category: Blogs – MD

category: IoT, Security & Automotive

Understanding Memory
By Alex Yoon - 15 Feb, 2018 - Comments: 10

New semiconductor applications are ever changing and improving our lives, from new smartphones and wearables to healthcare, factory automation, and artificial intelligence. The humble memory chip working in the background plays a critical role in enabling these technologies. For example, that awesome picture you just took would be lost forever without memory. Your computer can’t perform the i... » read more

SoC + AI = SiPx
By Rich Wawrzyniak - 15 Feb, 2018 - Comments: 0

The market for third-party semiconductor intellectual property (SIP) continues to exhibit growth well beyond the (CAGR) Compound Annual Growth Rate for the semiconductor industry. Semico just completed an in-depth analysis and breakdown of the SIP market in a report called Licensing, Royalty and Service Revenues For 3rd Party SIP (SC105-18). The 2017 to 2022 CAGR is projected to be 10.9%, about... » read more

What’s On Display
By Max McDaniel - 15 Feb, 2018 - Comments: 0

Displays provide the window between consumers and the information universe. There is no place like CES, held recently in Las Vegas, to see the most exciting new and future displays. Beyond traditional technologies like television, displays also featured prominently in many of the big trends at the show: AI (Artificial Intelligence), automotive, virtual reality, IoT (Internet of Things) and conn... » read more

Europe’s New R&D Program
By Emir Demircan - 15 Feb, 2018 - Comments: 0

European Union (EU) research, development and innovation programs have proved successful in recent decades. The current framework program (FP) Horizon 2020, with its 80 billion EUR total budget – around 17 billion EUR of which is allocated for Industrial Leadership – has produced unparalleled collaboration opportunities that no single European country can match on its own. FPs are strate... » read more

Dawn Of The Data-Centric Era
By Lara Chamness - 31 Jan, 2018 - Comments: 0

A recurring theme of the recent Industry Strategy Symposium (ISS) in Half Moon Bay, California, was how the explosion of new applications such as autonomous vehicles, digital healthcare, quantum computing, and crytocurrency mining are driving the need for more industry-wide collaboration to enable companies to compete in the “Data Centric” era. The resulting digital economy is creating unpr... » read more

Memory Market: Will History Repeat Itself?
By Joanne Itow - 24 Jan, 2018 - Comments: 0

While updating the Semico Fab Database and capital investment projections for 2018, China's investment in memory capacity sparked a lot of discussion at our weekly Semico roundtable. Will China's investment in memory production capacity be successful, or will it just ruin the party for all memory players? Here are some of the highlights of our discussion. Additional data and insights are includ... » read more

What’s Next in 3D NAND?
By Mark LaPedus - 18 Jan, 2018 - Comments: 1

In 2018, the industry needs to keep a close eye on 3D NAND as the vendor base is in the midst of some major changes. The changes involve several partnerships, including the Toshiba/Western Digital and Intel/Micron duos. It also impacts the other 3D NAND players, namely Samsung and SK Hynix. But first, demand for NAND flash memory remains robust due to the onslaught of data in systems. ... » read more

The Advantages Of FD-SOI Technology
By Michael Hargrove - 18 Jan, 2018 - Comments: 0

If my memory serves me well, it was at the 1989 Device Research Conference where the potential merits of SOI (Silicon on Insulator) technology were discussed in a heated evening panel discussion. At that panel discussion, there were many advocates for SOI, as well as many naysayers. I didn’t really think more about SOI technology until the mid-nineties, when I was sitting in a meeting where t... » read more

Automotive IC Industry Trends
By Rob Cappel - 18 Jan, 2018 - Comments: 0

A trend that will continue in 2018 is the rise of the smart, autonomous car. As consumers and regulators demand more capability from automobiles, semiconductors have become the most critical part of these innovative solutions. But these chips, designed to bring safety and economy to the car’s operation, also bring complexity and higher requirements for reliability, requirements that have not ... » read more

Terrific Year, Terrific Outlook
By Ajit Manocha - 18 Jan, 2018 - Comments: 0

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

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