CASPA eLetter: No. 203, January 15, 2021
Jan 15, 2021

Market trend

Dear Members,

You might think Smartphones will replace PCs soon. However, in the year 2020, there was a record of 300 Million Personal Computers sold worldwide since 2014. It is proven that the PC is still the primary productivity tool favored among us.

Last month, I assembled a PC for both AI training and gaming. However, the key components, such as Nvidia's GTX3090 cards and AMD's RYZEN 9 CPUs were tough to find. I had to use in-stock finders such as zooLert.com and nowinstock.net to alert me and order in time. In the finders, I also observed that flight simulation gears were also sold-out everywhere.

The pandemic is driving new opportunities. Internet becomes the bloodstream for live activities. Thanks to the advanced semiconductor process and ecosystem, a flight simulator machine used to sell for millions of dollars a decade ago can now play on your PC or game consoles. You can even add Oculus Quest 2 VR goggles for live-like pilot training virtually from any airport, any plane, and go anywhere on earth. Flying over Yosemite National Park, believe it or not, is a fun activity right at your home. It is so immersive and photo-realistic that you may not think you are in a simulated world.

With the help of semiconductor process advancement, Artificial Intelligence (AI), Virtual Reality (VR), and Augmented Reality (AR) solutions are found their typical use during the COVID-19. Offices and schools are no longer centralized during this period and require using these virtual tools to have work done. To describe this trend for virtualizing everything, I introduced a new acronym, Virtualization of things (VoT), to highlight the significance.

The global Simulation Software market size is projected to reach US$14.4 billion by 2026, from US$ 6.8 billion in 2020, at a CAGR of 13.2% during 2021-2026. That said, our world will be more virtual than ever.

On the other hand, this week is also 2021 CES week, and we hear many new product releases and announcements. One thing worth to mention is that we are glad to see Pat Gelsinger, CEO of VMware, to be the new CEO of Intel. Mr. Gelsinger was CASPA's annual dinner banquet's keynote speaker in 2012. We congratulate his achievement.

In conclusion, 2020 is ending with crisis and opportunities, and Happy New Year 2021.

Best Regards,

Danny Hua

Executive Advisor, Board of Advisors, CASPA

CASPA Events

CASPA Monthly Special Interest Group Seminar

Date: Jan. 30, 2021 Sat. 5pm - 6:30pm

Topic: Semiconductor Package and Testing, the State of the Art

Speakers: ASE USA, Senior Technology Fellow: William Chen

               JCET, VP of Engineering: Yaojian Lin

Registration: Please visit www.caspa.com

CASPA 2020-2021 Event Calendar

Symposiums/Conferences 

03/13/2021 (Sat)                 2021 Spring Symposium

07/24/2021 (Sat)                 2021 Summer Symposium

10/16/2021 (Sat)                 2021 Annual Conference & Dinner Banquet

Tradeshows

04/13 - 04/15, 2021             DesignCon Conference, Santa Clara, CA

07/13 - 07/15, 2021             Semicon West, San Francisco, CA

Seminars and Workshops   

01/30/2021 (Sat)                  Special Interest Group I:  Heterogeneous Integration and SiP

02/20/2021 (Sat)                  Law Seminar

03/27/2021 (Sat)                  Financial Seminar

04/03/2021 (Sat)                  Education Day

04/24/2021 (Sat)                  Special Interest Group II

06/26/2021 (Sat)                  Tech Education Day

08/14/2021 (Sat)                  Special Interest Group III

Career Development and Entrepreneurship

05/15/2021 (Sat)                  CASPA High Tech Job Fair (Silicon Valley)

07/10/2021 (Sat)                  Entrepreneurship Seminar

International Delegation Trips

09/08 - 09/10/2021              CASPA 2021 SEMICON Taiwan Delegation (Taiwan)

Sponsors and Members Networking  (by invitation only)

02/26/2021 (Fri)                   Spring Corporate Sponsor Mixer

05/29/2021 (Sat)                  Volunteer Team Building 

08/13/2021 (Fri)                   Summer Corporate Sponsor Mixer

Notes: 
Additional events and co-host events may be added later during the year. Actual event dates are subject to change without notice. Please contact CASPA office for change notice.

Semiconductor News

DateTitle (Chinese)Title (English)
1/15/2021
台积电的烦恼TSMC's worries
1/15/2021半导体设备龙头的并购史M&A history of semiconductor equipment giants
1/15/2021全球半导体设备“大乱斗”Global semiconductor equipment companies in arena
1/15/2021中国本土晶圆产业链集体爆发The rapid developement of China's local wafer industry chain
1/15/2021半导体行业的一个新机会A new opportunity in the semiconductor industry
1/15/2021汽车厂商押注SiCCar manufacturers' bet on SiC chips
1/15/2021​ AMD如何应对半路杀出的程咬金?How did AMD cope with the unexpected competitors?

Alliance Events

CASPA Job Alert

Summary of Past CASPA Major Events

The following links include presentation materials and/or summary for previous major CASPA events in the recent year:

Thank you for your kind attention and generous support. We look forward to seeing you at CASPA events.


Sincerely,

CASPA | eLetter Publication


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