Stocks in the semiconductor equipment space continue to fall only this time along with the broad market. We had recently pointed out that LRCX was the last to fall among the large cap companies in the space but now the question becomes when have they fallen enough to say its over, and which stocks have more to fall……
ASML… Read More
The Chinese stock market (as measured by the Hang Seng Index) dropped 11% from August 14 to August 24 over concerns of a slowing economy. In reaction, the U.S. stock market (as measured by the S&P 500) dropped 11% from August 17 to August 25. The China market has since rebounded 2% while the U.S. market rebounded 5%. Will a slowing… Read More
From May 3[SUP]rd[/SUP] to May 6[SUP]th[/SUP] the 26[SUP]th[/SUP] annual Advanced Semiconductor Manufacturing Conference (ASMC) will be held in Saratoga Springs, New York.
The ASMC offers a unique view of challenges to the semiconductor industry focusing on things like defect reduction, metrology and fab operations. In… Read More
As we celebrate the 50[SUP]th[/SUP] anniversary of the publication of Moore’s Law in Electronics Magazine (April 19, 1965), the industry finds itself in an increasingly costly global effort to keep transistor scaling on track. “Is Moore’s Law dead?” is a common question these days.
But practically speaking the doubling of transistor… Read More
This will be a year of change for the fabless semiconductor ecosystem, absolutely. Last year we were wondering how Samsung Mobile was going to compete with the China clones and other low end smart phones. We now know the answer to that question thanks to the Chipworks tear down of the Galaxy S6. SemiWiki IP expert Dr. Eric Esteve blogged… Read More
For a design engineer engulfed in the daily rigorous routine of having to keep in sync with updates from various design team members as well the dictums of the design management team, the task of remaining up-to-date with the design information is very often daunting.
What design changes have been checked in this week? Is the verification… Read More
A weak first quarter outlook for the semiconductor market is indicating a slow start to 2015. Intel recently lowered the midpoint of its 1Q 2015 revenue guidance from $13.7 billion (down 7% from 4Q 2014) to $12.8 billion (down 13%). The table below shows the estimated top 25 semiconductor companies revenue change for 4Q 2014 versus… Read More
The relationship between TSMC and UMC is one of the more interesting ones in the fabless semiconductor ecosystem in my opinion. Both are headquartered in Hsinchu Taiwan and it is very hard to visit one company without seeing the other as they have facilities right across the street from each other. They also share humble beginnings… Read More
Are you interested in any of these?
No? Then I think you got the wrong… Read More
In my last blog here, I talked about last 30+ years of semiconductor IC market. While we have seen this market growing at CAGR of ~9% over last 30+ years, the CAGR of current decade is expected to be at just ~4%. Although the base size of the overall semiconductor IC market is quite healthy, expected to be at ~$378B by 2019, we cannot hope… Read More
