EDACafe Industry Predictions for 2023 – VSORA

By Khaled Maalej, CEO, VSORA

Semiconductor Industry Innovation Steams Ahead in 2023

Khalid Maalej

Due to a combination of events, the technology equity market suffered a steep drop in 2022. Some of those events were unrelated, including the COVID pandemic and the war in Ukraine. Others were triggered by policy decisions such as containment of China by the U.S. that disrupted the semiconductor supply chain and unbalanced the production of chips.

While I think the technology stock market hit bottom, predicting the market for the year ahead is like reading the future from tea leaves. Still, early signs indicate that the Chip Act approved by the U.S. congress and signed into law by President Biden is prompting the private industry to invest heavily in semiconductors. One obvious example is the construction of new fabs in U.S. and Europe. All considered, I predict that the stock market in 2023 will see an inversion and begin to rise again, more likely in the second half of the year.

Close to my area of expertise, I expect renewed Interest and a revival in autonomous driving from Level3 to Level5 after ebbing and flowing over the past few years. More and more startups and industry giants are investing in this area with new ideas feeding progress of the technology. I also predict that 2023 will see a technological breakthrough in AI, such as PetaFlop processing power with limited power consumption of less than 10W, both necessary for mobile applications at the edge, will become a reality. This will finally allow for affordable and effective implementation of AD vehicles within two years.

My 2023 prediction is an innovative year for the semiconductor industry.

Category: EDA Predictions

This entry was posted on Tuesday, January 17th, 2023 at 11:54 am. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.