In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in the… Read More
Gross Profit Margin Percent Provides a Measure of Product Value
The difference between what customers will pay for a physical product and what it costs to make or acquire it is a good measure of differentiation. This difference divided by the revenue is the gross profit margin percent or GPM%. Once a product has an established market… Read More
For the last decade, semiconductor industry analysts have been writing articles and giving presentations that predict the increasing consolidation of the industry to the point where a few large companies dominate worldwide sales of semiconductor components. In recent years there has been some justification for this view… Read More
In the mid 1980’s, Tommy George, then President of Motorola’s Semiconductor Sector, pointed out to me that the semiconductor revenue per unit area had been a constant throughout the history of the industry including the period when germanium transistors made up a large share of semiconductor revenue. I began tracking the numbers… Read More
Sometimes we get to see, up close, leaders who make a truly enormous contribution to society. Dr. Sunlin Chou was one such leader and I was a fortunate fellow traveler. Sunlin led the exponential rise of transistors for 35 years, accelerating the waves of revolutionary digital technologies serving humanity.
Fifty years have … Read More
Mentor continues to invest in conferences such as DAC, no matter the location, for which I am very grateful. They have a long list of activities this year but I wanted to point out my top three:
Wally Rhines has a talk in the DAC Pavilion which is first on the list. Wally’s expert industry perspective is the result of tireless research… Read More
Last week we warned of a further down leg due to China trade. We were surprised how quickly our prediction came true as it appears we are now in the midst of giving back all the upside built in to stocks based on a peaceful resolution of the trade conflict which obviously isn’t happening.
Many of the semi stocks we cover were down… Read More
The problem of traditional FinFET Extension Implant doping concerns the awkward 3-dimensional structure of the fin. Because the Extension Implant defines the conductive electrical pathway between the Source/Drains and the undoped channel portion of the fin, it is essential that the fin be uniformly doped all three of its surfaces… Read More
The global semiconductor market grew 13.7% in 2018, according to World Semiconductor Trade Statistics (WSTS). Each year, we at Semiconductor Intelligence review semiconductor forecasts and compare them to the final WSTS data. We used projections which were publicly released from late 2017 through early 2018, prior to the … Read More
There was an interesting keynote at DVCon last month. It was titled “Thriving in the Age of Digitalization” which introduced the concept of digital twins for design and production. It was presented by Fram Akiki who is a relative newcomer to EDA but has an interesting history so I will start there.
Fram and I got started in the semiconductor… Read More
