Protecting electronics around the world, SEMI insights

Protecting electronics around the world, SEMI insights
by Daniel Payne on 11-27-2017 at 12:00 pm

SEMI is a worldwide organization with local chapters like the one here in Oregon, where I attended a recent half-day presentation by several industry experts on the topic – Globalization, How it shapes the Semiconductor industry:

  • Michael Chen, Director, Mentor – A Siemens Business
  • John Brewer, CEO, Amorphyx
  • Ed
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Capex Driving Overcapacity?

Capex Driving Overcapacity?
by Bill Jewell on 10-29-2017 at 12:00 pm

Semiconductor capital expenditures (cap ex) in 2017 will increase significantly from 2016. In August, Gartner forecast 2017 cap ex growth of 10.2% and IC Insights projected 20.2% growth. SEMI expects spending on semiconductor fabrication equipment will increase 37%. Cap ex growth is primarily driven by increased capacity… Read More


Smart & Connected Devices to Artificial Intelligence and Beyond

Smart & Connected Devices to Artificial Intelligence and Beyond
by Daniel Payne on 05-02-2017 at 12:00 pm

Last Friday I attended a breakfast seminar organized by SEMI in Hillsboro, Oregon with fascinating speakers from several high-tech companies: Qorvo, Intel, Oregon Angel Fund, Kimera, Moonshadow Mobile and Yole Development. I recalled that Qorvo was created from the merger of TriQuint Semiconductor and RF Micro Devices back… Read More


Communication with Smart, Connected Devices and AI

Communication with Smart, Connected Devices and AI
by Daniel Payne on 04-12-2017 at 12:00 pm

I’ve lived and worked in Silicon Valley for 13 years, but since 1995 I’ve been in the Silicon Rainforest (aka Oregon) where the world’s number one semiconductor company Intel, has a large presence, along with dozens of smaller high-tech firms. In the past year I’ve started to attend events organized … Read More


IoT From SEMI Meeting: EDA, Image Sensors, MEMS

IoT From SEMI Meeting: EDA, Image Sensors, MEMS
by Daniel Payne on 11-01-2016 at 12:00 pm

Last Friday I learned something new about IoT by attending a SEMI event in Wilsonville, OR just a few short miles away from where I live in Tualatin. SEMI puts on two events here in Oregon each year, and their latest event on IoT Sensors was quite timely and popular judging by how many attendees showed up. First up was Jeff Miller from … Read More


2016 semiconductor capex highest in 5 years

2016 semiconductor capex highest in 5 years
by Bill Jewell on 10-25-2016 at 4:00 pm

Global semiconductor capital expenditures (capex) are expected to return to the level of 2011 either this year or next. 2011 was the record year for capex as the industry returned to growth following the 2009-2010 recession. IC Insights’ August 2016 forecast called for 3.5% growth in capital spending to reach $67.1 billion, the… Read More


Semiconductor is Definitely NOT Business as Usual!

Semiconductor is Definitely NOT Business as Usual!
by Daniel Nenni on 07-05-2016 at 12:00 pm

Next week is SEMICON West where more than 26,000 of my compatriots will meet to discuss the future of the all-important semiconductor industry. How important is the semiconductor industry you ask? Well, your life literally depends on it, absolutely. Scott Jones and I will be covering the event live for SemiWiki so stay tuned. If… Read More


Semiconductor capital spending slow in 2016

Semiconductor capital spending slow in 2016
by Bill Jewell on 05-01-2016 at 12:00 pm

The outlook for semiconductor capital expenditures (capex) in 2016 is weak. Gartner’s January 2016 forecast called for a decline of 4.7%. IC Insights in February projected a 0.8% decline. The table below shows the Gartner forecast along with the capex forecasts from the top three spenders (Intel, Samsung and TSMC) which… Read More


Yelling fire in a crowded chip factory

Yelling fire in a crowded chip factory
by Don Dingee on 03-28-2016 at 4:00 pm

Semiconductor market forecasts for 2016 are all over the place. Jim Handy and Tom Starnes floated a report in January looking for 10% growth. Jim Feldhan at Semico turned outright negative at -0.3% just a couple weeks ago. Tossing out the high and low scores, analysts tracked by GSA range from 0.3% to 7.0% in March updates. What’s … Read More


Are AI Powered Robot Soldiers Coming?

Are AI Powered Robot Soldiers Coming?
by Daniel Nenni on 01-08-2016 at 12:00 pm

2016 will be another defining year for semiconductors and it all starts with the Industry Strategy Symposium in Half Moon Bay next week. If you have not attended one of these you should definitely put it on your bucket list. Not only do you get to hang out in a five star cliff side resort, you get to mingle with semiconductor royalty and… Read More