As I mentioned in a previous post, the big drama at last year’s Design Automation Conference was the acquisition of the Electronic Systems Design Alliance (formerly EDAC) by SEMI, the owner of the SEMICON West Conference franchise. The plan is to add an ES Design West wing to the SEMICON West conference in San Francisco next year.… Read More
It appears the current cycle has rolled over? The reason is memory & could be worsened by trade Figuring out length, depth and impact of the downturn? We had said that AMAT “called” the top of the cycle on their last conference call even though they may not think so. Semiconductor cycles always ends the same way. The… Read More
The development of leading edge semiconductor technology is incredibly expensive, with estimates ranging from a few to several billion dollars for new nodes. The time to develop a leading edge process is also a critical competitive issue with some of the largest opportunities awarded based on who is first to yield on a new node.… Read More
Next week is SEMICON West and I plan to be there all week. SEMICON West is a great opportunity to see the latest in equipment and materials on the show floor, to attend all the talks and receptions and to meet with various industry experts.… Read More
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
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
The second day of SEMICON West opened with a press conference. Since it was at 7.30 in the morning we all needed the coffee that they provided. For those of us that remember the glory days of DAC some of the statistics were depressing:
The first day of SEMICON West for me is usually imec day. They have a full day of presentations. But I saw the most interesting ones in Brussels recently so I decided to go to the SEMI/Gartner day instead. They run in parallel ballrooms in the Marriot on 4th street.
To me there were two big themes. One was the unavoidable internet of things… Read More
Somebody said to me recently that SEMICON West, which takes place in San Francisco July 14-16th, isn’t that big a deal since very little manufacturing goes on in the US any more. In fact 15% of manufacturing capacity is in north america (I think that actually means the US since I don’t think there are any fabs in Canada).… Read More
SEMICON West is coming up July 14-16th. As always it is in San Francisco at the Moscone Center. Why should you go? Because SEMICON West attracts more than 30,000 professional attendees representing the leading global technology companies, including IDMs, foundries, fabless, contract packaging and test houses, OEMs, materials… Read More
