Early 2020 Looks Promising For Semi Industry


Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth peaked in 2018 and then declined and was still falling in the second quarter of this year (Chart 2). Seasonality and currency exchange related ele... » read more

EDA Revenue Up 6.6% For Q2


Highlighted by double digit growth in semiconductor IP and the Asia/Pacific region, EDA industry revenue increased 6.6% for Q2 2019 to $2,472.1 million, compared to $2,318.5 million in Q2 2018, according to the ESD Alliance Market Statistics Service. The four-quarters moving average, which compares the most recent four quarters to the prior four quarters, increased by 6%, which represented a... » read more

The Critical But Less Obvious Risks In AI


AI has been the subject of intense debate since it was first introduced back in the mid-1950s, but the real threat is a lot more mundane and potentially even more serious than the fear-inducing picture painted by its critics. Replacing jobs with technology has been a controversial subject for more than a century. AI is a relative newcomer in that debate. While the term "artificial intelligen... » read more

The Hidden Potential Of Test Engineers


Design engineers are seen as the cornerstone of new projects in many semiconductor companies, working away with the team to design the next product and making sure it meets all specifications. We pay little thought to the test engineer, who works in the shadows designing algorithms, hardware and software that could pass or fail each die. The test engineer is the last line of defense between... » read more

Getting Granular On The Edge


Imagine a plane flying at 30,000 feet. Two things are visible—clouds and land. In the processing world, that land mass is the edge, and as the plane begins to descend the edge begins to take on a more distinct shape and different features begin to appear. From the air, everyone can see just how large this market opportunity is. What they can't make out are the winning models for success. B... » read more

Surround And Conquer


The processor wars are back in full swing, this time with some new players in the field. But what defines winning this time around is far less obvious than it was in the past, and it will take years before we know the outcome. The strategy is the same, though, and it's one that has been in use for years in the tech world. It began in the 1990s, when IBM came to the realization that it could ... » read more

5 Steps To Data-Driven Manufacturing


There is a lot of hype surrounding “Industry 4.0,” “Smart Manufacturing,” “the Industrial Internet of Things (IIoT),” and other associated terms, but it all boils down to one question: How do I become a data-driven manufacturer? Companies strive to be data driven, realizing that decisions will be more objective and more likely to achieve the desired results. In fact, many compani... » read more

Cloudy Outlook Seen For IC Biz


After a slowdown in the first half of 2019, chipmakers and equipment vendors face a cloudy outlook for the second half of this year, with a possible recovery in 2020. Generally, the semiconductor industry began to see a slowdown starting in mid- to late-2018, which extended into the first half of 2019. During the first half of this year, memory and non-memory vendors were negatively impacted... » read more

EDA, IP Grow 16.3%


EDA and IP revenue rebounded in Q1, with all geographies reporting increases, according to the ESD Alliance Market Statistics Service. Total revenue increased to 16.3% to $2.606 billion, up from $2.241 billion in the same period in 2018. The global numbers do not reflect the impact of a trade war between the United States and China, which occurred in Q2, but they do point to a significant re... » read more

Top Considerations For Evaluating The Tech In Tech M&A


M&A is high stakes. With thousands of transactions and billions of dollars spent on technology mergers and acquisitions every year, acquirers must protect their investments by conducting due diligence. This white paper discusses: Risks you may encounter in an M&A transaction involving software; How to evaluate these risks using a multifaceted evaluation model; What to look... » read more

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