Printed Cars, Smart Stints, Personal Breathalyzers


The MEMS and sensor market continues to be a hotbed for innovation, new opportunities and, as with most new frontiers, there are also some disparate views on market dynamics and strategies. All this was evident at the 2016 MSIG Executive Congress last week in Scottsdale, Arizona. First, I’ll cover the pioneering and fun subjects. In addition to the Technology Showcase demos and member pres... » read more

IP Market: CPU Still The Largest But Security Leads In Growth


The 3rd Party Semiconductor Intellectual Property (SIP) market has seen great innovation in the products it offers to System-on-a-Chip (SoC) designers over the last ten years. If any market segment in the semiconductor industry typifies the intense evolutionary pressures that the entire electronics market has undergone, it is the 3rd Party SIP market. Most of these evolutionary forces are dr... » read more

Smartphone Security: For Your Eyes Only


Fans of the Olympics here in the United States were treated to a great Samsung commercial throughout the broadcast. The commercial stars the genius, multi-award-winning actor Christoph Waltz, showing how Americans can multitask with the amazing new Galaxy Note7. Yes, THAT Galaxy Note7. The 90-second long commercial is a delight to watch, but it must have cost Samsung some serious bucks to produ... » read more

Are We Looking At The IoT Through Rose-Colored Glasses?


There’s been a lot of anticipation and promise associated with the explosive growth expected from the deployment of the Internet of Things. The prospect of 30 billion to 50 billion connected devices and all the associated electronics brings rosy visions of a return to double-digit semiconductor industry growth rates. Let’s take a look at the realities of the impending impact. MEMS, ... » read more

3D Printing: What Does It Mean For The Semiconductor Industry?


Semico Research was pleased to host the 3D printing TechXPOT at SEMICON West 2016, in conjunction with SEMI. We also hosted the inaugural 3D printing session at SEMICON West 2014. What is striking is how much the 3D printing industry has changed in those two years. In 2014, 3D printing was at the height of media attention; the major questions were when each home would have its own 3D printer. I... » read more

Why IP Subsystems And Why Now?


At the recently concluded DAC 2016 conference in Austin, Texas, I had the opportunity to participate in a tutorial on IP Subsystems on Wednesday the 8th. Also participating were Marco Brambilla, Director of Engineering at Synapse Design and Drew Wingard, CTO at Sonics. The reality today is that device complexity in many applications has risen to levels that require increasing amounts of disc... » read more

Wafer Shortage? Reality Versus Perception


The promise of explosive growth associated with IoT has semiconductor unit forecasts growing at double-digit rates for key product categories. Anything with the word ‘sensors’ seems to be in vogue today. Sensors, image sensors, sensor hubs are all expected to benefit from the billions of connected devices that are forecasted to be in place by 2020. Semico agrees. Unit growth for key product... » read more

Cadence CDNLive Keynote Address: Thoughts and Implications


I attended the Cadence CDNLive conference at the Santa Clara Convention Center on April 5 and 6 and had a chance to listen to four very thought-provoking presentations given by the speakers. These presentations were combined to follow the keynote address given by Cadence CEO, Lip-Bu Tan and addressed several different aspects of the current semiconductor industry landscape. Speakers Lip-... » read more

After Smartphones…Less?


As the rate of growth for smartphone sales slow, questions arise regarding the impact that slower growth will have throughout the semiconductor supply chain. Over the past decade, the 1 billion-plus smartphone market has driven the need for more advanced manufacturing process technologies, new input materials and the need for more fab capacity. It has even legitimized new players into the suppl... » read more

Memory Lane: Far From A Leisurely Stroll


The only semiconductor market segment that has not been taken over by the foundries and still remains dominated by IDMs is the memory sector. The memory market is the last bastion for true IDM manufacturers, who must be savvy in the changing trends in end market applications, advanced technology development, and must still determine how much and when to invest in additional capacity. With on... » read more

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