Early 2020 Looks Promising For Semi Industry

By Walt Custer - 19 Sep, 2019 - Comments: 0

Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth peaked in 2018 and then declined and was still falling in the second quarter of this year (Chart 2). Seasonality and currency exchange related ele... » read more

Breaking The AI Memory Bottleneck

By Michael Hall - 15 Aug, 2019 - Comments: 0

In the long unfolding arc of technology innovation, artificial intelligence (AI) looms as immense. In its quest to mimic human behavior, the technology touches energy, agriculture, manufacturing, logistics, healthcare, construction, transportation and nearly every other imaginable industry – a defining role that promises to fast track the fourth Industrial Revolution. And if the industry orac... » read more

Semicon West Debrief

By Scott Stevens - 26 Jul, 2019 - Comments: 0

AI vs. energy. Quantum for everyone. Biofabrication of human organs on a mass scale. Slowing advancements from Moore’s law. In the midst of a market dip, optimism reigned as keynote and AI Design Forum speakers addressed both looming challenges and explosive market opportunities during July 9-10 presentations at SEMICON West 2019 in San Francisco. SEMICON West again proved to be a magnet f... » read more

Electronics Industry Business Cycles Look Promising

By Walt Custer - 18 Jul, 2019 - Comments: 0

Although total electronics industry manufacturing activity is still far from expanding (3/12 is below 1.0), key global electronic industry monthly time series appear to have reached their 3/12 bottoms and now have begun to improve (Chart 1). Currently shipments are still shrinking, but at slowing rates. However real growth will only occur when these 3/12s exceed 1.0. Growth rates vary b... » read more

SEMI Calls For U.S.-China Tariff Removals

By Jay Chittooran - 20 Jun, 2019 - Comments: 0

In testimony today before a U.S. government interagency panel considering tariffs on $300 billion worth of Chinese goods, SEMI called for the removal of about 30 tariff lines, which cover items central to the semiconductor manufacturing process. Mike Russo, vice president of global industry advocacy at SEMI, explained in his testimony that while SEMI strongly supports efforts to better... » read more

Small Critical Subsystems Suppliers Outperform In Downturns

By Julian West - 23 May, 2019 - Comments: 0

Clouds continue to persist over the semiconductor supply chain with little sign of lifting. In March, the decline in week-over-year chip sales appeared to be slowing, providing a glimmer of hope for the beginning of a new cycle. However, the recent rapid escalation of the tariff war between the U.S. and China heaped more uncertainty on the industry and visibility continues to remain low. Rev... » read more

Renaissance In The Photomask Market?

By Lara Chamness - 08 May, 2019 - Comments: 0

The semiconductor industry has been on a roll for the past few years – and the rising tide has lifted segments spanning the supply chain. The photomask market, in particular, has seen exceptionally strong growth of 13 percent and 8 percent in 2017 and 2018, respectively. The upsurge is striking given that, in the early to mid-2000s, the photomask market averaged less than 4 percent annual gro... » read more

Finding The Bottom Of The Memory Trough

By Sungho Yoon - 18 Apr, 2019 - Comments: 0

In announcing its Q2 fiscal 2019 results, Micron Technology, Inc. provided lower-than-expected revenue guidance of between $46 billion and $50 billion for the current quarter. However, what was particularly noteworthy was the company’s announcement to cut output by 5 percent due to weaker-than-expected market demand and its prediction that its customers’ inventory correction will last until... » read more

More Devices Will See In 3D

By Manuel Tagliavini - 21 Mar, 2019 - Comments: 0

The 3D optical sensing market is once again surging – and it’s all thanks to Apple. What will we see in the next wave of end products enhanced by this technology, how will other market segments approach – and eventually use – 3D optical sensing, and which suppliers stand to gain the most from this very vital technology? Although 3D sensing, facial recognition and optical authenticati... » read more

New Model To Advance Industry Roadmaps

By David Anderson - 21 Feb, 2019 - Comments: 0

Economically, geopolitically and technologically – with visibility for the future unclear – there couldn’t be a better time for the microelectronics industry to take stock of its options. The U.S. government obsesses with whether to build a bigger wall. The trade war continues to have significant impact across the globe, straining U.S./China relationships to the point of saber rattling... » read more

← Older posts Newer posts →

Knowledge Centers
Entities, people and technologies explored

Shift Left Is The Tip Of The Iceberg

A transformative change is underway for semiconductor design and EDA. New languages, models, and abstractions will need to be created.

by Brian Bailey

Partitioning In The Chiplet Era

Understanding how chiplets interact under different workloads is critical to ensuring signal integrity and optimal performance in heterogeneous designs.

by Ann Mutschler

NAND Flash Targets 1,000 Layers

New techniques go beyond improved deposition and etching, but challenges stack up, too.

by Bryon Moyer

3.5D: The Great Compromise

Pros and cons of a middle-ground chiplet assembly that combines 2.5D and 3D-IC.

by Ed Sperling

AI’s Role In Chip Design Widens, Drawing In New Startups

Focus is on letting engineers do much more with the same or fewer resources — and less drudgery.

by Karen Heyman

What Comes After HBM For Chiplets

The standard for high-bandwidth memory limits design freedom at many levels, but that is required for interoperability. What freedoms can be taken from other functions to make chiplets possible?

by Brian Bailey

Memory Fundamentals For Engineers

eBook: Nearly everything you need to know about memory, including detailed explanations of the different types of memory; how and where these are used today; what's changing, which memories are successful and which ones might be in the future; and the limitations of each memory type.

by The SE Staff

New AI Processors Architectures Balance Speed With Efficiency

Hot Chips 24: Large language models ratchet up pressure for sustainable computing and heterogeneous integration; data management becomes key differentiator.