The International Consumer Electronics Show (CES) last week in Las Vegas, Nevada was the largest in history, with over 3,100 exhibitors and over 153,000 attendees – over 20% international. Hopefully this was a good sign of a solid recovery in the electronics and semiconductor industries. The major Japanese and Korean consumer… Read More
T’is the season for…semiconductor forecasts
T’is the season to be jolly…and to predict the next year’s semiconductor market.
KPMG does a regular survey of senior executives in semiconductor companies to get their outlook on the year ahead. The message this year is mixed. 41% of executives expected their business to grow by more than 5% next year, which sounds not too bad until… Read More
IC capacity utilization declined in 3Q 2011
SICAS (Semiconductor Industry Capacity Statistics) has released its 3Q 2011 data, available through the SIA at: SICAS data . Beginning with 2Q 2011 the SICAS membership list no longer includes the Taiwanese companies Nanya Technology, Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) or United Microelectronics Corporation… Read More
Semiconductor market to grow 3% in 2011, 9% in 2012
The outlook for the global semiconductor market in 2011 has deteriorated from earlier in the year due to multiple factors including slower than expected economic growth in the U.S., debt crises in Europe and the Japan earthquake and tsunami. Recent forecasts have narrowed down to a range of -1.4% to 3.5%. In the first half of 2011,… Read More
SICAS capacity data loses TSMC and UMC
SICAS (Semiconductor Industry Capacity Statistics) has released its 2Q 2011 data with significant changes in membership. The data is available through the SIA at: SICASdata The SICAS membership list no longer includes the Taiwanese companies Nanya Technology, Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) or United… Read More
A New Name: ‘Si2Con’ Arrives October 20th!
In case you have not heard, the 16th Si2-hosted conference highlighting industry progress in design flow interoperability comes to Silicon Valley (Santa Clara, CA) on October 20th. Si2Con will showcase recent progress of members in the critical areas of:
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Global Semiconductor Alliance Ecosystem Summit Trip Report!
Being an internationally recognized industry blogger (IRIB) does have its benefits, one of which is free invites to all of the cool industry conferences! The presentations are canned for the most part but you can learn a lot at the breaks and exhibits if you know the right questions to ask, which I certainly do.
The GSA Semiconductor… Read More
Semiconductor equipment spending beginning to decline
Semiconductor manufacturing equipment shipments have leveled off after a strong rebound from the 2008-2009 downturn. August 2011 three-month-average shipments based on combined data from SEMI (North American and European companies) and SEAJ (Japanese companies) were $2.9 billion, down from a peak of $3.2 billion in May … Read More
Economic news not all bad for semiconductors
The economic news lately has been bleak. U.S. GDP grew at an anemic 0.4% in 1Q 2011 and 1.0% in 2Q 2011 – leading to increased concerns about a double-dip recession. High government debt levels in the U.S. and several European nations have contributed to volatile stock markets. The news does not seem to be any better for the semiconductor… Read More
ISSCC Semiconductors for Healthy Living
Not only do I enjoy San Francisco, I really enjoy the International Solid-State Conference that was held in San Francisco again last week. This was ISSCC #57 I believe. ISSCC attracts a different crowd than other semiconductor conferences, probably because there are no exhibits and no sales and marketing nonsense, just serious… Read More
Intel’s Path to Technological Leadership: Transforming Foundry Services and Embracing AI