A year ago many eulogized the death of Moore’s Law at 28nm due to higher prices per transistor at more advanced nodes, but now that we have celebrated the 50th anniversary let’s look ahead to technology scaling and electronic systems miniaturization for the next decade. Despite our industry’s bipolar tendencies and daunting technical… Read More
Tag: semi
Breakfast was Fab: West Coast Wafers to Wall Street
SEMI describes themselves as “the global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries.” That is a pretty broad remit. One of the things that they do as a neutral party is produce the World Fab Forecast. This is actually a bottom-up database that tracks fabs as they … Read More
SEMI Wafers to Wallstreet – New England Forum March 12, 2015
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
Semiconductor CAPEX Growth Increases Fab Equipment Spending!
SEMI Forecasts 15% Increase in Fab Equipment Spending for 2015
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
SEMI: All This and Breakfast Too
Are you interested in any of these?
- Internet of Things
- Trends and Forecast for Fabs
- Inflections Points
- Semiconductor CAPEX
- Cost Effective Scaling
- Prospects for 450mm
- Future of EUV
- Mobile Machine Learning
- Robotics/Drones
- Cybersecurity
- Used Equipment Markets
- World Fab Databases
- Free breakfast
No? Then I think you got the wrong… Read More
Semiconductor in China: Is 3rd Time a Charm?
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
SEMI ISS: Samsung, the Keynote That Wasn’t
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
ASE and Brewer Science Win SEMI Award
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
SEMI ISS: The Outlook
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
Wanna Buy a Used Stepper? Only One Owner, Mint Condition…
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