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IC capacity utilization declined in 3Q 2011

IC capacity utilization declined in 3Q 2011
by Bill Jewell on 12-14-2011 at 11:54 pm

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

Semiconductor market to grow 3% in 2011, 9% in 2012
by Bill Jewell on 11-16-2011 at 9:00 pm

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 capacity data loses TSMC and UMC
by Bill Jewell on 10-19-2011 at 10:26 am

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 UnitedRead More


A New Name: ‘Si2Con’ Arrives October 20th!

A New Name: ‘Si2Con’ Arrives October 20th!
by Daniel Nenni on 10-11-2011 at 7:58 pm

Image RemovedIn 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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  • Design tool flow integration (OpenAccess)
  • DRC
  • Read More

    Global Semiconductor Alliance Ecosystem Summit Trip Report!

    Global Semiconductor Alliance Ecosystem Summit Trip Report!
    by Daniel Nenni on 10-10-2011 at 7:06 pm

    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.
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    The GSA
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    Semiconductor equipment spending beginning to decline

    Semiconductor equipment spending beginning to decline
    by Bill Jewell on 09-25-2011 at 7:41 pm

    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

    Economic news not all bad for semiconductors
    by Bill Jewell on 08-30-2011 at 2:06 pm


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    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 forRead More


    ISSCC Semiconductors for Healthy Living

    ISSCC Semiconductors for Healthy Living
    by Daniel Nenni on 02-26-2011 at 4:19 pm

    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


    Semiconductor Forecast 2010-2011 Update!

    Semiconductor Forecast 2010-2011 Update!
    by Daniel Nenni on 10-03-2010 at 10:35 pm

    It’s that time of the quarter again, where the semiconductor analysts revise forecasts, passing off glorified guesstimates as valid financial planning data. They aren’t forecasts! They are observations! I blame these hacks for the 12.5% Silicon Valley unemployment rate! I blame these hacks for the dwindling available capitol… Read More


    The New Semiconductor Economy

    The New Semiconductor Economy
    by Daniel Nenni on 07-04-2010 at 1:29 pm

    Bill Wiseman of McKinsey & Company presented “Waking up to the new normal, the world economy after the great recession” at a recent ITAC GSA Conference. Bill supports my previous semiconductor financial predictions in great and graphical detail.

    In the United States: unemployment claims are up, home sales are down without… Read More