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Breakfast was Fab: West Coast Wafers to Wall Street

Breakfast was Fab: West Coast Wafers to Wall Street
by Paul McLellan on 04-07-2015 at 7:00 am

SEMI describes themselves as “the global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries.” That is a pretty broad remit. One of the things that they do as a neutral party is produce the World Fab Forecast. This is actually a bottom-up database that tracks fabs as they … Read More


SEMI Wafers to Wallstreet – New England Forum March 12, 2015

SEMI Wafers to Wallstreet – New England Forum March 12, 2015
by Scotten Jones on 04-02-2015 at 4:00 pm

On March 12 SEMI held a New England Forum breakfast event entitled “Wafers to Wallstreet” with four speakers. The main focus of the discussion was on the “Internet of Things” and the following are my impression from the talks in a bullet point format.

Device Scaling and Performance in the Era of IoT – Gary Rosen, Applied MaterialsRead More


Semiconductor CAPEX Growth Increases Fab Equipment Spending!

Semiconductor CAPEX Growth Increases Fab Equipment Spending!
by Daniel Nenni on 04-01-2015 at 8:00 am

SEMI Forecasts 15% Increase in Fab Equipment Spending for 2015

With worldwide capex growth of 8%, fab equipment spending is expected to increase by 15% in 2015, according to the most recent edition of the SEMI (www.semi.org) World Fab Forecast. SEMI’s data also predicts a slowdown of fab equipment spending in 2016 to low single … Read More


SEMI: All This and Breakfast Too

SEMI: All This and Breakfast Too
by Paul McLellan on 03-18-2015 at 7:00 am

Are you interested in any of these?

  • Internet of Things
  • Trends and Forecast for Fabs
  • Inflections Points
  • Semiconductor CAPEX
  • Cost Effective Scaling
  • Prospects for 450mm
  • Future of EUV
  • Mobile Machine Learning
  • Robotics/Drones
  • Cybersecurity
  • Used Equipment Markets
  • World Fab Databases
  • Free breakfast

No? Then I think you got the wrong… Read More


Semiconductor in China: Is 3rd Time a Charm?

Semiconductor in China: Is 3rd Time a Charm?
by Paul McLellan on 03-07-2015 at 7:00 am

China has recently announced extremely ambitious plans for becoming more self-sufficient in semiconductors. Today China is about 1/3 of the worldwide IC market but about 90% of that is imported. Think of something like the iPhone assembled in Shenzen with chips from TSMC, Samsung, Hynix, Toshiba/Sandisk , Micron and more (Taiwan,… Read More


SEMI ISS: Samsung, the Keynote That Wasn’t

SEMI ISS: Samsung, the Keynote That Wasn’t
by Paul McLellan on 02-12-2015 at 7:00 am

At the SEMI International Strategy Symposium last month, one of the keynotes was by Jim Elliot, the CVP of Memory Marketing for Samsung. Unfortunately, due to some personal emergency, he wasn’t able to make it. But he did allow the slides of the presentation he would have given to be put up on the SEMI website. So here, for the… Read More


ASE and Brewer Science Win SEMI Award

ASE and Brewer Science Win SEMI Award
by Paul McLellan on 01-16-2015 at 7:00 am

Tuesday night was the SEMI awards banquet at ISS in Half Moon Bay. The SEMI Award was established in 1979 to recognize outstanding technical achievement and meritorious contribution in the areas of Semiconductor Materials, Wafer Fabrication, Assembly and Packaging, Process Control, Test and Inspection, Robotics and Automation,… Read More


SEMI ISS: The Outlook

SEMI ISS: The Outlook
by Paul McLellan on 01-14-2015 at 12:11 pm

I spent Monday at the SEMI ISS meeting in Half Moon Bay. There is a lot of stuff to choose from, the entire day was interesting throughout. The day started with a keynote from Scott McGregor, the CEO of Broadcom. I’ll cover that in a separate posting.


Next up was Andrea Lati of VLSI Research on The Cycle: Is It Different This Time?Read More


Wanna Buy a Used Stepper? Only One Owner, Mint Condition…

Wanna Buy a Used Stepper? Only One Owner, Mint Condition…
by Paul McLellan on 01-10-2015 at 12:20 pm

Back in the early 90s there used to be a billboard alongside 237 advertising second-hand fab equipment: steppers, ion implanters, diffusion ovens. It used to amuse me as an “only in silicon valley” thing; after all, even in silicon valley the number of individuals who were likely to be in a position to buy used fab equipment… Read More


Riding the Wave of Silicon Magic in 2015!

Riding the Wave of Silicon Magic in 2015!
by Daniel Nenni on 12-26-2014 at 7:00 am

2014 was a busy year for SemiWiki. We attended dozens of events, met hundreds of people (if not thousands), and published 810 blogs and a book that reached more than half of a million people. We collaborated throughout the fabless semiconductor ecosystem all year long and let me tell you it has been an amazing mind expanding experience,… Read More