The global semiconductor market is headed for a double-digit decline for the year 2019 after a decline of 15.6% in first quarter 2019 from fourth quarter 2018. According to WSTS (World Semiconductor Trade Statistics) data, this was the largest quarter-to-quarter decline since a 16.3% decline in first quarter 2009, ten years … Read More
On the Sunday evening at IEDM last year, TechInsights held a reception in which Arabinda Das and Jeongdong Choe gave presentations that attracted a roomful of conference attendees.
This is the second part of the review of Jeongdong’s talk, we covered NAND flash technology in the last post. Jeongdong is a Senior Technical… Read More
On the Sunday evening at IEDM last year, TechInsights held a reception in which Arabinda Das and Jeongdong Choe gave presentations that attracted a roomful of conference attendees. Arabinda was first up, giving a talk on the “10-year Journey of Apple’s iPhone and Innovations in Semiconductor Technology”, followed by Jeongdong… 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
Historically, the semiconductor and semiconductor equipment industry were inextricably linked due to the cyclical nature of the chip industry. An increase in semiconductor revenues was followed within a short period with an increase in equipment revenues, as semiconductor companies purchased equipment to make more chips… Read More
I was invited to give a talk at the Business of Cleans Conference held by Linx Consulting in Boston on April 9th. I am not a cleans expert but rather was invited more to give an overview talk on process technology trends and the impact on cleans. In this write up I will discuss my presentation. I discussed each of the three main leading-edge… Read More
I was invited to present at Nikon’s LithoVision event held the day before the SPIE Advanced Lithography Conference in San Jose. The following is a write up of the talk I gave. In this talk I discuss the three main segments in the semiconductor industry, NAND, DRAM and Logic and how technology transitions will affect lithography.… Read More
What does it mean for the skyrocketing memory sector? In a last minute plot twist, Bain capital appears to be the winner in the auction of the Toshiba memory unit. The Bain consortium includes a strange cast of characters including Apple, Dell, Seagate, Kingston Technology, Innovation Network Corp of Japan and Development Bank… Read More
The 2017 semiconductor market is shaping up as the strongest since 2010 – when the market grew 32% as it bounced back from the 2008-2009 downturn. According to World Semiconductor Trades Statistics (WSTS), the second quarter 2017 semiconductor market was up 5.8% from 1Q 2017 and up 23.7% from a year ago. Much of the market vitality… Read More
Every SoC that connects to an analog sensor or device requires AMS (Analog Mixed-Signal) circuit simulation for design and verification, so this year at #54DAC the organizers at Synopsys hosted another informative AMS panel session over lunch time on Monday. What makes this kind of panel so refreshing is that the invited speakers… Read More
