category: Blogs – MD

category: IoT, Security & Automotive

Fab Tool Industry Has Lost Its Way
By Mark LaPedus - 23 Jan, 2014 - Comments: 1

The relationship between chipmakers and fab tool vendors has always been a bit rocky, but the supply chain has generally worked. Chipmakers demand a tool for a particular application. Then, tool makers attempt to deliver the goods, and ask few, if any, questions. Now, fab tool executives are beginning to ask some tough questions about the industry. And the tension is mounting between equ... » read more

Routing Closure Challenges At 28nm And Below
By Jean-Marie Brunet - 03 Jan, 2014 - Comments: 1

As I described in my last article, the gap between router tech files and signoff rule decks at 28 nm and below is generating some serious impacts on tapeout schedules. The mismatch between the router’s simplified tech file and the complex rules that represent the intricate manufacturing requirements at these leading-edge nodes means designs that come from the router “DRC/DFM-clean” will, ... » read more

Different Economies Of Scale, And Lots Of Questions
By Ed Sperling - 12 Dec, 2013 - Comments: 0

Being able to shrink features and reach the next node is already an exclusive club. It will become more exclusive at 16/14nm, which is expected to hit volume production in 2015, and even more exclusive still at 10nm. In fact, it may begin to look like a semi-private affair. The argument being presented is that economies of scale will still exist for those companies with pockets deep enough ... » read more

2014 CapEx: Memory Is Leading The Way
By Adrienne Downey - 12 Dec, 2013 - Comments: 0

The semiconductor industry is expensive. Billions of dollars are spent every year to keep the fabs running, build new fabs, and push the process technology to greater and greater heights. Billions more will be spent to make 450mm production a reality. In January 2013, Semico predicted that, based on initial indications from some companies, total CapEx would be flat this year. Based on current d... » read more

What Just Happened?
By Brian Fuller - 12 Dec, 2013 - Comments: 0

Boy that went by fast. One minute, I’m waking up a little groggy on New Year’s Day, wondering whether the silicon industry is ever going to rebound. The next minute, it’s today and the industry had a good year, and is, in many ways, a completely different animal than it was 12 months ago. Innovation is evolutionary, sure. But if you really think about 2013, you can make an argument tha... » read more

Semiconductor New Equipment Market $32.0 Billion For 2013
By Lara Chamness - 12 Dec, 2013 - Comments: 0

Orders for new equipment slowly improved early on in 2013, with bookings reaching a peak by the second quarter before receding in the third quarter. Over this time, equipment billings, while increasing, were trending below 2012 levels. In October, book-to-bill data from both SEMI and the SEAJ show bookings are increasing once again, and this indicates a stronger fourth quarter for the semico... » read more

Defective R&D Funding Models
By Mark LaPedus - 12 Dec, 2013 - Comments: 0

For years, the semiconductor equipment industry has been dealing with an R&D funding gap. Here’s the basic problem: Chipmakers demand certain tools for their next-generation processes, but they are not always willing to foot a large percentage of the R&D bill. And so, the equipment vendors develop the tools and assume a large part of R&D funding--and the risks. Fair or unf... » read more

3D NAND Is A Reality – What’s Next?
By Gill Lee - 02 Dec, 2013 - Comments: 0

One of the biggest developments taking place in the semiconductor industry is the emergence of 3D NAND memory technology. Products are available today that feature 3D NAND devices. It has taken years to become a reality — since Toshiba first discussed the concept of 3D NAND at the VLSI Symposium in 2007 – and now it is poised to replace planar NAND flash memory for storage. The path that... » read more

The Next Dimension
By Ed Sperling - 14 Nov, 2013 - Comments: 0

It’s hard to say definitively whether this is a trend or an aberration, but after what appears to have been a slam-dunk sprint to the finish line with finFETs some companies are re-evaluating their alternatives based upon return on investment. In place of perpetually shrinking features—and looming multipatterning at the next node—there is renewed interest in staying at 28nm with FDSOI,... » read more

IP Ecosystem Solutions For Complex Systems
By Joanne Itow - 14 Nov, 2013 - Comments: 0

At the Semico Impact Conference: Focus on the IP Ecosystem, Mahesh Tirupattur, Executive Vice President, Analog Bits, challenged four panelists to an engaging discussion on their approach to IP Ecosystem Solutions for Complex Systems. Panel participants included Dan Kochpatcharin, Deputy Director, IP Portfolio Management, TSMC; Jason Polychronopoulos, Mentor Graphics; Chris Rowen, Cadence Fello... » read more

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