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I have been spending some time at Semicon West at the Moscone center the last couple of days. Since it was only a month ago that I was there for DAC, the first contrast is the size of the show. DAC didn’t fill Moscone South. Semicon fills Moscone South, and North, and the corridor between. And Moscone West on the other side of 4th … Read More
Semiconductor manufacturing equipment has returned to growth after a falloff in the second half of 2011. Combined data from SEMI (U.S. andEuropean companies) and SEAJ (Japanese companies) show billings peaked at a three-month-average of $3.2 billion in May 2011. Bookings and billings began todrop in June 2011, with billings… Read More
Yesterday’s SEMICO IP Ecosystem Conference was well worth the time. Everybody was there: ARM, Synopsys, Cadence, Mentor Graphics, GlobalFoundries, TSMC, MIPS, Tensilica, AMD, Atrenta, Sonics, and Tabula, everybody except Intel of course. What do Intel and I have in common? We don’t play well with others…
First up was… Read More
The world semiconductor market declined 2.2% in 1Q 2012 from 4Q 2011, according to WSTS. The market ended 2011 on a down slide, with 4Q 2011 down 7.7% from 3Q 2011. The year 2011 semiconductor market was up only 0.4%.
Three major events contributed to the weakness in 2011:
[LIST=1]
In one of Portlandia’s TV program sketches, there is a funny interchange between a carrier salesperson and Fred Armisen (of SNL fame) who was trying to buy a phone. One chuckle line was a statement by the seller that the phone was free after paying for it and that there was a one-time annual fee. With this anecdote as a mental backdrop,… Read More
At the GSA 3D IC working group meeting, Cadence presented their perspective on 3D ICs. Their view will turn out to be important since the new chair of the 3D IC working group is going to be Ken Potts of Cadence. Once GSA decided the position could not be funded then an independent consultant like Herb Reiter had to bow out and the position… Read More
At the GSA silicon summit yesterday the first keynote was by Subramanian Iyer of IBM on Keeping Moore’s Law Alive. He started off by asking the question “Is Moore’s Law in trouble?” and answered with an equivocal “maybe.”
Like some of the other speakers during the day, he pointed out that … Read More
The first GSA Silicon Summit will address the complexity, availability and time-to-market challenges that the industry must overcome to enable low power, cost effective solutions to keep pace with Moore’s Law. With never ending customer demand of better, faster and cheaper, semiconductor manufacturers must continually… Read More
The SICAS (Semiconductor Industry Capacity Statistics) program has been discontinued after the release of the 4Q 2011 data, available through the SIA at http://www.sia-online.org/industry-statistics/semiconductor-capacity-utilization-sicas-reports/
The latest report stated: “Due to significant changes in the… Read More
The world semiconductor market grew a slight 0.4% in 2011, according to WSTS. In early 2011, expectations were for growth in the 6% to 10% range. Various natural and man-made disasters lead to weaker than expected growth. The March 2011 earthquake and tsunami in Japan disrupted semiconductor and electronics production. Floods… Read More
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Intel’s Path to Technological Leadership: Transforming Foundry Services and Embracing AI