An Industry Under Siege

By Ed Sperling - 05 Mar, 2020 - Comments: 0

The coronavirus is taking a big toll on the semiconductor industry's unquenchable thirst for new information. The longer it lasts, the more the industry will have to resort to technology — some new, some old — to continue moving forward. Over the past couple weeks, conferences and trade shows have been postponed or outright canceled. Synopsys, Cadence and Intel pulled out of DVCon at the... » read more

2020 IC Outlook: Uncertainty

By Mark LaPedus - 24 Feb, 2020 - Comments: 0

After a downturn in 2019, the semiconductor and equipment industries looked promising at the start of 2020. In 2019, the downturn was primarily due to the memory markets, namely DRAM and NAND. Both DRAM and NAND saw lackluster demand and falling prices last year. At the start of 2020, though, the memory markets were beginning to recover. Unlike memory, the logic and foundry markets were s... » read more

The Risk Of Two Supply Chains

By Ed Sperling - 20 Feb, 2020 - Comments: 0

Ever since the Trump administration weaponized trade restrictions against individual companies — first ZTE, then Huawei — China has begun developing a second supply chain for electronics. Inside of China, this is viewed as a necessary step for survival. In April 2018, the U.S. government banned ZTE from sourcing U.S. components for seven years, nearly putting that company out of business... » read more

Impact Of Coronavirus Could Threaten Global Electronics Growth

By Walt Custer - 20 Feb, 2020 - Comments: 0

Data through December showed a steady recovery in the global electronic supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating accelerating growth in world manufacturing activity (Chart 2). But in late January the Coronavirus (COVID-19) began to make its negative impact f... » read more

Demand Picks Up For 200mm

By Mark LaPedus - 20 Feb, 2020 - Comments: 0

Demand is growing for both 200mm fab capacity and equipment, setting the stage for possible shortages in coming months. But there are also some uncertainties, if not warning signs, in the 200mm market and the entire IC industry. Trade disputes, as well as the current coronavirus outbreak in China, likely will impact the chip and equipment markets. The size of the impact and the duration rema... » read more

Week In Review: Manufacturing, Test

By Mark LaPedus - 31 Jan, 2020 - Comments: 0

Coronavirus The coronavirus in China has been declared as a global health emergency by the World Health Organization (WHO). The situation appears to be much worse than SARS (severe acute respiratory syndrome), which hit in 2003. Several companies are taking precautionary measures to prevent widespread transmission of coronavirus. For example, ASE has devoted a Web page for the measures it is t... » read more

Chips, Business And The Coronavirus

By Ed Sperling - 30 Jan, 2020 - Comments: 2

In the spring of 2003, the SARS (severe acute respiratory syndrome) hit China and Hong Kong, creating such panic that no one would touch crates on shipping docks. Ultimately, it erased an estimated $40 billion from the global economy and effectively shut down the Chinese semiconductor industry for several months. It could have been much worse, though, and this is what is particularly troubli... » read more

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tag: coronavirus

An Industry Under Siege

2020 IC Outlook: Uncertainty

The Risk Of Two Supply Chains

Impact Of Coronavirus Could Threaten Global Electronics Growth

Demand Picks Up For 200mm

Week In Review: Manufacturing, Test

Chips, Business And The Coronavirus

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