The start of the slowdown in the semiconductor market was of course the main interest for September. Analyst Malcolm Penn of Future Horizons was very clear in his forecasts for a sharp decline in 2022 and a fall in the market in 2023. This will be as significant as the fall in the market after the Internet boom in 2000, but will of course be patchy.
The softening in the consumer market is already happening, as the latest foundry data from Trendforce shows, and the key Chinese market contracts. Other areas such as automotive and industrial automation are set to continue to grow, albeit more slowly. And of course this is a good time for semiconductor startups and chip designers to take advantage of the recovery when it comes. Others though, such as Graphcore, are already having to cut back.
All of this does not particularly impact on the long term predictions of the semiconductor market, which will is still forecast to reach $1tn, but perhaps by 2032 rather than 2030.
The falling out of two long term partners was also of particular interest. ARM and Qualcomm have had a mutually beneficial partnership for a decade, with the later taking several architectural licenses to the ARM technology. That fell apart when Qualcomm bought high performance ARM chip designer Nuvia and took over Nivia’s license. ARM objected to this, and discussions could not resolve the dispute, which is now heading to court.
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