category: Blogs – MD

category: IoT, Security & Automotive

What’s The Outlook for Memory?
By Mark LaPedus - 15 Nov, 2018 - Comments: 2

What a difference a year makes in the memory business. At this time last year, the industry was in the midst of a boom cycle for both NAND and DRAM. More specifically, there was huge demand for 3D NAND. Then, starting in the first quarter of 2018, the NAND market began to decline and it continues to fall. And now, the DRAM market is also falling off the cliff. So, it’s time to take a q... » read more

A VC View Of The AI Landscape
By Michael Stewart - 15 Nov, 2018 - Comments: 0

In this blog post, I’ll highlight my takeaways from the recent AI Hardware Summit where I participated as a panelist. The conference’s focus on developing hardware accelerators for neural networks and computer vision attracted companies from across the ecosystem – AI chip startups, semiconductor companies, system vendors/OEMs, data center providers, financial services companies and VCs,... » read more

Finding New Dimensions Of Innovation
By Gary Dagastine - 15 Nov, 2018 - Comments: 0

Whenever a company announces a major strategy shift and restructuring, such as pivoting away from 7nm FinFET technology development, it’s understandable that confusion, uncertainty and misunderstandings may arise. The best way to allay these concerns is to take an objective look at the situation: Demand for chips for the automotive, IoT, mobility and data center/wireless infrastructure mar... » read more

Smart Manufacturing Initiative
By Ayo Kajopaiye - 15 Nov, 2018 - Comments: 0

SEMI’s Smart Manufacturing (SM) Initiative has been a gathering place for companies who believe that electronics manufacturing will benefit from the gathering and analysis of production and sensor data, and optimizing processes based on that data. SM principles are focused on increasing speed, improved output and higher quality. Smart Manufacturing relies on simplifying data sharing and co... » read more

3D NAND: Challenges Beyond 96-Layer Memory Arrays
By Steve Shih-Wei Wang - 24 Oct, 2018 - Comments: 0

Unlike scaling practices in 2D NAND technology, the direct way to reduce bit costs and increase chip density in 3D NAND is by adding layers. In 2013, Samsung shipped the first V-NAND product using 24 layers and MLC [1]. Five years later, in 2018, vendors of 3D-NAND have all announced production plans for 96-Layer NAND using TLC [2]. According to recent news reports, vendors are already working ... » read more

Silicon Wafers: Tight Supply, High Prices
By Mark LaPedus - 18 Oct, 2018 - Comments: 0

For years, the silicon wafer industry suffered from oversupply and depressed prices, causing considerable consolidation in the industry. Then, two or so years ago, the IC industry entered into a boom cycle. Silicon wafer vendors began to experience tight supply amid strong demand from IC makers. Some silicon wafer makers even raised their prices. Today, the silicon wafer market remains st... » read more

Digging Deep Into High Aspect Ratio Process Control For Memory Technology
By Mark Shirey - 18 Oct, 2018 - Comments: 0

By Mark Shirey and Janay Camp Data is an integral part of our lives. Contrary to the past, where files had to be removed periodically to free up storage space, we now assume that our data will never be deleted. Why risk deleting the wrong file? Just keep them! This new approach consumes a lot of memory, and intensifies the demand for storage. Two of the main workhorses of the memory segment ... » read more

Looking For The Next Big Innovation
By Buvna Ayyagari-Sangamalli - 18 Oct, 2018 - Comments: 0

Never has there been more demand for “The Big Innovation” — one that moves the needle for performance, power and area-cost (PPAC) in a big way — as there is in the current era of AI and machine learning (ML). As summarized in Why AI Workloads Require New Computing Architectures, AI workloads require new architectures to process data. These workloads also call for heterogeneous comp... » read more

The State Of MEMS Process Standardization
By Serena Brischetto - 18 Oct, 2018 - Comments: 0

SEMI spoke with Udo Gómez, senior vice president at Robert Bosch GmbH, about MEMS technology requirements relative to standard IC design and manufacturing. Gómez highlighted solutions to challenges of MEMS technology development and manufacturing ahead of his presentation at the 22nd Fab Management Forum at SEMICON Europa 2018, 13-16, November 2018, in Munich, Germany. To register for the... » read more

Market Trends For Large Volume Semi Products
By Joanne Itow - 24 Sep, 2018 - Comments: 0

Material and capacity shortages typically prompt changes in normal operating procedures, especially purchasing strategies. If the uncertainty regarding world trade policies and tariffs are added on top of the shortages, the impact results in unusual gyrations in industry sales data and possible misleading signals. Discretes, analog and opto are the three largest semiconductor product categories... » read more

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