In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in the… Read More
China buys more than half of the semiconductors manufactured in the world and yet only produces less the 10% of their own demand. Recently there have been a lot of announcements out of China about large scale investments in semiconductor manufacturing. The Chinese government for example has announced plans to invest $161 billion… Read More
Japan emerged as the largest supplier of consumer electronics in the 1980s. The Japan surge was driven by lower cost labor than in the U.S. and Europe as well as innovative products from companies such as Sony, Toshiba and Panasonic (formerly Matsushita). By the 1990s much consumer electronics production shifted to South Korea… Read More
In last 3 decades of semiconductor market, the largest growth in IC sales was at 33% in 2010. At that time global recession had started due to financial crisis and in 2009 oil prices fell more than 30%. It appeared that oil prices were negatively correlated with semiconductor market growth. Today again there is another sharp decline… Read More
I just read Daniel Nenni’s blog titled “Is Silicon Valley Gridlock a Good Sign for Semiconductors?” Dan, there is no definitive answer to this, I mean in terms of semiconductors. Let me call it Semiconductor Gridlock in Silicon Valley. Yes it’s good because Silicon Valley promotes research, brings up innovative technology and… Read More
As they have done for the last few years, Atrenta held its fifth annual user group meeting at the Shin Yokohama Kokusai Hotel on September 13. The attendees are a mixture of customers and other interested members of the semiconductor supply chain. There were nearly 90 people there representing 48 different companies in Japan.
The… Read More
Production of electronic equipment (including computers, communications, consumer, etc.) has been sluggish over the last year in all key regions of the world except China. The chart below shows three-month-average change versus a year ago for electronics production in local currency through April 2013 (May 2013 for China).… Read More
In the 1980s, Japan was seen as the leader in the semiconductor industry. Their quality was higher, especially in memories, and the US was worried about falling behind. In fact Sematech was created in 1987 by the US government and a consortium of 14 US-based semiconductor companies primarily to pool investment on common problems… Read More
When I started in this business, we were at 3 micron HMOS. A few other things are close to that size. A red blood cells is about 9 microns, a human hair is about 100 microns. And in a bizarre “only in Japan” video, people compete to plane the thinnest shaving off a plank of wood. It turns out the answer is 9 microns. That’s… Read More
Electronic Design and Solutions Fair (EDSF) was held in Yokohama Japan from Wednesday to Friday last week. It was held at the Pacifico Hotel, somewhere I have stayed several times, not far from the Yokohama branch of Hard Rock Cafe and, what used to be at least, the biggest ferris-wheel in the world.
Atrenta was one of the many companies… Read More