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Advanced Semiconductor Process Cost Trends

Advanced Semiconductor Process Cost Trends
by Scotten Jones on 12-13-2016 at 4:00 pm

The cost trend for leading edge semiconductor technologies is a subject of some controversy in the industry. Cost is a complex issue with many interacting factors and much of the information out in the industry is in my opinion misleading or incorrect. In this article, I will discuss each of the factors as well as present a view of … Read More


Design for Fanout Packaging

Design for Fanout Packaging
by Bernard Murphy on 12-12-2016 at 12:00 pm

In constant pursuit of improved performance, power and cost, chip and system designers always want to integrate more functions together because this minimizes inter-device loads (affecting performance and power) and bill of materials on the board (affecting cost). However it generally isn’t possible to integrate … Read More


Thin film Semiconductor Solutions for an Energy-Efficient Future

Thin film Semiconductor Solutions for an Energy-Efficient Future
by Anuja More on 11-27-2016 at 4:00 pm

For an industry with an estimated revenue potential of $22 billion by 2022, and a CAGR of 14% throughout 2016–2022, the slightest innovation in current modules holds considerable profit potential. The thin film semiconductor market has evolved from the previous generation of semiconductor electronics in the best interests… Read More


5 of the Top 20 Semiconductor Suppliers to Show Double-Digit Gains in 2016!

5 of the Top 20 Semiconductor Suppliers to Show Double-Digit Gains in 2016!
by Daniel Nenni on 11-15-2016 at 4:00 pm

Semiconductor Market Researcher IC Insights released an update to the 2016 semiconductor sales forecast which is interesting on many different levels. It really has been an exciting year for the semiconductor industry, absolutely. Two of the stars of this year’s report happen to be two of my favorite fabless companies, Nvidia… Read More


EUV transition comes into focus

EUV transition comes into focus
by Robert Maire on 11-04-2016 at 12:00 pm

We attended ASML’s analyst day in New York on Halloween. We were very impressed with the quality, content and clarity of the presentations and thought it was one of the best strategic positioning presentations we have seen in the semi industry. We also had an opportunity to meet with several members of senior management afterRead More


A Peek Inside the Global Foundries Photonic Death Star!

A Peek Inside the Global Foundries Photonic Death Star!
by Mitch Heins on 11-03-2016 at 12:00 pm

Last week I wrote about the Photonics Summit and hands-on training hosted by Cadence Design, PhoeniX Software and Lumerical Solutions and in that article I mentioned that Ted Letavic of Global Foundries laid out a powerful argument for why integrated photonics is a technology that is going main stream. This article dives into … Read More


Always-On IoT – FDSOI’s Always Better? What About Wafers? (Questions from Shanghai)

Always-On IoT – FDSOI’s Always Better? What About Wafers? (Questions from Shanghai)
by Adele Hars on 11-03-2016 at 7:00 am

Mahesh Tirupattur, EVP at low-power SERDES pioneer Analog Bits lead off the panel discussion at the recent FD-SOI Forum in Shanghai with the assertion that for anything “always on” in IoT, FD-SOI’s always better. They had a great experience porting their SERDES IP to 28nm FD-SOI (which they detailed last spring – see the ppt hereRead More


New Cortex-M7 Chip to Help Power Sophisticated IoT Solutions

New Cortex-M7 Chip to Help Power Sophisticated IoT Solutions
by Tom Simon on 11-01-2016 at 4:00 pm

IoT architects face a dilemma in partitioning the compute power of their systems between the cloud and the edge. The cloud offers large storage and heavy duty compute power, making it an attractive place to perform the computation needed for IoT tasks. However, moving large amounts of data from the edge to the cloud servers, can … Read More


2016 semiconductor capex highest in 5 years

2016 semiconductor capex highest in 5 years
by Bill Jewell on 10-25-2016 at 4:00 pm

Global semiconductor capital expenditures (capex) are expected to return to the level of 2011 either this year or next. 2011 was the record year for capex as the industry returned to growth following the 2009-2010 recession. IC Insights’ August 2016 forecast called for 3.5% growth in capital spending to reach $67.1 billion, the… Read More


Foundry is Majority of KLAC Business!

Foundry is Majority of KLAC Business!
by Robert Maire on 10-23-2016 at 8:00 pm

As we had projected, with KLA having the highest exposure to foundry/logic of any tool company, they are seeing the most near term strength as foundries (read that as TSMC) spend big for 10NM and 7NM. In addition the first tools you buy are yield management/metrology tools which KLA is the king of.

KLA put up numbers well above estimates….GeneratingRead More