The third quarter 2020 semiconductor market totaled $114 billion, up 11.0% from second quarter 2020, according to World Semiconductor Trade Statistics (WSTS). The 3Q20 growth was the highest since 11.6% in 3Q16. The strong 3Q20 growth follows a 2.1% decline in 2Q20 versus 1Q20. The second quarter is normally a healthy growth … Read More
Welcome to my weekly roundup of the key semiconductor news from around the world from last week. The COVID-19 virus outbreak and it’s impact on the semiconductor supply chain continues to dominate the news, but there was also lots of other news from around the world, so please read on.
Let’s start by a review of where the started… Read More
In a week where the “phase 1” trade deal between US and China was finally signed, here is all the key news from the semiconductor and technology sector around the world.
After 2 years of an ever increasing trade war, the US and China have signed the so called Phase 1 deal aimed at reducing trade frictions.
Just as important as what is … Read More
The global semiconductor market is headed for the largest decline in 18 years. The market dropped 32% in 2001 when the Internet bubble burst. The 2019 decline should be around 15%, the third largest annual drop after 2001 and a 17% drop in 1985. The current weakness is largely due to excess memory capacity (DRAM and NAND flash) relative… Read More
At the recent DAC conference in Austin I attended a panel discussion over lunch where engineers from four companies talked about how they approached mixed-signal design and verification challenges for automotive and IoT systems. It seems like 2017 was the year of automotive at DAC, while in 2016 it was all about IoT. Both segments… Read More
I recall back in the late 1980’s when logic synthesis tools were first commercialized, at first they could read in a gate-level netlist from one foundry then output an optimized netlist back into the same foundry. Next, they could migrate your gate-level netlist from Vendor A over to Vendor B, giving design companies some… Read More
The global semiconductor market posted strong 11.6% growth in 3[SUP]rd[/SUP] quarter 2016 from 2[SUP]nd[/SUP] quarter, according to WSTS. This strength is reflected in the 3[SUP]rd[/SUP] quarter revenue growth reported by the major semiconductor suppliers. Of the 12 companies, half (Intel, Samsung, Broadcom, TI, Micron… Read More
Global semiconductor capital expenditures (capex) are expected to return to the level of 2011 either this year or next. 2011 was the record year for capex as the industry returned to growth following the 2009-2010 recession. IC Insights’ August 2016 forecast called for 3.5% growth in capital spending to reach $67.1 billion, the… Read More
Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics.
Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read More
Four panelists from big-name semiconductor design companies spoke about their circuit simulation experiences at #53DAC in Austin this year, so I attended to learn more about SPICE and Fast SPICE circuit simulation. I heard from the following four companies:… Read More