category: Semico Spin

category: IoT, Security & Automotive

Manufacturing & MEMS
By Joanne Itow - 26 Jun, 2012 - Comments: 0

By Joanne Itow There’s been a lot of attention focused on MEMS in the past couple of years, and rightfully so. In 2011 when total semiconductor revenues grew by only 1.3%, MEMS revenues grew by more than 34%. MEMS have been activating air bags in our cars and projecting images on DLP screens for years, but it wasn’t until the accelerometer in smartphones when mainstream semiconductor manuf... » read more

Capex Disconnect
By Joanne Itow - 21 Feb, 2012 - Comments: 0

By Joanne Itow Most semiconductor companies have completed their 4th quarter 2011 earnings calls and announced their capital expenditure budgets for 2012. Current capex plans indicate a weaker spending year for the industry compared to 2011. Based on current announced plans, capex spending would fall 4.5% to $59.8 billion in 2012. Semico believes some companies may be miscalculating the market... » read more

36% of Semiconductor Fabs at Risk from “Ring of Fire”
By Adrienne Downey - 26 Jan, 2012 - Comments: 0

By Adrienne Downey It's called the "Ring of Fire". Actually more of a horseshoe shape, the "Ring of Fire" is an area of high seismic activity that extends from southeast of Australia north along the Pacific coast of Asia, crosses south of Alaska, and then continues south along the Pacific coast of all of North, Central and South America. According to Wikipedia, 90% of the world's earthquakes... » read more

Cold and Rainy Weather at Semicon Japan Doesn’t Dampen Industry Enthusiasm
By Joanne Itow - 22 Dec, 2011 - Comments: 0

By Joanne Itow Last week I attended my first Semicon Japan. This is typically one of the largest Semicon events, but considering the lull in equipment sales since this summer combined with the Japan earthquake in March, I was uncertain what to expect. Seating at the opening keynote and welcome presentations were standing room only, but the foot traffic on the show floor was far from overwh... » read more

MEMS Oscillators Market News – Accelerating Adoption of silicon MEMS timing
By Tony Massimini - 12 Dec, 2011 - Comments: 0

By Tony Massimini Recently there have been two major announcements in the MEMS Oscillator market. Market leader SiTime breaks into the high-precision OCXO timing with Stratum 3 compliant solutions. Integrated Device Technology jumps into the MEMS oscillator market with a piezoelectric MEMS resonator. SiTime has introduced the SiT5301 and SiT5302 which address the highest performance applica... » read more

Smart Money in Analog
By Joanne Itow - 16 Nov, 2011 - Comments: 0

By Joanne Itow Recently Semico released a report touting the above average growth rates in the analog market as well as the healthy revenue per wafer for analog products.  Smart money is moving into power management and other analog applications which have gained in popularity in our mobile electronic world. Over the next five years, semiconductor units will grow at a CAGR of 9.6%.  The... » read more

45nm and Below Grabs 24% of Wafer Demand in 2011
By Joanne Itow - 11 Oct, 2011 - Comments: 0

By Joanne Itow The economic malaise in Europe and the U.S., along with the natural disasters around the world, have put a damper on 2011 semiconductor sales. Heading into the holiday buying season, consumer confidence is low and inventories are higher than preferred. OEMs are, at best, cautious and in most cases, pessimistic about their markets. Semico expected a shakeout in the tablet mark... » read more

A Semiconductor Industry Stimulus Plan
By Joanne Itow - 01 Sep, 2011 - Comments: 0

By Joanne Itow Last week Semico released its industry forecast outlook for the balance of 2011 and 2012. Unfortunately, all the indicators have moved 2011 into the negative territory. Semiconductor sales will end the year 1.6% lower than 2010. That should not be too surprising as the Semico IPI began moving down in May of 2010, warning us of a sluggish second half 2011. The economic malais... » read more

A Solution to the 450mm Equipment Problem?
By Joanne Itow - 19 Jul, 2011 - Comments: 0

By Joanne Itow Another SEMICON West has come and gone. This was a good year. Although there are signs that things have slowed a bit, the general outlook was positive. In addition to the need for more semiconductor capacity due to continued growth in tablets, cell phones and a host of other electronic applications, the increased complexity of advanced processes has created a positive outlook... » read more

Wafer Demand Outpaces Semiconductor Unit Growth in 2011
By Joanne Itow - 28 Jun, 2011 - Comments: 0

By Joanne Itow Semiconductor unit sales remain strong and are expected to reach 718 billion in 2011, an 8.6% growth over 2010. Unit sales are driving wafer demand at both advanced and mature fabs. Total silicon demand is expected to grow by 10% in 2011. In the first quarter of 2011, semiconductor unit sales increased 1.3% over Q4 2010, reflecting an unusually healthy growth compared to the ... » read more

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