SEMI Breakfast Forums: the Internet of Things

SEMI Breakfast Forums: the Internet of Things
by Paul McLellan on 03-21-2014 at 4:29 pm

Coming up on April 10th is the SEMI Silicon Valley Breakfast Forum Internet of Things—Driving the Microelectronics Revolution. It runs from 7am to 10.45am and will be held at SEMI Headquarters which is at 3081 Zanker Road in San Jose.

Widespread adoption of the Internet of Things will take time, but the movement is advancing thanks… Read More


SEMICON China Shanghai 上海

SEMICON China Shanghai 上海
by Paul McLellan on 02-23-2014 at 10:30 am

SEMICON is not just the event in San Francisco every July, there are other SEMICONs around the world. Coming up next, Shanghai China. In fact there are four colocated events:

  • SEMICON China 2014, March 18th-20th
  • The 8th PV fab managers’ forum, March 17th-18th (all things PhotoVoltaic)
  • FPD China 2014, March 18th-20th (all
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Handel Jones Predicts Process Roadmap Slips

Handel Jones Predicts Process Roadmap Slips
by Paul McLellan on 01-15-2014 at 11:51 pm

At the SEMI ISS conference earlier this week, the last speaker in the technology challenges section was Handel Jones of IBS. I’ve known Handel since the mid-1980s when he came to VLSI Technology and told us we were losing money on 90% of the designs we were doing but our cost model was not good enough and so we didn’t even… Read More


Is Intel the Concorde of Semiconductor Companies?

Is Intel the Concorde of Semiconductor Companies?
by Daniel Nenni on 01-15-2014 at 8:00 am

An Intel executive recently told me that my Intel articles on SemiWiki are used to motivate employees to work hard and prove me wrong. The converse is also true. The senseless Intel fabless ecosystem bashing motivates me to continue to write so it is a win-win scenario, absolutely. In fact, I should credit Intel’s Mark BohrRead More


SEMI Industry Strategy Symposium

SEMI Industry Strategy Symposium
by Daniel Nenni on 01-02-2014 at 3:00 pm

The SEMI Industry Strategy Symposium (ISS) is Jan 13th-15th at the Ritz-Carlton in Half Moon Bay. When I discussed this with my beautiful wife as a possible business trip for us and mentioned the agenda she stopped me and said, “You had me at Ritz-Carlton!” As you can see by the picture it has a beautiful ocean view and includes a world… Read More


Equipment Spending Down 2013; Expect 33% Growth in 2014

Equipment Spending Down 2013; Expect 33% Growth in 2014
by Daniel Nenni on 12-08-2013 at 10:10 am

Fab Equip Spending

SEMI’s World Fab Forecast report, published in November, predicts that fab equipment spending will decline about -9 percent (US$32.5 billion) in 2013 (including new, used and in-house manufactured equipment). Setting aside the used 300mm equipment Globalfoundries acquired from Promos at the beginning of 2013 (NT$20-30 … Read More


SEMI Smart Technology Conference

SEMI Smart Technology Conference
by Paul McLellan on 10-15-2013 at 9:40 am

I should start by saying that SEMI Smart Technology is not technology that is only half as smart as our phones, it is a conference on smart technology organized by SEMI. Officially it is called the International Technology Partners Conference with a sort of subtitle of From Smart Cars to Smart Cities: Shaping the Future of MicroelectronicsRead More


3D: the Backup Plan

3D: the Backup Plan
by Paul McLellan on 09-05-2013 at 1:20 pm

With the uncertainties around timing of 450mm wafers, EUV (whether it works at all and when) and new transistor architectures it is unclear whether Moore’s law as we know it is going to continue, and in particular whether the cost per transistor is going to remain economically attractive especially for consumer markets … Read More


Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?

Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?
by Paul McLellan on 08-24-2013 at 3:23 pm

I attended the semi-annual SEMI Silicon Valley Lunch meeting last week. The semiconductor equipment people are the ones that really know what is going on. People can talk about capex numbers on conference calls but it is the equipment vendors who either do or do not get orders for particular types of equipment. In turn, the analysts… Read More


Save the Dates

Save the Dates
by Paul McLellan on 08-13-2013 at 3:22 pm

There are several events in Silicon Valley coming up of general interest to people working in EDA and the semiconductor industry.

SEMI 16th Annual Valley Lunch Forum. August 22nd, 11.30am to 1.30pm, Santa Clara Marriott

  • What are the Opportunities for Advanced Semiconductor Devices?
  • Where will the year end for 2013?
  • Will we have
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