category: Semico Spin

category: IoT, Security & Automotive

What’s On Your Holiday Gift List?
By Joanne Itow - 22 Oct, 2015 - Comments: 0

This month Semico reduced our semiconductor growth outlook for 2015 and 2016. The slowdown is mainly due to lower sales of electronic devices such as new convertible notebooks and even smartphones. TSMC reported near-term uncertainty due to higher than seasonal inventories, customers’ cautious inventory management, along with active inventory reductions. The new iPhone 6s and 6s Plus rolled o... » read more

High-Speed Systems Need High-Speed Parts For Prototyping
By Rich Wawrzyniak - 12 Oct, 2015 - Comments: 0

One of the ironies of prototyping for high-speed system design using FPGAs is that in the past most FPGAs did not run at the speeds required by the end system. Many of these FPGAs today have high speed SerDes channels used for communicating with other elements of the system at close to the speeds specified by the designer. Unfortunately most of the FPGAs used for the prototyping phase of the sy... » read more

New System Requirements Demand a Creatively Choreographed Ecosystem
By Jim Feldhan - 17 Sep, 2015 - Comments: 0

In the past, integrated circuits, packages and boards were all designed independently, and yet in most cases still managed to fit together with very few functional or technical problems. However, recent advances in chip performance have changed this process dramatically. New designs, processes and materials already have been seen in packaging as high-performance semiconductor chips need to c... » read more

Wanted: Integrated Approach To Hardware Design
By Semico Research - 20 Aug, 2015 - Comments: 0

By Tarun Amla Today’s electronic products have become so sophisticated and ubiquitous that we have come to expect that each new generation will address both our current and future needs. Years ago, the industry was hardware-centric and driven by “big iron” products. Capacity and functionality were thoroughly dependent upon increasingly complex hardware. Think of the movies of the 1950s w... » read more

Surprises At SEMICON West
By Joanne Itow - 23 Jul, 2015 - Comments: 0

As companies such as TSMC and Intel spend less on capital expenditures this year, expectations for SEMICON West 2015 were pretty bleak. I thought I’d have fewer appointments and nothing to really write home about. Au contraire. Although traffic on the show floor was nothing compared to events like CES, there are three things that are driving growth and excitement at semiconductor equipment... » read more

Capex Growing To A Record High In 2015
By Adrienne Downey - 18 Jun, 2015 - Comments: 0

Semiconductor companies are spending more than ever to stay competitive. In 2015, the total amount spent for capital expenditures is forecast to be $68.7 billion, up 9% from 2014’s $63.3 billion. This breaks the previous record set in 2011 at $63.8 billion, as shown in the following graph. Total Semiconductor Capital Expenditures, 2009-2015 Source: Semico Research Corp. The Top 15 A... » read more

Predictions For A Good Year
By Jim Feldhan - 16 Apr, 2015 - Comments: 0

First quarter 2015 is now history, and companies will soon be reporting their Q1 earnings. Here at Semico we’ve checked the IPI Index against our forecast and year-to-date actuals to see if the industry outlook is on track for 2015. Here’s the critical review. First of all, Semico’s forecast for total semiconductor sales in 2015 is $378 billion, up nearly 9% over 2014. Units will incre... » read more

Full Steam Ahead For China Inc.
By Joanne Itow - 19 Mar, 2015 - Comments: 1

Were you in Shanghai this week? If not, you missed the biggest Semicon event in the world. Semicon China broke records this year. With more than 1,000 companies participating, and 570,000 square meters of exhibition space, Semicon China attracted more than 50,000 visitors, making it the largest Semicon event in the world. All the sessions we attended were standing room only. Key areas of fo... » read more

The Power Of Collaboration: Solutions For Improving Manufacturing
By Tony Massimini - 19 Feb, 2015 - Comments: 0

The Fab Owners Association (FOA) held its third annual Collaborative Forum in Santa Clara, Calif., earlier this month. The focus of this event was to discuss how companies are able to work together to improve manufacturing efficiencies in wafer fabs. The forum is by invite only to FOA members, and I was invited to make a presentation on the market trends due to the impact of MEMS and Sensors. ... » read more

Wonder Material?
By Joanne Itow - 22 Jan, 2015 - Comments: 0

The fact that new materials continue to be discovered and introduced into innovative electronic devices is a major feat. Semico is analyzing the challenges of new product discovery, development and commercialization. Graphene is just one of the products under investigation. This write-up is taken from a full essay in this month’s Semico IPI report. Since 2004, when two scientists at Manch... » read more

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