Every year in December is what I think of as the main 3D IC conference where you can get up to speed on all the latest. Officially it is called 3D Architectures for Semiconductor and Packaging or 3D ASIP. It is held in the Hyatt Regency in Burlingame (the one right by 101 near the airport). This year it is from December 10-12th.
The first… Read More
Tablets and smartphones have been key drivers of electronics and semiconductor growth for the last few years. However the growth rates for these devices are slowing as they have become more prevalent. Tablet shipments are expected to reach 229 million units in 2014, according to Gartner, equal to 73% of PC units. IDC projects smartphones… Read More
There is no denying that mobile market is almost matured, the growth in the semiconductor industry has to pick up somewhere else. Although it’s expected that worldwide cellphone subscription will exceed the world population in 2015 (already exceeded in many parts of Europe) and continue for some time (while CAGR in unique subscription… Read More
It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
A couple of days ago I was reading a news article which said how long the world economy will be dependent on a single engine to drive it; obviously that single engine is USA. If we consider the overall economy, definitely USA is driving it, and semiconductor is a large part of it. The semiconductor is driving electronics and that is attracting… Read More
Semiconductors and automotive are now like peanut butter and jelly. Certainly you can have one without the other but why would you? I remember when a car first talked to me telling me that the door was ajar. It sounded more like, “the door is a jar” but I got the point. Now my car tells me just about everything including what is wrong with… Read More
Last month in Shanghai was a meeting of the FD-SOI consortium. The focus of the meeting was largely on the suitability of using FD-SOI to serve the Chinese market. The fabs in China are not right on the bleeding edge and are very cost-sensitive so 28nm is probably as advanced as they will get for a long time if not indefinitely. China … Read More
IBM last week agreed to transfer its semiconductor business to GlobalFoundries. GlobalFoundries will acquire wafer fabs in East Fishkill, New York and Essex Junction, Vermont; IBM’s commercial microelectronics business, which includes ASIC and foundry; over 10,000 IBM patents related to semiconductor manufacturing;… Read More
Intel announced their quarterly results today. They beat consensus by a cent. Not surprisingly their business is driven heavily by the microprocessor businesses, what Intel calls PC and Datacenter. Revenue and earnings both set new records in both groups.
As Brian Krzanich, the CEO, said:In the Data Center, we saw double-digit… Read More
The Albuquerque Journal had an article about a local company sending silicon carbide wafers into suborbital space to improve their quality. ACME Advanced Materials plans to buy low quality $250 wafers, send them into space using their process, and sell the higher quality wafers for about $750. They are working to add gallium nitride… Read More
