category: Semico Spin

category: IoT, Security & Automotive

More Than Trees Growing in Luther Forest
By Joanne Itow - 07 Jun, 2011 - Comments: 0

By Joanne Itow Last week Semico visited the GLOBALFOUNDRIES’ Fab 8 construction site and was impressed for several reasons. Not only is the infrastructure significant but the people and surrounding community have welcomed GLOBALFOUDNRIES, embraced the project as well as the invasion of businesses and people that go along with the project. This made our visit extremely pleasant and trouble... » read more

The Economics of Innovation …Daunting
By Joanne Itow - 13 May, 2011 - Comments: 0

By Joanne Itow The convergence of mobility, communication and computing has produced multifunctional end applications that are placing huge demands on semiconductor manufacturers. These new devices require low power, high performance, and a lot of advanced manufacturing capacity at a low cost. At the 2011 Semico Summit, Gregg Bartlett, Senior Vice President of Technology and Research a... » read more

Wafer Demand: Good to Grow in 2011
By Joanne Itow - 25 Apr, 2011 - Comments: 0

By Joanne Itow The foundries are ramping 32nm/28nm production but that’s only one of the reasons wafer demand is forecast to grow at above average rates this year.  MEMS and sensors will help to grow wafer demand at the ≥1000nm technology nodes.  Wafers processed at ≥1000nm technology will grow by 10.2% in 2011.  That’s on top of the 25% growth experienced in 2010. Microcontrolle... » read more

Finally! Solid Data For The Semiconductor Secondary Equipment Market
By Joanne Itow - 12 Apr, 2011 - Comments: 0

By Joanne Itow The semiconductor industry grabs headlines as companies such as Intel announce the construction of multi-billion-dollar state-of-the-art research and manufacturing facilities. High performance servers, PCs and most of our electronic devices would not exist today if it weren’t for the continual advancements made in semiconductor manufacturing technology. While the most advanced... » read more

Forecasting Wafer Demand: Technology Migration, Bottlenecks and Confetti
By Joanne Itow - 09 Apr, 2011 - Comments: 0

By Joanne Itow If you cover a long enough time period, the small ups and downs of a graphed line can look very smooth. Semico’s semiconductor wafer demand data goes back to 1991. When wafer demand is graphed from 1991 to 2016, wafer growth appears to have a very steady upward trend with only a few minor interruptions. Wafer demand grows at a compound annual growth rate of about 8-9%. When ... » read more

A Change in Capex for 2011?
By Adrienne Downey - 22 Mar, 2011 - Comments: 0

By Adrienne Downey The disaster unfolding in Japan due to the Tohoku earthquake has raised much uncertainty in the semiconductor industry.  It would be easy for us to look at the worst possible scenario, but is this the most likely one?   Semico recently released a semiconductor capital expenditure forecast of 15% growth for this year, which is on top of the 91% increase seen in 2010.  In ... » read more

Japan Quake Update
By Jim Feldhan - 18 Mar, 2011 - Comments: 0

By Jim Feldhan, Semico Research Nuclear Power Situation The damaged nuclear generating facilities continue to spiral out of control.  Not only are there three reactors damaged, now the spent fuel storage facilities are in serious trouble.  Similar to the reactors, the storage units need to be water-cooled.  The largest storage unit at the Daiichi Plant, containing 130 metric tons of n... » read more

2011: Crash and Burn or Return to Normalcy?
By Jim Feldhan - 02 Mar, 2011 - Comments: 0

By Jim Feldhan Seasonally, the first half of most typical years, semiconductor sales are weak and not necessarily indicative of a downturn. This year however, the first half will be up over 2%, a healthy growth rate after the 31.8% increase in revenues the industry experienced in 2010. 2011 represents a return to the "normal" semiconductor cycle, averaging an 8% increase in revenue YOY. The... » read more

Wafer Demand Grows Despite Supply Chain Jitters
By Joanne Itow - 07 Feb, 2011 - Comments: 0

By Joanne Itow Semiconductor revenue growth broke records in 2010 increasing almost 32% over 2009.  Units grew an equally impressive 25% forcing manufacturers to increase productivity and ramp up additional capacity as quickly as possible. Increased use of leading edge process technology was evident as products processed at 45nm and smaller grew to 16.8% of the total silicon demand in 2010... » read more

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