5 Takeaways From ISS 2018


At the recent Industry Strategy Symposium (ISS) in Half Moon Bay, Calif., there were a multitude of presentations on a number of subjects. The event, sponsored by SEMI, had presentations on the outlook for ICs and equipment. As part of the program, ISS also discussed the latest business and technology trends. In no particular order, here are my five takeaways from ISS: Ranging forecasts ... » read more

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

Mathematic Model Helps Predict Markets That Will Drive Semiconductor Growth


Which markets will drive semiconductor growth in the coming years and for how long are key questions that Wally Rhines, CEO of Mentor, a Siemens Business, strove to answer in a thought-provoking Mentor User2User Conference keynote here in Santa Clara, CA. To a packed auditorium Rhines described how a tried-and-true mathematical method can be applied to more accurately forecast growth and longev... » 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