity of semiconductors sitting around in the supply chain hasn’t been “normal” since 2010, and pushed into the “Severe Excess Zone” in both 2012 and 2016. But, inventory levels are now at a peak not seen since the turn of the century, and the industry is going to have to do something about it. […]

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NAND Flash is poised to make money again, and to spend it too

by Bill Ray  |  August 12, 2019

We’re just past the Flash Memory Summit, where my colleague Joe Unsworth got to quiz a load of companies about how the market is developing. NAND Flash has had a bad time of it lately, with prices well below what’s sustainable, but a recovery is on the way in the last quarter of 2019 and […]

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Another trade war threatens the chip industry as Japan takes away Korea’s special status

by Bill Ray  |  August 5, 2019

Ratcheting up its ongoing spat with South Korea, Japan has put restrictions on export of three materials that are critical for making semiconductor chips: photoresists, hydrogen fluoride, and fluorinated polyamides. S. Korea now requires special license and permission to obtain these materials. This is serious and will impact rapidly as S. Korean chip makers don’t […]

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When the Hype ceases to cycle like it should

by Bill Ray  |  August 1, 2019

The Gartner Hype Cycle is supposed to show how technologies progress, from innovation to hype, to inevitable disappointment followed by a painful climb towards utility. However, many technologies don’t make it that far – some are broken down into parts, others get absorbed into amalgams, and many disappear into the Trough of Disillusionment never to […]

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