Spending on semiconductor manufacturing equipment is headed for healthy growth in 2014. The latest data from SEMI and the Semiconductor Equipment Association of Japan (SEAJ) shows March 2014 three-month-average billings for semiconductor manufacturing equipment were up 16% from February 2014 and up 31% from a year ago. Bookings… Read More
Author: Bill Jewell
Applied Power Electronics Conference & Exposition 2014: "Less Power"
On the television show “Home Improvement”, Tim Allen’s character always sought “more power” for whatever project he was working on. The theme of the Applied Power Electronics Conference and Exposition (APEC) 2014 could have been “less power”. APEC 2014 featured five days of seminars and sessions including professional education,… Read More
2014 Semiconductor Growth Could be 2X 2013 Rate
The fourth quarter 2013 semiconductor market declined 0.8% from the third quarter, according to World Semiconductor Trade Statistics (WSTS). Full year 2013 growth was 4.8%. Our most recent 2013 forecast at Semiconductor Intelligence was 6% in November 2013, based on expectations of positive growth in 4Q 2013. Who had the most… Read More
International CES Wrapup
Semiconductor Intelligence attended the International CES last week in Las Vegas, Nevada. A wide variety of consumer electronics devices were displayed at the conference. These ranged from:
· Fascinating – but is it practical? (personal robots, drones)
· Exciting – but when will it be cheap enough for the mass market? (UHD TV,… Read More
International CES: Day Four
Wednesday, January 8.
Sensors are big at CES. Big as in many vendors and applications, but small in size. Sensors were prominent features in automobiles, PCs, tablets and mobile phones. But the most exciting is the relatively new area of digital health and fitness. CES has 366 exhibitors in this category, with most of them featuring… Read More
International CES: Day Three
Tuesday, January 7
Today was the official start of International CES. The crowds were huge – almost every area of the massive Las Vegas Convention Center was crowded.
Now that we have all spent lots of money replacing our old picture tube television sets with big flat panel HDTVs, manufacturers are pushing the next big thing: Ultra… Read More
International CES: Day Two
Monday, January 6, 2014.Press conference day at International CES, starting with LG at 8 am and finishing with Sony at 5 pm. Some of the most interesting presentations (I will not overuse the word “cool” today) were:
Izon, LLC introduced a glasses-free 3D TV. They demonstrated on a 24 inch screen playing the latest … Read More
International CES: Day One
Semiconductor Intelligence will be attending the International CES this week in Las Vegas, Nevada. The Consumer Electronics Association (CEA) puts on the show each year. The CEA insists the meeting be called “International CES” and states “CES” no longer stands for Consumer Electronics Show. The… Read More
Semiconductor equipment back on track
Global semiconductor manufacturing equipment sales have increased each of the last three quarters after dropping significantly in the second half of 2012, based on data from Semiconductor Equipment and Materials International (SEMI) and Semiconductor Equipment Association of Japan (SEAJ). Much of the volatility is in sales… Read More
Semiconductor market could grow 15% in 2014
The global semiconductor market has grown 4% for the first three quarters of 2013 compared to a year ago, according to World Semiconductor Trades Statistics (WSTS). Guidance for 4Q 2013 revenue change versus 3Q 2013 varies widely for key semiconductor companies. Texas Instruments (TI), Broadcom, Infineon and Renesas all expect… Read More
Elon Musk Given CHIPS Act & AI Oversight – Mulls Relocation of Taiwanese Fabs