semi forecastsOutside of China, the entire industry may have been negative for years. I knew the chip business was struggling but this chart is startling. For the last five years, growth has been only ~3%. For the last ten, only ~4%. After inflation, everything stagnant. 

For 2016, the new forecast is -2.4%, with the largest drop in the Americas. They forecast +2% in each of 2017 & 2018. 

China has committed $60B plus to the domestic chip industry and is sure to take market share. Including Taiwan, that's the industry future. There are virtually no interesting chip startups in the U.S. The San Jose area continues booming with Google, Facebook and software/web companies but no hardware. 

Silicon Valley is dying.


From WSTS:

Worldwide Semiconductor Market is forecasted to be US$327 billion in 2016, down slightly from 2015.

The World Semiconductor Trade Statistics (WSTS) has released its new semiconductor market forecast generated in May 2016. 
WSTS expects the world semiconductor market to be down 2.4% in 2016 at US$327 billion with growth returning in 2017 and 2018. For 2016, growth in Optoelectronics (1.8%), Sensors (7.6%), and Analog ICs (1.0%) is expected to be offset by declines in 
Memory (-10.2%) and Logic (-2.5%). By geography, for 2016, declines are expected across all regions with the largest decline in Americas.

Worldwide Semiconductor Market is expected to grow slightly in 2017 and 2018.

For 2017 and 2018, all major product categories and all regions are forecasted to grow reaching US$341 billion in 2018. As a result, the worldwide semiconductor market is forecasted to be up ~2% year-on-year in both 2017 and 2018.

German Fibre plans to expand nationwide

The FTTH -expanding of German glass fiber is not limited to four provinces. The company will invest around 1.5 billion euros in Germany in the coming years.

The German fiber plans to expand its network in the future in Germany. The stated Brady Rafuse, since May 2016 new in the management of the company, theHandelsblatt . The German fiber is so far only active in the states of North Rhine-Westphalia, Schleswig-Holstein, Bavaria and Lower Saxony and moved to rural fiber optic cables into the homes.


Also, the company intends to apply for funding for broadband expansion.German fiber will invest around 1.5 billion euros in Germany in the coming years. Last year, the investment group acquired and announced to invest in their growth a majority stake in German glass fiber.

EUR 450 million for growth

The company, a subsidiary of the Dutch construction group Reggeborgh had announced in July 2015 that the private equity firm KKR would take over, with headquarters in New York, the majority in the company. Reggeborgh stay but engaged in German fiberglass. KKR announced to spend 450 million euros for growth of the German glass fiber.

The company works with the "less deep open laying technology" of 20 centimeters wide and 40 centimeters deep. German fiber offers Internet and telephony with an unrestricted Flatrate with up to 100 Mbit / s in both upstream and downstream for monthly 34.95 euros in 24-month contract binding. Who does not terminate, the contract will be extended by twelve months, after which the connection is terminated monthly. In addition, a commitment fee of one-time 50 Euro.

Bandwidth Upgrade 200 option for a data transfer rate of up to 200 Mbit / s in both upstream and downstream costs per month 10 Euro additionally.

Latest issue

Jan 18

300,000 Indian Villages Fibered; 325,000 More To Come
Verizon, NTT, AT&T: ?$200-$400 5G Costs Much Lower Than Expected
Important: 5G Handles 10x More Data Than 4G
India Passes U.S. in Smartphones
AT&T Probably Will Not Have a 5G Mobile Phone in 2018
Pai, Speaking of Immigration, Put His Career on the Line
35b: Ready or Not? Germans Say Not, Some Say Yes
Qualcomm's Not To Be Believed Comeback in

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Manoj Sinha announced that 300,000 Indian villages have been connected by fiber and BharatNet is on target for 325,000 more early in 2019. This is by far the largest rural broadband project in history. Bids are out for 500,000 Wi-Fi hotspots and 130.000 post offices will connect. The telcos are offered low prices to bring in LTE and fiber home. Programs are underway for > 100,000 local business to offer connectivity.  

Ajit Pai risked his career by challenging Trump's immigration policy. "My love and reverence for this country comes from living in the house of Raj and Radha Pai. My parents know a little something about the American Dream. They came to this country 46 years ago with literally no assets other than $10, a transistor radio, and a desire to achieve that dream." I never imagined America would plan to deport four million people. 

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