WIth packaging being one of the top sources of traffic on SemiWiki, I am expecting a big crowd at this event. A semiconductor substrate is a foundational material used in the fabrication of semiconductor devices. Substrates are a critical part of the manufacturing process and directly affect the performance, reliability, and… Read More
Beginning with 189 booths in 1987, SEMICON Korea has established itself as an exhibition representing the semiconductor industry thanks to the continuous growth of the Korean semiconductor industry. SEMICON Korea 2025 is scheduled to be held from February 19 to February 21, 2025.
This exhibition will showcase the latest semiconductor… Read More
Hybrid Bonding has emerged as the technology of choice in the semiconductor industry for ultra-fine-pitch interconnection. With significant benefits for interconnect density and device performance, it will become widely adopted for a broad range of high-performance semiconductor devices in the years to come. The success… Read More
Semiconductor and integrated circuit development continues to proceed at an incredible pace. The industry as a whole has gotten to this point of incredible complexity through the process of countless breakthroughs and developments in wafer fab processing. Today’s wafer fab contains some of the most complex and intricate… Read More
Malcolm Penn did a great job on his semiconductor update call. This is about the whole semiconductor industry (Logic and Memory) versus what I track which is mostly logic based on design starts and the foundries. Malcolm has been doing this a lot longer than I have and he has a proven methodology, but even then, semiconductors are … Read More
Embargoes and other fun stuff in the Semiconductor Tools Market
While this post dives into the semiconductor tool market’s Q2 data, it is also about the senseless embargo game currently in place. The post illustration shows what my notebooks look like as embargoes enforce what they are supposed to suppress and are replaced… Read More
In the rapidly changing landscape of technology, the semiconductor industry serves as a cornerstone, fueling innovation across multiple sectors. Central to this industry is the semiconductor Intellectual Property (IP)—a vital component that frequently escapes public attention and is instrumental in determining the future… Read More
The global semiconductor market reached $149.9 billion in the second quarter of 2024, according to WSTS. 2Q 2024 was up 6.5% from 1Q 2024 and up 18.3% from a year ago. WSTS revised 1Q 2024 up by $3 billion, making 1Q 2024 up 17.8% from a year ago instead of the previous 15.3%.
The major semiconductor companies posted generally strong… Read More
If you work in the Semiconductor or related industry, you know that industry cycles can profoundly impact your business. It is crucial for strategic development to invest at the appropriate time and to rope the sails when necessary.
As a semiconductor investor, you’re accustomed to the ebb and flow of industry cycles. It’s… Read More
Insights into the Semiconductor Industry and the Semiconductor Supply Chain
I am not an expert in geopolitical issues, but lately, my research has begun to worry me. As I was preparing to be interviewed for Chinese media, I was in my “Chinese Zone”, adapting to what is palatable to a Chinese audience. Maybe my mode provoked the thought:… Read More
