tag: business

Broad Impact From Accelerating Tech Cycles
By Ed Sperling - 21 Feb, 2024 - Comments: 0

Experts at the Table: Semiconductor Engineering sat down to discuss the impact of leading edge technologies such as generative AI in data centers, AR/VR, and security architectures for connected devices, with Michael Kurniawan, business strategy manager at Accenture; Kaushal Vora, senior director and head of business acceleration and ecosystem at Renesas Electronics; Paul Karazuba, vice preside... » read more

EDA Back On Investors’ Radar
By Brian Bailey - 25 Jan, 2024 - Comments: 0

EDA is transforming from a staid but strategic sector into a hot investment market, fueled by strong earnings and growth, a clamoring for leading-edge and increasingly customized designs across new and existing markets, and the rollout of advanced technologies such as AI for a range of tools that will be needed to develop new architectures with much greater performance per watt. A confluence... » read more

Respect? Confused
By Brian Bailey - 25 Jan, 2024 - Comments: 0

In a recent story, I talked about how EDA has gained respect in the financial markets, which is something it has failed to do for decades. EDA, in the eyes of Wall Street, had become a plodder through good times and bad, failing to achieve the growth shown by semiconductor companies or foundries, or the rapid rise to glory of other software companies. Of course, it never experienced the same de... » read more

How Is The Chip Industry Really Doing?
By Ed Sperling - 17 Jan, 2024 - Comments: 2

Throughout 2023, the general consensus among chip industry watchers was that IC sales were flat to down, fueled by market saturation for smart phones and PCs and excess inventory and capacity in DRAM and flash. But that doesn't tell the whole story, which is becoming highly nuanced and complicated. Unlike in the past, understanding how the chip industry is faring is no longer a simple math f... » read more

DRAM Test And Inspection Just Gets Tougher
By Anne Meixner - 07 Nov, 2023 - Comments: 0

DRAM manufacturers continue to demand cost-effective solutions for screening and process improvement amid growing concerns over defects and process variability, but meeting that demand is becoming much more difficult with the rollout of faster interfaces and multi-chip packages. DRAM plays a key role in a wide variety of electronic devices, from phones and PCs to ECUs in cars and servers ins... » read more

Looking Forward To The New Chip Cycle
By Bob Smith - 19 Oct, 2023 - Comments: 0

Charles Shi, Principal and Senior Analyst at Needham & Company, LLC., remains upbeat about the EDA, IP and services business, or what SEMI refers to as the electronic system design (ESD) ecosystem. I recently spoke with Shi about his talk “Looking Forward to the New Chip Cycle” during the opening of the 2023 Design Automation Conference, collocated in July with SEMICON West in San Fra... » read more

EDA Revenue Up Again
By Ed Sperling - 17 Oct, 2023 - Comments: 0

The EDA industry reached $3.963 billion in revenue in Q2, boosted by a 17.6% increase in computer-aided engineering and a 17.2% increase in IP physical design and verification, according to a just-released ESD Alliance Electronic Market Data report. The overall growth was offset by an accounting change in the IP business, which resulted in a 11.6% decline to $1.255 billion, as well as some w... » read more

How To Address The Top 5 Silicon Startup Challenges
By Neil Parris - 08 Jun, 2023 - Comments: 0

From our 30 years of experience, Arm understands that designing silicon can be complex and expensive. Against the backdrop of global supply chain issues and wider economic challenges, today’s climate can be challenging for the tech industry, particularly those creating the next wave of silicon products. Startups are looking for every opportunity to maximize their success with their first t... » read more

MEMS & Sensors Market Forecast: Impact Of Semiconductor Industry Slowdown
By Timothy Brosnihan - 18 May, 2023 - Comments: 0

Of all technologies, MEMS and sensors stand out for their far-reaching promise to improve lives across segments such as Internet of Things (IoT), wearables, smart home, digital health, precision agriculture, autonomous vehicles, robotics, and environmental monitoring. Little wonder, then, that the growth of the MEMS and sensor design and manufacturing industry is among the hottest topics at ... » read more

Week In Review: Semiconductor Manufacturing, Test
By Gregory Haley - 12 May, 2023 - Comments: 0

Global semiconductor sales reached $574 billion in 2022, and U.S. semiconductor companies accounted for sales totaling $275 billion, or 48% of the global market, according to the 2023 Factbook released by the Semiconductor Industry Association (SIA). DRAM and NAND prices likely will continue to fall further this quarter because production cuts have not kept pace with weakening demand, accord... » read more

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