“EV is the most important white elephant mankind has ever invented,” mentioned Penn, “the true disruption will come from hydrogen powered automobiles which refuel in 5 minutes – they’re the true Inexperienced different.”
The absurdity of some authorities attitudes on EVs is proven by the truth that California is insisting that petrol autos autos are to be phased out by 2035 however, mentioned Penn,“California has simply imposed a ban on charging automobiles in a single day as a result of the grid can’t cope.”
Penn sees basic flaws within the technique being adopted by the EU and USA geared toward on-shoring semiconductor crops.
“It’s not market pushed,“ mentioned Penn, “it’s not within the pursuits of shareholders, and it’s not preferred by the monetary neighborhood. Within the US the DoD are the one individuals who need it.”
Penn sees an enormous future for the sensible watch as a approach to monitor the physique. “That is the true way forward for sensible watches,” mentioned Penn, “Apple is positioning itself to be the dominant participant and Imec, which is as highly effective as Apple technologically, is doing the identical factor. Apple and Imec will dominate this sector.”
Penn believes that there’s “quite a lot of life left in Moore’s Regulation development, the trade is superb at fixing unsolvable issues.“
“TSMC leads the best way, for now,” mentioned Penn, “the N3 node was not prepared for iPhone 14 so it’s utilizing a tuned-up N5+ node labelled N4. TSMC‘s N3 node is now utilizing FinFET, in contrast to Samsung and Intel that are utilizing GAA, nevertheless TSMC’s N3 begins manufacturing this month vs subsequent yr for Samsung and Intel.”
Requested by EW if he’d put a wager on Intel catching up with the leaders on course of expertise by 2024, Penn replied: “ “It’s going to be a good deadline. They’re specialists and they’re doing the proper issues, however whether or not it’s 2024 or 2025 I don’t know. I give them probability – higher than 50-50 – but it surely’s not sure.”
Regardless of present vagaries Penn sees loads of development drivers to maintain the trade on its conventional monitor of increasing its unit shipments by 8% a yr.
These are: Sensible telephones PC and client, the communications spine, servers, automotive together with EV, vitality together with different vitality, IoT, residence automation, industrial together with robotics, transportation, AI, video games consoles, bio and eco-medical, quantum computing and sensors,.