2020: A Turning Point In The Chip Industry


At the start of 2020, most of the industry was upbeat and sales forecasts for the year were good. Then the pandemic hit, and fear gripped most of the industry — but not for long. New markets emerged, demand increased, and the levels of innovation went far beyond what had been forecast. While hope is on the horizon that the virus will be contained during 2021, life will not return to the ol... » read more

What’s Next In AI, Chips And Masks


Aki Fujimura, chief executive of D2S, sat down with Semiconductor Engineering to talk about AI and Moore’s Law, lithography, and photomask technologies. What follows are excerpts of that conversation. SE: In the eBeam Initiative’s recent Luminary Survey, the participants had some interesting observations about the outlook for the photomask market. What were those observations? Fujimur... » read more

Survey: eBeam Initiative Luminaries (formerly Perceptions) Survey Results


Survey of 77 industry luminaries across 42 different companies in July 2020 says net neutral COVID-19 business impact by 2021, with 24% positive vs 20% negative predictions. Click here to view the survey results. » read more

Week In Review: Auto, Security, Pervasive Computing


Automotive, automation General Motors is planning a third electric-vehicle plant. The former Saturn factory will make first fully electric Cadillac, in the former Saturn assembly line. Tesla is allowing some customers to beta test its Full Self-Driving (FSD), according to The Verge. The company pushed the software update to some early access customers to do some real world beta test. Some o... » read more

EDA, IP Show Surprising Strength


EDA and IP revenue surged 12.6% in Q2 to $2.78 billion, up from $2.47 billion in the same period in 2019, according to a just-released report. That growth occurred in all regions, as well. What's surprising about the report is just how strong sales were in the midst of the COVID-19 pandemic. "Revenue was up strongly from Q1, and there was enormous growth," said Wally Rhines, executive spo... » read more

The Next Wave Of Consolidation


End markets and technologies are changing, stock prices are up, and interest rates are down. Those are the necessary ingredients for acquisition binging. So why isn't much happening? The answer is that more industry consolidation is ahead, but it's all happening more slowly than the economics would suggest. Some of the reasons are obvious, others less so. The big delay is the COVID-19 pa... » read more

DRAM, 3D NAND Face New Challenges


It’s been a topsy-turvy period for the memory market, and it's not over. So far in 2020, demand has been slightly better than expected for the two main memory types — 3D NAND and DRAM. But now there is some uncertainty in the market amid a slowdown, inventory issues and an ongoing trade war. In addition, the 3D NAND market is moving toward a new technology generation, but some are enc... » read more

What’s Next For Semis?


It’s been a turbulent year in the semiconductor industry. 2020 was supposed to be a strong year. Then, the coronavirus outbreak hit. Suddenly, a large percentage of countries implemented various measures to mitigate the outbreak, such as stay-at-home orders as well as business and store closures. Economic turmoil and job losses soon followed, not to mention the human tragedy involved. M... » read more

Week In Review: Auto, Security, Pervasive Computing


The American Foundries Act, a bipartisan initiative to revive U.S. leadership in the global microelectronics sector, was announced by U.S. Democratic Senator Chuck Schumer from New York. “The economic and national security risks posed by relying too heavily on foreign semiconductor suppliers cannot be ignored, and Upstate New York, which has a robust semiconductor sector, is the perfect place... » read more

2020 CEO Outlook


Semiconductor Engineering sat down to discuss the semiconductor industry's outlook and what's changing with Simon Segars, CEO of Arm; Joseph Sawicki, executive vice president of IC EDA at Mentor, a Siemens Business; Raik Brinkmann, CEO of OneSpin Solutions; Babak Taheri, CEO of Silvaco; John Kibarian, CEO of PDF Solutions; and Prakash Narain, CEO of Real Intent. The conversation was part of the... » read more

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