On March 12 SEMI held a New England Forum breakfast event entitled “Wafers to Wallstreet” with four speakers. The main focus of the discussion was on the “Internet of Things” and the following are my impression from the talks in a bullet point format.
Device Scaling and Performance in the Era of IoT – Gary Rosen, Applied Materials… Read More
With worldwide capex growth of 8%, fab equipment spending is expected to increase by 15% in 2015, according to the most recent edition of the SEMI (www.semi.org) World Fab Forecast. SEMI’s data also predicts a slowdown of fab equipment spending in 2016 to low single … Read More
Are you interested in any of these?
No? Then I think you got the wrong… Read More
China has recently announced extremely ambitious plans for becoming more self-sufficient in semiconductors. Today China is about 1/3 of the worldwide IC market but about 90% of that is imported. Think of something like the iPhone assembled in Shenzen with chips from TSMC, Samsung, Hynix, Toshiba/Sandisk , Micron and more (Taiwan,… Read More
At the SEMI International Strategy Symposium last month, one of the keynotes was by Jim Elliot, the CVP of Memory Marketing for Samsung. Unfortunately, due to some personal emergency, he wasn’t able to make it. But he did allow the slides of the presentation he would have given to be put up on the SEMI website. So here, for the… Read More
Tuesday night was the SEMI awards banquet at ISS in Half Moon Bay. The SEMI Award was established in 1979 to recognize outstanding technical achievement and meritorious contribution in the areas of Semiconductor Materials, Wafer Fabrication, Assembly and Packaging, Process Control, Test and Inspection, Robotics and Automation,… Read More
I spent Monday at the SEMI ISS meeting in Half Moon Bay. There is a lot of stuff to choose from, the entire day was interesting throughout. The day started with a keynote from Scott McGregor, the CEO of Broadcom. I’ll cover that in a separate posting.
Next up was Andrea Lati of VLSI Research on The Cycle: Is It Different This Time?… Read More
Back in the early 90s there used to be a billboard alongside 237 advertising second-hand fab equipment: steppers, ion implanters, diffusion ovens. It used to amuse me as an “only in silicon valley” thing; after all, even in silicon valley the number of individuals who were likely to be in a position to buy used fab equipment… Read More
2014 was a busy year for SemiWiki. We attended dozens of events, met hundreds of people (if not thousands), and published 810 blogs and a book that reached more than half of a million people. We collaborated throughout the fabless semiconductor ecosystem all year long and let me tell you it has been an amazing mind expanding experience,… Read More
Every January SEMI runs its Industry Strategy Symposium which is held at the Ritz Carlton in Half Moon Bay. This time it is January 11-14th. It is subtitled Riding the Wave of Silicon Magic.
I find it a fascinating event to attend. There is a lot of information to be had in the presentations, of course, but also a lot from talking to attendees.… Read More
