Changing Trends at the Top of Semicon Space

Changing Trends at the Top of Semicon Space
by Pawan Fangaria on 05-31-2015 at 5:00 am

As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More


2015 Semiconductor Capex led by Memory & Foundry

2015 Semiconductor Capex led by Memory & Foundry
by Bill Jewell on 04-25-2015 at 7:00 am

Semiconductor industry capital expenditures (capex) in 2015 are expected to be $69 billion in 2015, up 6% from $65 billion in 2014 according to IC Insights. We at Semiconductor Intelligence have compiled 2015 capex outlook by company. The major memory companies account for 38% of 2015 capex and the major foundries account for … Read More


Shift-West of Semicon Power Centers

Shift-West of Semicon Power Centers
by Pawan Fangaria on 04-23-2015 at 5:00 pm

It’s true that Japan was once the center of semiconductor business and we were carrying on with that perception until recently. In 1990, six out of top10 semiconductor companies (excluding pure-play foundries) were in Japan; and 59% of worldwide semiconductor market was concentrated with the top10 companies. The semiconductor… Read More


Medicals Marriage with Semis

Medicals Marriage with Semis
by Pawan Fangaria on 03-26-2015 at 7:00 pm

I remember a couple of decades ago, my father used to go to a nearby doctor’s clinic to get his blood pressure and sugar levels checked. I guess, in around 1990s small electronic kits became available to measure these usual daily health indicators and instantly display the numbers. I bought a few for my father then. Today, the scene… Read More


Will the IC Market Growth Rate Stagnate in 2015?

Will the IC Market Growth Rate Stagnate in 2015?
by Pawan Fangaria on 03-15-2015 at 7:00 pm

In my last blog here, I talked about last 30+ years of semiconductor IC market. While we have seen this market growing at CAGR of ~9% over last 30+ years, the CAGR of current decade is expected to be at just ~4%. Although the base size of the overall semiconductor IC market is quite healthy, expected to be at ~$378B by 2019, we cannot hope… Read More


Samsung Continues to Top 300mm Wafer Capacity

Samsung Continues to Top 300mm Wafer Capacity
by Pawan Fangaria on 02-03-2015 at 7:00 am

In 1992, when Samsungbecame the largest producer of memory chips, it was not in top10 list of semiconductor companies. It was ranked at #11. Since then it has strived to attain higher ranks in the top10 list. In around 2000, it climbed to the ranks of top5 and then since 2002 until now it is at #2 in the worldwide semiconductor sales which… Read More


30+ Years of Semiconductors – The base matters!

30+ Years of Semiconductors – The base matters!
by Pawan Fangaria on 01-25-2015 at 10:00 am

Although CMOS technology in semiconductors was patented in 1960s, commercial ICs and electronic systems based on CMOS ICs started picking up in 1970s, and the real growth with personal computer (PC) market took place in 1980s. Then Intelmicroprocessors started dominating the semiconductor market with increasing processing… Read More


What Will Drive Smartphone Market Now?

What Will Drive Smartphone Market Now?
by Pawan Fangaria on 12-09-2014 at 7:00 am

Whenever a market matures, either it gets plagued by substitutes or it looks for complementary products or technologies which can fuel its maturation curve into further growth opportunities. While PCs and Notebooks got substituted by smartphones, there is no other device in foresight to substitute smartphones. The reason … Read More


Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?

Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?
by Paul McLellan on 08-24-2013 at 3:23 pm

I attended the semi-annual SEMI Silicon Valley Lunch meeting last week. The semiconductor equipment people are the ones that really know what is going on. People can talk about capex numbers on conference calls but it is the equipment vendors who either do or do not get orders for particular types of equipment. In turn, the analysts… Read More


TSMC is a more profitable semiconductor company than Intel

TSMC is a more profitable semiconductor company than Intel
by Daniel Nenni on 08-07-2013 at 9:00 pm

There is an interesting article on Seeking Alpha, “A More Profitable Semiconductor Company Than Intel”, and for a change the author does not PRETEND to know semiconductor technology. Refreshing! Personally I think the stock market is a racket where insiders profit at the expense of the masses. But if you are going to gamble you … Read More