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One of the other blog worthy analyst presentations at ISS 2018 was by Len Jelinek of IHS. Len is my kind of analyst, he spent 28 years in the semiconductor industry before going to the dark side so he knows what he is talking about. Len’s presentation on Global Semiconductor Market Trends is action packed so I will be doing a lot of cut … Read More
As we begin another new year we begin another semiconductor conference cycle starting with SEMI ISS on January 15–18 at the Ritz-Carlton in Half Moon Bay California. This conference really sets the tone for the year and gives us a place to start thinking, acting, and reacting. This year it is all about the electronic devices we have… Read More
China has long been the largest market for semiconductors, accounting for over 50% of the global market for the last five years. China is now on track to become the largest semiconductor manufacturer in the next few years. The chart below shows China’s integrated circuit (IC) industry from 2010 to 2016, according to the China Semiconductor… Read More
One of Intel’s most advanced fabrication sites is called Ronler Acres, located in Hillsboro, Oregon and I jumped at the opportunity to visit this site on April 26th when members from the SEMI Pacific Northwest Chapter are meeting to discuss a timely topic, “The Age of Automotive Electronics”. The previous … Read More
The problem I have with semiconductor analysts and media today is that they rarely have depth in what they are talking about. Some because they have never actually worked in the industry and others because they have not worked in the industry since the 1970s. One famed analyst even repeated the mythical “Fabs cost $10B” generalization… Read More
By Dr. Dan Tracy, senior director, Industry Research and Statistics, SEMI
With the recent release of Apple’s 6s and the form factors of internet-enabled mobile devices and the emergence of the IoT (Internet of Things), advanced packaging is clearly the enabling technology providing solutions for mobile applications and for… Read More
As I sat down in the SEMI Arizona Chapter breakfast meeting a few weeks ago, a moment of semiconductor history flew right before my eyes before the IoT sessions started.
We were seated in the cafeteria of Freescale Building 94 on Elliot Road in Tempe, a place I’d been many times before, except this time may have been the last. NXP is consolidating… Read More
When I first moved to Oregon in 1978 the largest industry was forestry, but then the endangered Spotted Owl was found and that put an end to many forestry companies and decimated the economy of many rural cities. Strangely enough it turns out that the Spotted Owl was found in great numbers across multiple states, so it never should’ve… Read More
Last Tuesday was the SEMI’s annual Strategic Materials Conference (SMC). The opening keynotes were given by Gary Patton, the CTO of GlobalFoundries, and Mark Thirsk, Managing Partner of Linx Consulting. This year it was held in the Computer History Museum (which always makes the commute interesting since you have to fight… Read More
I’ve lived in Silicon Valley then moved north to the Silicon Forest (aka Portland, Oregon) in 1995, and thankfully we have a lot of high-tech companies here like: Intel, Lam Research (Novellus), Lattice Semi, Qorvo, Synopsys, Mentor, Cadence, Northwest Logic, etc. There’s a global industry organization called… Read More
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