tag: economics

Tech Talk: FD-SOI vs. FinFET
By Ed Sperling - 15 Dec, 2016 - Comments: 0

Jamie Schaeffer, 22FDX program director at GlobalFoundries, talks about the future of FD-SOI, what the tradeoffs are in performance, power and cost compared with finFETs, how many mask layers and patterning steps are required for each, and when 12nm FD-SOI will be introduced. Related Stories To 7nm And Beyond GlobalFoundries’ top technologists open up on next-gen FD-SOI, the economi... » read more

Harder Than It Looks
By Ed Sperling - 01 Dec, 2016 - Comments: 0

First Apple scales back plans to develop its own vehicle. Then Intel creates its own automotive chip unit. This kind of two-step movement in the automotive electronics industry is becoming more common. NXP buys Freescale, then Qualcomm buys NXP. Harman buys Symphony Teleca and Red Bend Software, then Samsung buys Harman. All of these moves are proof points that innovation and fleet-foo... » read more

Where Is The New Competition?
By Ed Sperling - 22 Nov, 2016 - Comments: 0

Consolidation is a regular topic of discussion at semiconductor industry conferences and trade shows. Anyone who has been to these gatherings over the past couple decades can see there are fewer companies presenting and exhibiting, fewer startups taking the place of those that were bought, and a dramatic increase in one-day, one-vendor-sponsored events where top experts are gathered to talk abo... » read more

Moore’s Law Debate Continues
By Ann Mutschler - 02 Nov, 2016 - Comments: 0

Does shrinking devices still make sense from a cost and performance perspective? The answer isn’t so simple anymore. Still, the discussion as to whether semiconductors are still on track with [getkc id="74" comment="Moore's Law"] occurs on a frequent enough basis to continue analyzing at least some of the dynamics at play. There is much speculation about what happens after 7nm, as well as ... » read more

Betting On Power And Deep Learning
By Ed Sperling - 13 Oct, 2016 - Comments: 0

Jim Hogan, managing partner of Vista Ventures, sat down with Semiconductor Engineering to talk about what investments deliver the biggest returns, how quickly, and why there are so few investors in some big growth areas. What follows are excerpts of that conversation. SE: What are you investing in these days and why? Hogan: I have about 15 active deals right now. I generally invest in thi... » read more

Fear Of Machines
By Ed Sperling - 29 Sep, 2016 - Comments: 0

In the tech industry, the main concern over the past five decades has been about what machines could not do. Now the big worry is what they can do. From the outset of the computer age, the biggest challenges were uptime, ease of use, reliability, and as devices became more connected, the quality and reliability of that connection. As the next phase of machines begins, those problems have bee... » read more

EDA, IP Sales Up
By Ed Sperling - 29 Sep, 2016 - Comments: 0

EDA and IP sales increased 5.6% in Q2 to $2.013 billion, up from $1.907 billion in the same period in 2015, according to the most recent Electronic System Design Alliance numbers. Asia/Pacific revenue increased 10.9% to $608.1 million; Japan increased 15.7% to $211.4 million. The Americas increased 4.4% to $908.4 million. The only region that showed a decline was Europe, the Middle East ... » read more

Stepping Back From Scaling
By Ed Sperling - 24 Aug, 2016 - Comments: 0

Architectures, packaging and software are becoming core areas for semiconductor research and development, setting the stage for a series of shifts that will impact a large swath of the semiconductor industry. While there is still demand from the largest chipmakers for increased density at the next process node, the underlying economics for foundries, equipment vendors and IP developers are f... » read more

Changing Economics In Chip Manufacturing
By Ed Sperling - 18 Aug, 2016 - Comments: 1

The foundry and equipment businesses are poised for significant changes that could affect the balance of power far beyond just the semiconductor manufacturing sector. It’s no secret that the number of companies developing new chips at 7nm is shrinking. There will be even fewer at 5nm. The business case for moving forward is that density must provide a competitive edge. But that density imp... » read more

Are We Looking At The IoT Through Rose-Colored Glasses?
By Joanne Itow - 18 Aug, 2016 - Comments: 0

There’s been a lot of anticipation and promise associated with the explosive growth expected from the deployment of the Internet of Things. The prospect of 30 billion to 50 billion connected devices and all the associated electronics brings rosy visions of a return to double-digit semiconductor industry growth rates. Let’s take a look at the realities of the impending impact. MEMS, ... » read more

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