Spending on semiconductor manufacturing equipment is headed for healthy growth in 2014. The latest data from SEMI and the Semiconductor Equipment Association of Japan (SEAJ) shows March 2014 three-month-average billings for semiconductor manufacturing equipment were up 16% from February 2014 and up 31% from a year ago. Bookings… Read More
Tag: semi
Will IoT Drive the Next Semiconductor Revolution?
To further my quest to comprehend the latest trends in the semiconductor industry continues, I spent the morning with SEMI at the “The Silicon Valley Breakfast Forum: Internet of Things (IoT) – Driving the Microelectronics Revolution” seminar. I’m a big fan of the breakfast seminar concept. I’m up early anyway and it is … Read More
SEMI Breakfast Forums: the Internet of Things
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 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
Handel Jones Predicts Process Roadmap Slips
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?
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 Bohr… Read More
SEMI Industry Strategy Symposium
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
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
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 Microelectronics… Read More
3D: the Backup Plan
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