New Perspectives In Semiconductors Technologies, Geopolitics, & Outlooks
ABSTRACT
Dan Hutcheson is well known for challenging the common wisdom and shedding new light on current challenges and opportunities. So instead of asking for another forecast presentation, we asked him to dazzle us with new perspectives. With 3 years of solid growth behind us and we face a slowdown, he’s promised to answer the question ever present question of has the silicon cycle moderated, as many believe? Or as some pessimists have forecast, is there a massive >20% downturn lurking out there. Previously, this question has been answered on the basis of near-term statistical probability. Dan will show how structural changes to the industry in this century has moderated the fundamental nature of the silicon cycle. Given that Dan was the first to forecast an industry slowdown — 1981-1982, we hope he’s right.
BIOGRAPHY
Dan is Vice Chair of TechInsights Inc. He is a recognized authority on the semiconductor industry, winning SEMI’s Sales and Marketing Excellence Award in 2012 for “empowering executives with tremendous strategic and tactical marketing value" through his e-letter, The Chip Insider®; his book Maxims of Hi-Tech, and his many interviews of executives.
As some industry leaders have said, “He is the marketing voice and expert for the industry.” “Dan has methodically captured the essence of the industry and produced it in such a way for all to benefit … He has been such an integral part of the industry for so long, it is difficult to imagine the industry without his contributions.”
Dan’s public work on the industry has often focused on challenging predictions of the demise of Moore’s Law that date back decades by demonstrating how doomsayers have been outpaced by emergent behavior through the innate ability of technologists to innovate. This has included invited articles for Scientific American, the SIA, and the Plenary at the SPIE Advanced Lithography Conference. Most recently, he’s been advising the U.S. Office of Chips Act R&D.