Semiconductor Equipment: the Report and the Show

Semiconductor Equipment: the Report and the Show
by Paul McLellan on 06-18-2015 at 7:00 am

Image RemovedSomebody said to me recently that SEMICON West, which takes place in San Francisco July 14-16th, isn’t that big a deal since very little manufacturing goes on in the US any more. In fact 15% of manufacturing capacity is in north america (I think that actually means the US since I don’t think there are any … Read More


This Market worth $1,465.62M by 2020!!

This Market worth $1,465.62M by 2020!!
by Eric Esteve on 03-24-2015 at 10:52 am

This is exactly what you will never see in IPnest surveys (and written in Semiwiki):“Advanced Process Control Market worth $1,465.62 Million by 2020” …sorry for you if you like very precise figure (like $ 1, 465.62 million) but you will NEVER see such insane forecast in any of our surveys or blogs. Building a forecast is a difficult… Read More


2014 Semiconductor Growth Could be 2X 2013 Rate

2014 Semiconductor Growth Could be 2X 2013 Rate
by Bill Jewell on 02-21-2014 at 10:00 am

The fourth quarter 2013 semiconductor market declined 0.8% from the third quarter, according to World Semiconductor Trade Statistics (WSTS). Full year 2013 growth was 4.8%. Our most recent 2013 forecast at Semiconductor Intelligence was 6% in November 2013, based on expectations of positive growth in 4Q 2013. Who had the most… Read More


Dan Niles: Tapering and the Global Economy

Dan Niles: Tapering and the Global Economy
by Paul McLellan on 09-25-2013 at 5:21 pm

Yesterday was Dan Niles quarterly review that he does for GSA. As always he starts from the big picture of the world economy and works his way to a semiconductor forecast. The focus of this quarter was whether the world economy is strong enough for the US to “taper” and reduce the amount of quantitative easing (aka flooding… Read More


Semiconductor Market Back to Healthy Growth

Semiconductor Market Back to Healthy Growth
by Bill Jewell on 08-29-2013 at 9:00 pm

The worldwide semiconductor market is back to a healthy level of growth. WSTS data shows the 2Q 2013 global semiconductor market was up 6.0% from 1Q 2013 – the strongest quarter-to-quarter growth since 6.6% growth in 2Q 2011. Recent forecasts for 2013 market growth range from a conservative 2.1% from WSTS to an optimistic… Read More


EDAC CEOs: consolidation, clouds, and whether Intel will buy Synopsys

EDAC CEOs: consolidation, clouds, and whether Intel will buy Synopsys
by Paul McLellan on 03-15-2013 at 5:12 pm

Image RemovedYesterday evening was the annual EDAC CEO forecast meeting. Actually it is not really a forecast meeting any more, more a sort of CEO response to some survey questions asked of EDAC members. Rich Valera of Needham moderated with Lip-Bu, Aart and Wally, along with Simon Segars representing the IP arm(!) of the business… Read More


CEO Forecast Panel

CEO Forecast Panel
by Paul McLellan on 03-02-2012 at 2:40 pm

Image RemovedThis year’s CEO forecast panel was held at Silicon Valley Bank. Bankers live better than verification engineers, as if you didn’t know, based on the quality of the wine they were serving compared to DVCon.

This year the panelists were Ed Cheng from Gradient, Lip-Bu, Aart and Wally (and if you don’t… Read More