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Mixed Outlook For Silicon Wafer Biz


After a period of record growth, the silicon wafer industry is off to a slow start in 2019 and facing a mixed outlook. Generally, 200mm silicon wafer supply remains tight. But demand for 300mm silicon wafers is cooling off in some segments, causing supply to move toward equilibrium after a period of shortages. On average, though, silicon wafer prices continue to rise despite the slowdown. ... » read more

Fearless chip and fab tool forecasts


2019 is expected to be a challenging, if not confusing, year for the semiconductor and fab equipment industries. For example, Apple recently issued a warning about lackluster smartphone demand, which impacted several IC vendors and foundries. Then, the memory market is plummeting. In addition, the 10nm/7nm transition has proven to be difficult for many. And let’s not forget the geopolitica... » read more

Week In Review: Design


Deals eSilicon teamed up with Sunflower Mission once again to present 59 university scholarships for engineering and technology students in Vietnam. Foxconn, the huge Taiwanese contract manufacturer (aka Hon Hai Precision Industry), already announced plans to build a chip plant in Zhuhai, outside of Hong Kong. Now it has developed plans to assemble high-end iPhones in India next year. What'... » read more

Follow The Moving Money


Semiconductor economics are changing by market, by region, and by product node and packaging type, adding new complexity into decisions about which technology to use for which products and why. Money is the common denominator in all of these decisions, whether it's measured by return on invested capital, quarterly profits, or long-term investments that can include acquisitions, organic growt... » read more

From Uncertainty To New Markets


The 11th annual SEMI/Gartner Market Symposium at SEMICON West 2016 presented diverse perspectives on trends and developments in the macroeconomic environment as well as the semiconductor manufacturing supply chain. The themes have significant and immediate impact on the industry and include economic uncertainty, Brexit, China’s ambitious plans for an indigenous chip industry, and evolving end... » read more

Behind The ARM-SoftBank Deal


Weeks after SoftBank announced plans to buy ARM for $32 billion, the deal continues to reverberate across the global semiconductor industry. Any acquisition of this magnitude leaves customers, suppliers and partners a little skittish. And for good reason—ARM is the No. 1 supplier of commercial processor IP. Much of the fabless semiconductor market, as well as some IDMs, cross paths with AR... » read more

The Week In Review: IoT


Deals Rambus agreed to acquire the assets of Inphi’s Memory Interconnect Business for $90 million in cash. Under the usual closing conditions, the transaction is scheduled to conclude during the third quarter. The business assets take in customer contracts, intellectual property, product inventory, and supply-chain agreements. “By combining our buffer chip team with the Memory Interconnect... » read more