Hardware & Semis

Sector journalism and trade press.

• EE Times
  Electronics engineering industry trade pub.
• SemiAccurate $
  Semiconductor industry analysis and rumors.
• AnandTech (legacy archive)
  Closed in 2024; archive remains a benchmark resource.
• Tom's Hardware
  Consumer hardware reviews and news.
• The Register — Hardware
  British IT news with deep hardware coverage.
• SemiWiki
  Semiconductor industry community.
• IEEE Spectrum
  IEEE flagship publication; semis and electronics coverage.
• Reuters Technology
  Semiconductor industry news.

Membership bodies, advocacy, standards.

• SIA — Semiconductor Industry Association
  US semiconductor industry trade group.
• SEMI
  Global electronics manufacturing supply chain.
• ESIA — European Semiconductor Industry Association
  European chip industry.
• JEITA — Japan Electronics & IT Industries
  Japan's electronics industry association.
• TSIA — Taiwan Semiconductor Industry Association
  Taiwan's semi industry; the world's foundry capital.
• CTA — Consumer Technology Association
  Consumer electronics; runs CES.

Where deals get done and announcements happen.

• CES
  Largest consumer electronics show; Las Vegas, January.
• SEMICON West / Europa / Taiwan / Japan / China
  SEMI's global trade shows.
• Hot Chips
  Symposium on high-performance chip design.
• ISSCC — IEEE International Solid-State Circuits
  Premier IC research conference.
• Computex Taipei
  Asia's largest computer trade show.
• MWC Barcelona / Las Vegas
  Mobile devices showcase.
• NVIDIA GTC
  AI compute showcase; de facto AI hardware event.

Sector-specialist analysts and data providers.

• IDC Semiconductor Research $
  Semi market sizing and tracking.
• Gartner Semiconductor $
  Magic Quadrants for semi categories.
• TrendForce $
  DRAM/NAND/display panel pricing data.
• VLSI Research $
  Semiconductor capital equipment data.
• Yole Group $
  Semi research; advanced packaging, sensors.
• Counterpoint Research $
  Smartphone, PC, semi market data.
• Canalys / IDC PC tracker $
  PC and smartphone market shares.

Agencies that govern the sector.

• BIS — Bureau of Industry & Security
  US export controls (chip exports to China).
• CHIPS Office (Commerce)
  CHIPS Act funding administration.
• FTC / DOJ — Antitrust on Semiconductors
  Reviews mega-mergers (e.g., NVIDIA/Arm blocked).
• EU Chips Act / European Commission DG-CONNECT
  EU equivalent of CHIPS.
• MOFCOM (China Commerce)
  China's review and counter-export controls.
• CFIUS — Committee on Foreign Investment
  Reviews foreign acquisitions of US chip cos.

Bellwethers and notable executives.

• TSMC — Taiwan Semiconductor Manufacturing
  C.C. Wei, CEO. World's largest pure-play foundry.
• NVIDIA
  Jensen Huang, CEO. AI accelerators; world's most valuable semi co.
• Samsung Electronics
  Memory, foundry, smartphones; conglomerate.
• Intel
  Lip-Bu Tan, CEO (incoming). x86 CPUs, foundry strategy.
• Broadcom
  Hock Tan, CEO. Networking, custom AI silicon, software (VMware).
• AMD
  Lisa Su, CEO. CPUs and AI GPUs.
• Qualcomm
  Cristiano Amon, CEO. Mobile SoCs and licensing.
• Apple
  Tim Cook, CEO. Apple Silicon (M-series, A-series).
• Micron Technology
  Sanjay Mehrotra, CEO. Major DRAM/NAND maker.
• SK Hynix
  Kwak Noh-jung, CEO. Korean memory leader; HBM dominance.
• ASML
  Christophe Fouquet, CEO. EUV lithography monopoly; Dutch.
• Applied Materials
  Gary Dickerson, CEO. Largest semi equipment maker.
• Lam Research / KLA / Tokyo Electron
  Other major semi equipment makers.
• Texas Instruments
  Haviv Ilan, CEO. Analog and embedded leader.
• Arm Holdings
  Rene Haas, CEO. Mobile/edge IP licensing.