Semiconductor Engineering: Key Drivers in New Chip Industry Outlook

by Madelyn Miller, On May 04, 2020

Key Drivers in New Chip Industry Outlook

May 4th, 2020 – By Ed Sperling

CEOs and analysts examine winners and losers and where demand is shifting.

“Opinions are all over the place,” said K. Charles Janac, chairman and CEO of Arteris IP. “If you look at high tech, about 60% of the segments are down, 40% are up. What’s up is infrastructure, which includes data centers, networking, cameras, security, entertainment and video games. What’s down are the end points — smart phones, cars, some consumer, industrial and automotive. The big question is whether this is due to the pandemic and overreaction, or whether this is going to be a debt-driving mainstream crisis.”

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