More Consolidation Ahead


Consolidation fueled by low interest rates is nearing the end, at least for this round. The U.S. Federal Reserve is looking at another rate increase based upon healthy reports on the economy, possibly as early as September. If all goes well, there will be multiple interest rate hikes over the next few years, allowing investors to build more balanced portfolios that are not entirely reliant on t... » read more

5 Takeaways From Semicon


As usual, the recent Semicon West trade show was a busy, if not an overwhelming, event. The event, which took place in San Francisco in early July, featured presentations on the usual subjects in the semiconductor and IC-equipment sectors. There were sessions on 200mm, next-generation processes, transistors, lithography, MEMS and many others. In no particular order, here are my five ta... » read more

Foundry Capacity Investment Led By Taiwan And China


The era of every company building a captive fab for next-generation products is ancient history, as foundries throughout the world provide leading-edge technology and flexible capacity in a timely and cost-effective manner. In today’s mobile-driven ecosystem, faster product development cycles and time-to-market have become the norm for the industry. Now, this trend is even spreading to the co... » read more

The Week In Review: IoT


Deals IBM and AT&T announced that they will collaborate on computing and connectivity to offer open, standards-based tools on the IBM Cloud for Internet of Things developers to use. Almost 10 million developers will be active in IoT by 2020, the VisionMobile 2016 Internet of Things Megatrends reports forecasts, compared with an estimated 5 million IoT developers at present. "We have heard ... » read more

China Tops Top500


The last time I wrote about the Green500, the Chinese machine Tianhe-2 was at the top of the Top500 list. At that point, Tianhe-2 had slipped from 49th to 64th on the Green500. Tianhe-2 has now slipped to second place on the Top500, only surpassed by yet another new Chinese machine, NRCPC’s Sunway TaihuLight. There has also been some consolidation between the Top500 and the Green500 lists: it... » read more

The Week in Review: IoT


Networks The Netherlands and South Korea are both laying claim to installing the first nationwide Internet of Things networks in the world. In the Netherlands, KPN has connected the country with a low-power, wide-area network optimized for IoT. SK Telecom is serving Korea with coast-to-coast IoT coverage, and the Korean carrier plans to spend up to $86.8 million through the end of 2017 on upg... » read more

Manufacturing Bits: July 5


World’s largest telescope China stunned the industry last month, when the nation rolled out the world’s fastest supercomputer. The system, dubbed the Sunway TaihuLight, is based on processors made in China, not Intel or other U.S. chipmakers. Now, China has nearly finished the construction of the world’s largest radio telescope. The system, dubbed the Five-hundred-meter Aperture Sphe... » read more

Executive Insight: Lip-Bu Tan


Lip-Bu Tan, president and CEO of Cadence, opens up on the next big things, what will drive them, and what will change to make that happen. What follows are excerpts of that conversation. SE: What are the biggest changes in the semiconductor industry over the past year? Tan: The whole system approach to designing hardware and software is really happening now. It will continue to expand fr... » read more

The Week In Review: Manufacturing


Chipmakers Through a joint venture with the government of Chongqing, GlobalFoundries will take over an existing 200mm fab in China. Then, GlobalFoundries plans to retrofit the facility and turn it into a 300mm fab. The foundry vendor is transferring its 180nm and 130nm processes to the China fab. Meanwhile, TSMC, UMC and others are also building fabs in China. Samsung Electronics has begu... » read more

Fab Investment Increases In China


By Mark LaPedus & Ed Sperling Fab construction in China is heating up, driven by real and projected demand for IoT devices and the government's push for internally manufactured chips. [getentity id="22819" comment="GlobalFoundries"], UMC and [getentity id="22586" comment="TSMC"] are all actively building up fab capacity inside of China, usually in conjunction with other local governme... » read more

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