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
GSA Award Nominees Announced
Today GSA announced the award nominees for the 2013 awards. They will be presented at the GSA Award Dinner on Thursday December 12th at the Santa Clara Convention Center. The keynote will be given by Steve Forbes.
Recently it was announced that the 2013 Dr. Morris Chang Exemplary Leadership Award winners are CEO and Chairman, Dr.… Read More
Tablets, smartphones & China still driving growth
Media tablets and smartphones have been the two most significant drivers of electronics and semiconductor growth for the last few years. Forecasts from two major market research firms indicate these devices will continue to be major drivers for the next few years. For 2013, Gartner and IDC (International Data Corporation) both… Read More
GSA Memory+ Conference in Taiwan
The GSA Memory+ conference Taiwan will take place on (Halloween!) October 31, 2013 at the Regent Taipei, Taiwan. The main theme of this year is highlighting Memory—the Critical Enabler for Prominent and Emerging Applications in System Logic Solutions.
GSA Memory+ Conference is the global industry event dedicated to all memory… Read More
SEMI Smart Technology Conference
I should start by saying that SEMI Smart Technology is not technology that is only half as smart as our phones, it is a conference on smart technology organized by SEMI. Officially it is called the International Technology Partners Conference with a sort of subtitle of From Smart Cars to Smart Cities: Shaping the Future of Microelectronics… Read More
Achieving Seamless 1.6 Tbps Interoperability for High BW HPC AI/ML SoCs: A Technical Webinar with Samtec and Synopsys