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
eSilicon Try IP Before You Buy
I’ve written before about eSilicon’s IP Marketplace. This is the latest in several steps to automate more and more of the interface between eSilicon and its customers: MPW quotes, production quotes, tracking orders through manufacturing, and now IP quotes. There is a phrase in software development called “eating… Read More
Which Foundry will be First to FinFET?
The final session of the SEMI Industry Strategy Symposium (The CxO Panel) was the most interesting for me because executives from three of the four most influential semiconductor companies were on the panel: Dr. Goeff Yeap of Qualcomm, Dr. Jack Sun from TSMC, and Mr. Mark Bohr of Intel. Who is fourth you ask? That would be Apple of … Read More
SEMI ISS: The Outlook
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
The Dynamics of the China Semiconductor Industry
Paul McClellan and I are at the SEMI Industry Strategy Symposium this week in Half Moon Bay. Honestly there is too much to blog about here so I will have to pick the topics most interesting to me. The full capacity audience is also impressive. SEMI provides a list of attendees on their website which reads like “Who’s Who” of the semiconductor… Read More
Wanna Buy a Used Stepper? Only One Owner, Mint Condition…
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!
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
Semiconductor Capacity Utilization Rising
Semiconductor capacity utilization (the ratio of production to capacity) appears to be on the rise, based on available data. Reliable global industry capacity data has not been available since Semiconductor Industry Capacity Statistics (SICAS) disbanded in 2011.
TSMC and UMC (the two largest pure-play foundries according… Read More
eSilicon’s IP Marketplace
eSilicon engages with customers in many different ways, from providing a full menu of design services down to simply manufacturing parts. Increasingly, they have been automating a lot of this on their website. It started with automatic quotes for MPW shuttles and more recently they have a full production quote system for parts… Read More
Where have all the semiconductor drivers gone?
Tablets and smartphones have been key drivers of electronics and semiconductor growth for the last few years. However the growth rates for these devices are slowing as they have become more prevalent. Tablet shipments are expected to reach 229 million units in 2014, according to Gartner, equal to 73% of PC units. IDC projects smartphones… Read More
Intel’s Path to Technological Leadership: Transforming Foundry Services and Embracing AI