Semiconductor Engineering: Key Drivers in New Chip Industry Outlook

“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.”