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Moore’s Law and Silicon Forest

Moore’s Law and Silicon Forest
by Daniel Payne on 11-04-2015 at 4:00 pm

When I first moved to Oregon in 1978 the largest industry was forestry, but then the endangered Spotted Owl was found and that put an end to many forestry companies and decimated the economy of many rural cities. Strangely enough it turns out that the Spotted Owl was found in great numbers across multiple states, so it never should’ve… Read More


Semiconductor market going negative?

Semiconductor market going negative?
by Bill Jewell on 10-30-2015 at 12:00 am

The outlook for the semiconductor market for the remainder of 2015 is mixed. Intel’s 3Q 2015 revenues were up 10% from 2Q 2015 and guidance is for 2.3% growth in 4Q 2015. Most other companies which have announced 3Q 2015 results expect revenue declines in 4Q 2015. The most severe drops (based on the midpoint of company guidance) are… Read More


Diversity of chip segments had tempered downturns but no more?

Diversity of chip segments had tempered downturns but no more?
by Robert Maire on 10-29-2015 at 12:00 pm

* The Current Downturn is more Broadly Based…
* Back to the “bad old days” of Lemmings off a cliff???
* Its not just a Foundry thing…
* All corners of the chip industry are impacted!!!Read More


The best possible merger in the Semiconductor Capital Equipment Business history!

The best possible merger in the Semiconductor Capital Equipment Business history!
by Robert Maire on 10-21-2015 at 12:00 pm

A new powerhouse to dominate over AMAT
Combination of best of Breeds
KLAC shareholders get $32 cash plus stock


The wedding invitation…….

Lam Research Corporation (NASDAQ: LRCX) (“Lam”) and KLA-Tencor Corporation (NASDAQ: KLAC) (“KLA-Tencor”) today announced that they have entered… Read More


SEMI Releases Industry’s First “Global 200mm Fab Outlook to 2018” and Announces Webinar

SEMI Releases Industry’s First “Global 200mm Fab Outlook to 2018” and Announces Webinar
by Deborah GeigerSEMI on 10-19-2015 at 1:30 pm

SEMI, the global industry association advancing the interests of the worldwide electronics supply chain, today (October 19) published a new report, “Global 200mm Fab Outlook to 2018.” According to the report, worldwide 200mm semiconductor wafer fab capacity is forecast at 5.2 million wafer starts per month (wspm) in 2015 andRead More


3 Self-Service Semiconductor Design and Manufacturing Wins!

3 Self-Service Semiconductor Design and Manufacturing Wins!
by Daniel Nenni on 10-12-2015 at 12:00 pm

As the semiconductor consolidation continues and thousands of semiconductor professionals update their LinkedIn profiles, the march to create new silicon opportunities is increasing at a rapid pace. It is 1980s deja vu all over again when the fabless business model reenergized the semiconductor industry and brought affordable… Read More


IMEC and Cadence Disclose 5nm Test Chip

IMEC and Cadence Disclose 5nm Test Chip
by Scotten Jones on 10-09-2015 at 7:00 am

Recently imec and Cadence disclosed that they had fabricated 5nm test chips. This afternoon Dan Nenni and I had a conference call with Praveen Raghavan, principal engineer at imec, and Vassilios Gerousis, distinguished engineer at Cadence to get more details on what the test chip is and what was learned.

First off Vassilios really… Read More


Dinner with the Man who is Reshaping the Semiconductor Industry!

Dinner with the Man who is Reshaping the Semiconductor Industry!
by Daniel Nenni on 10-07-2015 at 4:00 pm

The recent mega acquisition of Broadcom Corp by Avago can be traced all the way back to Silicon Valley stalwart Hewlett Packard (founded in a two car Palo Alto garage in 1939). Even more interesting is the man behind the acquisition and how he got to where he is today.Avago began as the semiconductor products division of HP in 1961, … Read More


Nine Cost Considerations to Keep IP Relevant –Part2

Nine Cost Considerations to Keep IP Relevant –Part2
by Pawan Fangaria on 10-06-2015 at 7:00 am

In the first part of this article I wrote about four types of costs which must be considered when an IP goes through design differentiation, customization, characterization, and selection and evaluation for acquisition. In this part of the article, I will discuss about the other five types of costs which must be considered to enhance… Read More


Semiconductor Inventories Under Control

Semiconductor Inventories Under Control
by Bill Jewell on 09-29-2015 at 7:00 pm

The semiconductor market is currently in a slow growth period. After 10% growth in 2014, the market is expected to only show low single-digit growth in 2015. Our own forecast at Semiconductor Intelligence is 1.5%. In several previous market slowdowns, inventories in the channel have climbed as some companies were slow to adjust… Read More