The Global Semiconductor Industry Analysts

The Global Semiconductor Industry Analysts

Bloomberg TV Interview ~ Japan Earthquake and Impact On Global Electronics Industry

17th March 2011

Watch Malcolm Penn's Live Interview With Bloomberg TV

Future Horizons' Chairman & CEO Malcolm Penn took part in a live interview on Bloomberg TV show "The Last Word" with Andrea Catherwood.  Hear Malcolm's analysis of the semiconductor industry following the Japanese earthquake.  

Malcolm Penn has over 45 years experience in the Semiconductor industry and has been running Future Horizons 'The Global Semiconductor Industry Analysts' organisation for over 20 years. 

About The Interview

Following the recent earthquake in Japan and the closure of many Japanese manufacturers such as Sony Corp and Hitachi Chemical Co, many organisations are beginning to question what are the long and short term consequences of this disaster and what affect they will have upon the global semiconductor and electronics industry. 

Well known for his accurate forecasts and bullish views, this is one interview you will want to watch.

How Do I Watch The Interview?

Watch the interview here

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Our Clients Comments On The Interview

  • Bonjour Malcolm, I just looked at your interview on Bloomberg. Clear and crisp. Brilliant, Well done!

VP Jean-Marc Pesnel, EMEA, Avago Technologies

  • Great Performance Malcolm - well adapted to the crisis!

Mike Smyth, EMEA Business Manager, Oxford Instruments Plasma Technology

  • Malcolm, nice work on the Japan piece on Bloomberg this afternoon.  I must confess to having quoted from your EW comments at a board meeting on Wednesday and used the message to take a measured view of the next 3-6 months. Lets hope that long-term the industry wakes up to the dangers of short-termism and invests in a secure supply chain and more 'own' fabs.

Ian Davidson, Director, Idea Business Solutions Limited

  • Just watched it, nice piece Malcolm, you explained a complex situation in very clear terms. Lets hope that everyone remembers your wise words when they cannot get their electronics devices in time for next Christmas.... and that the chip industry take heed and adopt a more diversified strategy of IDM and foundry use to balance capacity instead of the other way around, and we spread the foundries around the World a bit more to provide some cover for when things go wrong, as they surely will again. Intel seem to understand this with 'copy exact' on different continents so why don't the others? Well done and see you again soon.

Ian Burnett,  IDB Technologies Ltd