Terrific Year, Terrific Outlook


2017 was a terrific year. Chip revenues closed at nearly $440B, an impressive 22 percent year-over-year growth. The equipment industry surpassed revenue levels last reached in the year 2000. Semiconductor equipment posted sales of nearly $56B and semiconductor materials $48B in 2017. For semiconductor equipment, this was a giant 36 percent year-over-year growth. Samsung, alone, invested $26... » read more

Follow The Moving Money


Semiconductor economics are changing by market, by region, and by product node and packaging type, adding new complexity into decisions about which technology to use for which products and why. Money is the common denominator in all of these decisions, whether it's measured by return on invested capital, quarterly profits, or long-term investments that can include acquisitions, organic growt... » read more

Manufacturing Bits: Jan. 16


Coherent X-ray imaging Russia’s National University of Science and Technology MISIS has developed a non-destructive way to observe the inner structures of photonic crystals. The technology, called ptychographic coherent X-ray imaging, obtains the electron density of colloidal crystals. Ptychography is a lensless, X-ray coherent imaging technique. Others are also working on the techno... » read more

Foundry Challenges in 2018


The silicon foundry business is expected to see steady growth in 2018, but that growth will come with several challenges. On the leading edge, GlobalFoundries, Intel, Samsung and TSMC are migrating from the 16nm/14nm to the 10nm/7nm logic nodes. Intel already has encountered some difficulties, as the chip giant recently pushed out the volume ramp of its new 10nm process from the second half ... » read more

Will Fab Tool Boom Cycle Last?


Fab equipment spending is on pace for a record year in 2017, and it now appears that momentum could continue into 2018. Fab tool vendors found themselves in the midst of an unexpected boom cycle in 2017, thanks to enormous demand for equipment in [getkc id="208" comment="3D NAND"] and, to a lesser degree, [getkc id="93" kc_name="DRAM"]. In the logic/foundry business, however, equipment deman... » read more

Huge Opportunities In Chinese Market


China’s massive semiconductor market and Europe’s prowess in smart car, IoT and other emerging technologies are complementary forces that underscore opportunities for deeper global semiconductor industry cooperation, SEMI China President Lung Chu said in November at the SIIP China Europe Forum during SEMICON Europa in Munich. In his speech “The Rise of China IC Industry – a Global Ec... » read more

Shortages Hit Packaging Biz


Rising demand for chips is hitting the IC packaging supply chain, causing shortages of select manufacturing capacity, various package types, leadframes and even some equipment. Spot shortages for some IC packages began showing up earlier this year, but the problem has been growing and spreading since then. Supply imbalances reached a boiling point in the third and fourth quarters of this yea... » read more

The New Road Warriors


Chip vendors and other companies that have little or no experience in automotive are flooding into this market as the race for assisted and autonomous driving begins to heat up. This market is expected to pay big dividends for companies that succeed in helping to build the vehicles of the future in this century. IC Insights earlier this year forecast the auto chip market would grow 22% this ... » read more

The Week In Review: Manufacturing


Market research For the first time since 1993, the semiconductor industry has a new number one supplier in terms of sales—Samsung. Samsung is forecast to top Intel as the #1 semiconductor supplier in 2017, according to IC Insights. "Samsung first charged into the top spot in 2Q17 and displaced Intel, which had held the number 1 ranking since 1993," according to the firm. "In 1Q16, Intel’s ... » read more

Blog Review: Nov. 22


ARM's Jem Davies talks about an upcoming documentary on AI and where the lines need to be drawn between machine intelligence and human emotional intelligence. Mentor's Saunder Peng examines the impact of merging physical verification databases, which can cost time and resources, and how that can be streamlined. Cadence's Paul McClellan takes a look back at the Xerox Alto and how it change... » read more

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