tag: business

Market Realities
By Ed Sperling - 28 Mar, 2013 - Comments: 0

The speculation about EDA’s future—will it consolidate, will it be incorporated into large IDMs or foundries—has surfaced again. The reason this time is that EDA is in a retrenchment period as the semiconductor industry grapples with increasing complexity, multiple options ranging from multi-patterning to stacked die to more third-party IP, and the rising cost of complex SoCs at the mo... » read more

Let The IP Wars Begin
By Ed Sperling - 14 Mar, 2013 - Comments: 0

y Ed Sperling Nature abhors a vacuum. Customers abhor a monopoly. It appears both problems are now being solved in the EDA world—assuming approval by regulatory agencies, of course. There have been two concerns facing chipmakers in regards to third-party IP. One is political. Most large companies spent millions of dollars and thousands of frustrating man-hours developing their own interna... » read more

Inside The System-Level Supply Chain
By Ed Sperling - 31 Jan, 2013 - Comments: 0

System-Level Design sat down to discuss supply chain issues with Bill Chown product marketing director for the system-level engineering division at Mentor Graphics and a longtime participant in a number of standards efforts across the semiconductor design industry. What follows are excerpts of that conversation. SLD: What’s happening with system engineering as chip design/manufacturing mo... » read more

Following The Money
By Jim Feldhan - 24 Jan, 2013 - Comments: 0

By Jim Feldhan There are many trends in the semiconductor industry that are easy to identify because the moves make a huge statement. A few of the major changes that we’ve all observed include the shift from a computer application focus to consumers, the growth of mobile devices, and the shift of semiconductor dominance from the U.S. to Japan to Asia Pacific. One of Semico’s jobs is to ... » read more

The Next Big Thing
By Ed Sperling - 04 Jan, 2013 - Comments: 0

One of the interesting things about boom markets in technology is that they’re almost always built on other technological developments. Typically what happens is technologies are combined into a new whole or system, which explains how the telegraph gave way to the telephone, and how radio became the basis for television. The computer age had its own set of building blocks that were used to... » read more

2012 Year-End Consensus Forecast
By Lara Chamness - 12 Dec, 2012 - Comments: 0

By Lara Chamness While the first half of the year started out with strong booking and billing activity, continued economic uncertainty has led many device manufacturers to cut back on their equipment investments during the second half of this year. The recently published SEMI Year-End Consensus Forecast predicts that the new equipment market will contract 12.2 percent for this year (to $38.2 b... » read more

Mobile Memory Madness
By Ed Sperling - 15 Nov, 2012 - Comments: 0

By Mark LaPedus The insatiable thirst for more bandwidth in smartphones, tablets and other devices has prompted an industry standards body to revamp its mobile memory interface roadmap. As part of the changes, the Joint Electron Devices Engineering Council (JEDEC) has scaled back the initial version of Wide I/O technology and pushed out the introduction date of a true 3D stacked architectur... » read more

Winners And Losers
By Joanne Itow - 20 Sep, 2012 - Comments: 0

By Joanne Itow Semiconductor revenues will log in a relatively lackluster growth for 2012, only 3% more than 2011. That is below the 4.8% CAGR (compound annual growth rate) over the past five years and well below the 8.4% CAGR over the past 10 years. On the other hand, semiconductor units continue to show healthy growth, driving up wafer demand. Units will grow slightly faster compared to the ... » read more

Inflection Points Ahead
By Ed Sperling - 23 Aug, 2012 - Comments: 0

By Ed Sperling Engineering challenges have existed at every process node in semiconductor designs, but at 20nm and beyond, engineers and executives on all sides of the industry are talking about inflection points. An inflection point is literally the place where a curve on a graph turns down or up, but in the semiconductor industry it’s usually associated with the point at which a progres... » read more

What’s Really Going On?
By Ed Sperling - 15 Dec, 2011 - Comments: 0

At the end of the year it’s common to make predictions about what’s coming next year or to look back at the events that have transpired over the past 12 months. It’s becoming more difficult to do both. To begin with, there’s the question of re-aggregation or disaggregation. While most industries swing back and forth between aggregation and disaggregation, that process has become inc... » read more

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