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


Why Did Apple Buy a Fab?

Why Did Apple Buy a Fab?
by Scotten Jones on 12-16-2015 at 4:00 pm

It was announced today that Apple has purchased a 200mm fab located in San Jose from Maxim Integrated Products for $18.2 million dollars. My initial reaction to this announcement was shock but then I started thinking through what Apple might use the fab for and I concluded this announcement is less significant and surprising than… Read More


Semiconductor capital spending consolidating

Semiconductor capital spending consolidating
by Bill Jewell on 12-14-2015 at 10:00 pm

Shipments of semiconductor wafer fab equipment are expected to grow 2.5% in 2016 after 0.5% growth in 2015 according to the December forecast from Semiconductor Equipment and Materials International (SEMI). Gartner is more pessimistic, with its October forecast calling for fab equipment to decline 0.5% in 2015 and drop 2.5%… Read More


It’s All about Packaging — In this Material World, Who Is Your Partner?

It’s All about Packaging — In this Material World, Who Is Your Partner?
by Deborah GeigerSEMI on 11-11-2015 at 3:20 pm

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By Dr. Dan Tracy, senior director, Industry Research and Statistics, SEMI

With the recent release of Apple’s 6s and the form factors of internet-enabled mobile devices and the emergence of the IoT (Internet of Things), advanced packaging is clearly the enabling technology providing solutions for mobile applications and forRead More


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


SEMI SMC: Atoms Still Don’t Scale

SEMI SMC: Atoms Still Don’t Scale
by Paul McLellan on 09-24-2015 at 7:00 am

Last Tuesday was the SEMI’s annual Strategic Materials Conference (SMC). The opening keynotes were given by Gary Patton, the CTO of GlobalFoundries, and Mark Thirsk, Managing Partner of Linx Consulting. This year it was held in the Computer History Museum (which always makes the commute interesting since you have to fight… Read More


Strategic Materials

Strategic Materials
by Paul McLellan on 08-28-2015 at 7:00 am

Here on SemiWiki we spend a certain amount of time discussing semiconductor equipment, especially the big sea-change items like EUV and 450mm, where everyone wants to know when (and if) they will happen. But there is another aspect to next generation processes other than equipment and that is materials. When the received wisdom… Read More


Just One Month to SEMICON Taiwan

Just One Month to SEMICON Taiwan
by Paul McLellan on 08-07-2015 at 7:00 am

SEMICON Taiwan is the first week of September in the Taipei Nangang Exhibition Center. To be precise it is September 2nd to 4th. Last year there over 26,000 people attended. This year it is the 20th anniversary show. SEMICON Taiwan attracts the world’s leading technology companies who design, develop, manufacture, and supply … Read More


SEMICON West 2015 Recap – Day 1 – Softening Markets, Sub 14nm and 3D NAND

SEMICON West 2015 Recap – Day 1 – Softening Markets, Sub 14nm and 3D NAND
by Scotten Jones on 07-21-2015 at 6:00 pm

Tuesday morning press briefing
The show started for me Tuesday morning with the SEMI press briefing. SEMI said there are 1,200 booths this year, 629 exhibiting companies and over 180 hours of programming. They also said pre-registration was up from last year and they expect 26,000 visitors.

Dan Tracy then gave an update on the markets.… Read More