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Semiconductor market negative in 2012

Semiconductor market negative in 2012
by Bill Jewell on 11-15-2012 at 12:30 am

September WSTS data shows the 3Q 2012 semiconductor market increased 1.8% from 2Q 2012. The year 2012 semiconductor market will certainly show a decline. 4Q 2012 would need to grow 11% to result in positive growth for 2012. The outlook for key semiconductor companies points to a 4Q 2012 roughly flat with 3Q 2012. The table below showsRead More


How Much Cost Reduction Will 450mm Wafers Provide

How Much Cost Reduction Will 450mm Wafers Provide
by Paul McLellan on 09-28-2012 at 9:05 pm

Image RemovedI’ve been digging around the Interwebs a bit trying to find out what the received wisdom is about how big a cost reduction can be expected if and when we transition to 450mm (18″) wafers from today’s standard of 300mm (12″). And the answers are totally all over the place. They vary from about… Read More


iPhone 5: Boost to semiconductor market?

iPhone 5: Boost to semiconductor market?
by Bill Jewell on 09-25-2012 at 11:03 pm

Image RemovedThe release of Apple’s iPhone 5 has led to much speculation on its impact on the economy. An analyst at J.P. Morgan estimated the iPhone 5 could add $3.2 billion to U.S. GDP in the fourth quarter, adding ¼ to ½ point to the GDP growth rate.

Analysts’ estimates for total iPhone sales in 4Q 2012 are in the range of 46 million Read More


2012 semiconductor market decline likely

2012 semiconductor market decline likely
by Bill Jewell on 08-16-2012 at 9:00 pm

The worldwide semiconductor market in 2Q 2012 was $73.1 billion, according to WSTS data released by the SIA. 2Q 2012 was up 4.7% from 1Q 2012 but down 2.0% from 2Q 2011. Major semiconductor companies are generally expecting slower revenue growth in 3Q 2012 versus 2Q 2012. The table below shows revenue estimates for calendar 3Q 2012… Read More


Directed Self Assembly

Directed Self Assembly
by Paul McLellan on 07-19-2012 at 9:00 pm

At Semicon, Ben Rathsack of Tokyo Electron America talked about directed self assembly (DSA) at the standing-room only lithography morning. So what is it? Self assembly involves taking two monomers that don’t mix and letting them polymerise (so like styrene forming polystyrene). Since they won’t mix they will … Read More


Electronics markets showing signs of recovery

Electronics markets showing signs of recovery
by Bill Jewell on 07-19-2012 at 8:10 pm

Electronics markets bounced back strongly in 2010 from the 2008-2009 recession. The recovery stalled in 2011 as a series of natural and human-made disasters hit various parts of the world. Japan was hit by an earthquake and tsunami in March 2011. Thailand was affected by floods which disrupted HDD production and thus impacted … Read More


Extreme Ultra Violet (EUV)

Extreme Ultra Violet (EUV)
by Paul McLellan on 07-15-2012 at 8:15 pm

Image RemovedEUV is the great hope for avoiding having to go to triple (and more) patterning if we have to stick with 193nm light. There were several presentations at Semicon about the status of EUV. Here I’ll discuss the issues with EUV lithography and in a separate post discuss the issues about making masks for EUV.

It is probably… Read More


Silicon on Insulator (SOI)

Silicon on Insulator (SOI)
by Paul McLellan on 07-14-2012 at 5:51 pm

Image RemovedI attended a panel session followed by a party during Semicon to celebrate Soitec’s 20th birthday. Officially it was titled An Insider’s Look at the Future of Mobile Technologies. But in reality it was a look at the future possibilities for SOI.

Silicon on Insulator (SOI) has been a sort of bastard child… Read More


Direct Write E-beam

Direct Write E-beam
by Paul McLellan on 07-13-2012 at 2:08 pm

Image RemovedOne of the presenters at the standing-room only litho session at Semicon this week was Serge Tedesco, the litho program manager at CEA-Leti in Grenoble France. He is running a program called IMAGINE for maskless lithography. Chips today are built using a reticle (containing the pattern for that layer of the chip) … Read More


Semicon West

Semicon West
by Paul McLellan on 07-11-2012 at 7:08 pm

Image RemovedI 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… Read More