Author's Latest Posts


Recent Earthquakes Highlight Risk To Semiconductor Manufacturing Sites


On July 4, 2019, southern California experienced a 6.4 magnitude earthquake followed by a 7.1 earthquake the next day. Both earthquakes occurred near the town of Ridgecrest, but they were not related to the San Andreas fault, an 800-mile fault zone in California where two tectonic plates meet. The San Andreas fault is generally considered to be where “the big one” could occur in California,... » read more

Slow And Cautious Start To 2019 For Memory Manufacturers


Both NAND and DRAM prices began dropping in the second half of 2018 after a couple years at record highs. Product oversupply and excess inventories are signaling a bleak outlook for the memory market in the first half of 2019. With these conditions in mind, SK Hynix and Samsung have slowed or put on hold their plans for capacity expansion in 2H18 and 2019. The chart below shows DRAM capacity... » read more

Big Push For 3D Sensing With iPhone X


3D sensing is a buzzword that has been thrown around quite a bit this year in connection with the rumors surrounding the tenth-anniversary iPhone. Although the iPhone X will be the first large-scale consumer push for 3D sensing, the technology has been around for years, particularly in industrial applications such as machine vision. 3D sensing is already used in the PC – think Intel’s RealS... » read more

Semiconductor CapEx To Increase 4.3% In 2017


Semiconductor capital expenditures are an important bellwether for the industry. Based on preliminary findings, Semico Research predicts 2017’s total will increase 4.3% to $69.7 billion, a record high, and a slightly larger increase than in 2016. Semico tracks more than 80 companies for CapEx and R&D spending, although many of those companies have merged, have been acquired, or gone ba... » read more

Watch Out: Reality Is Set To Explode


Walk into any store right now (December 2016), and you can probably find a VR headset for $20. These will be a popular gift item this holiday season, but ultimately it may hurt the market if consumers have bad experiences with these bargain-basement VR headsets. There exists a considerable amount of confusion regarding the virtual reality, augmented reality, and mixed reality industries. Sem... » 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

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

Capex Growing To A Record High In 2015


Semiconductor companies are spending more than ever to stay competitive. In 2015, the total amount spent for capital expenditures is forecast to be $68.7 billion, up 9% from 2014’s $63.3 billion. This breaks the previous record set in 2011 at $63.8 billion, as shown in the following graph. Total Semiconductor Capital Expenditures, 2009-2015 Source: Semico Research Corp. The Top 15 A... » read more

3D Printing: Can You Imagine the Possibilities?


3D printing is being used in many more applications than most people realize. But the most exciting applications for 3D printing are the ones that haven’t even been conceived of yet. It’s exciting to realize we are on the cusp of a manufacturing revolution that affects so many different industries already. If you have been to the movies lately, you’ve likely seen 3D printing in action.... » read more

3D Printing Revolution Ahead


The 3D printing industry has been getting loads of press recently. It has captured the imagination of many, with the possibility of starting a manufacturing revolution. New applications and materials are announced on a (very) frequent basis. ColorFabb will beta test two new filament materials, one based on bronze and the other bamboo, in the coming months. NASA and Tethers Unlimited are deve... » read more

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