Let’s start with yesterday evening, so technically yesterday. It was July 14th, which is the equivalent of Independence Day in France. So the perfect day for Leti, based in Grenoble, to present a lot of the work that they are doing on 3D “more than Moore” type technologies, including photonics. Also, wafer-scale… Read More
SEMICON Day 2: Outlook and Keynote Panel
The second day of SEMICON West opened with a press conference. Since it was at 7.30 in the morning we all needed the coffee that they provided. For those of us that remember the glory days of DAC some of the statistics were depressing:
- 45th year (hey, we got them beat on at least one statistic)
- 692 exhibitors
- 136 new exhibitors (about
SEMICON Day 1: IoT Everywhere…and China
The first day of SEMICON West for me is usually imec day. They have a full day of presentations. But I saw the most interesting ones in Brussels recently so I decided to go to the SEMI/Gartner day instead. They run in parallel ballrooms in the Marriot on 4th street.
To me there were two big themes. One was the unavoidable internet of things… Read More
SEMICON West Preview
Founded in 1971 (2015: 45th year), SEMICON West 2015 is coming to the Moscone Center in San Francisco on from Tuesday, July 14[SUP]th[/SUP] to Thursday, July 16[SUP]th[/SUP]. SEMICON is the premier show for equipment and materials companies supporting the semiconductor, MEMS and solar industries.
The main ways to get value … Read More
Semiconductor Equipment: the Report and the Show
Somebody said to me recently that SEMICON West, which takes place in San Francisco July 14-16th, isn’t that big a deal since very little manufacturing goes on in the US any more. In fact 15% of manufacturing capacity is in north america (I think that actually means the US since I don’t think there are any fabs in Canada).… Read More
SEMICON West, Free For Two More Days
SEMICON West is coming up July 14-16th. As always it is in San Francisco at the Moscone Center. Why should you go? Because SEMICON West attracts more than 30,000 professional attendees representing the leading global technology companies, including IDMs, foundries, fabless, contract packaging and test houses, OEMs, materials… Read More
ASMC 2015 Preview
From May 3[SUP]rd[/SUP] to May 6[SUP]th[/SUP] the 26[SUP]th[/SUP] annual Advanced Semiconductor Manufacturing Conference (ASMC) will be held in Saratoga Springs, New York.
The ASMC offers a unique view of challenges to the semiconductor industry focusing on things like defect reduction, metrology and fab operations. In… Read More
Breakfast was Fab: West Coast Wafers to Wall Street
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
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 Materials… Read More
Semiconductor CAPEX Growth Increases Fab Equipment Spending!
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