Every year the GSA holds the GSA Silicon Summit. This year it is on April 10th at the Computer History Museum. It runs from 9am until 2.15pm. This year the focus is mostly on technologies other than simply scaling semiconductor technology. The meeting is divided into 3 sessions, each of which starts with a presentation and then is … Read More
International CES: Day Three
Tuesday, January 7
Today was the official start of International CES. The crowds were huge – almost every area of the massive Las Vegas Convention Center was crowded.
Now that we have all spent lots of money replacing our old picture tube television sets with big flat panel HDTVs, manufacturers are pushing the next big thing: Ultra… Read More
International CES: Day Two
Monday, January 6, 2014.Press conference day at International CES, starting with LG at 8 am and finishing with Sony at 5 pm. Some of the most interesting presentations (I will not overuse the word “cool” today) were:
Izon, LLC introduced a glasses-free 3D TV. They demonstrated on a 24 inch screen playing the latest … Read More
International CES: Day One
Semiconductor Intelligence will be attending the International CES this week in Las Vegas, Nevada. The Consumer Electronics Association (CEA) puts on the show each year. The CEA insists the meeting be called “International CES” and states “CES” no longer stands for Consumer Electronics Show. The… Read More
SEMI Industry Strategy Symposium
The SEMI Industry Strategy Symposium (ISS) is Jan 13th-15th at the Ritz-Carlton in Half Moon Bay. When I discussed this with my beautiful wife as a possible business trip for us and mentioned the agenda she stopped me and said, “You had me at Ritz-Carlton!” As you can see by the picture it has a beautiful ocean view and includes a world… Read More
Semiconductor equipment back on track
Global semiconductor manufacturing equipment sales have increased each of the last three quarters after dropping significantly in the second half of 2012, based on data from Semiconductor Equipment and Materials International (SEMI) and Semiconductor Equipment Association of Japan (SEAJ). Much of the volatility is in sales… Read More
Fab-U-Less! The 2013 Global Semiconductor Awards!
It was a dinner with more than a thousand semiconductor professionals from around the world keynoted by Author and Editor in Chief of Forbes Magazine Steve Forbes. What more could a humble blogger ask for? Even at $250 a plate it was well worth it just to mingle amongst the people who make this industry so great.
Global Semiconductor… Read More
Equipment Spending Down 2013; Expect 33% Growth in 2014
SEMI’s World Fab Forecast report, published in November, predicts that fab equipment spending will decline about -9 percent (US$32.5 billion) in 2013 (including new, used and in-house manufactured equipment). Setting aside the used 300mm equipment Globalfoundries acquired from Promos at the beginning of 2013 (NT$20-30 … Read More
The Leading Edge Depends on What You Are Doing
At Semicon Japan a few days ago, Subi Kengeri of GlobalFoundries delivered the keynote. While he covered a number of topics, using Tokyo’s recent win of the 2020 Olympics as a hook, one major theme was the increasing importance of processes other than the bleeding edge digital processes that get all the news.
What is leading… Read More
Semiconductor market could grow 15% in 2014
The global semiconductor market has grown 4% for the first three quarters of 2013 compared to a year ago, according to World Semiconductor Trades Statistics (WSTS). Guidance for 4Q 2013 revenue change versus 3Q 2013 varies widely for key semiconductor companies. Texas Instruments (TI), Broadcom, Infineon and Renesas all expect… Read More
IEDM 2025 – TSMC 2nm Process Disclosure – How Does it Measure Up?