tag: economics

Foundries Face Challenges in 2016
By Mark LaPedus - 17 Dec, 2015 - Comments: 2

Generally, 2015 has been a challenging year in the foundry business. For one thing, the foundry industry will register modest growth in 2015. In addition, the foundry customer base is consolidating. And on the leading edge, foundries took longer than expected to ramp up their 16nm/14nm finFET processes. So, after an eventful year in 2015, what’s in store for the foundry business in 2016? I... » read more

Laws Don’t Apply Anymore
By Ed Sperling - 03 Dec, 2015 - Comments: 0

One of the nifty things about technology is that it's always new and always being refreshed. That creates problems, though. The speed with which technology is overhauled or changed out is so much faster than the social and legal infrastructure built to support and protect the people buying it, that the two worlds are now years, if not decades, out of sync. The first whiff of this came in 198... » read more

Consolidation’s Aftermath
By Ed Sperling - 02 Dec, 2015 - Comments: 4

The recent spate of industry consolidation continues to have repercussions across the semiconductor industry. Some of those effects will subside once the deals are either approved or nixed by regulatory agencies. Others will raise questions for months or years to come. Consolidation is not a new trend in the semiconductor industry, but the pace and size of the acquisitions in the past year a... » read more

The Challenge Of Fitting In
By Ann Mutschler - 30 Nov, 2015 - Comments: 0

Connections between players in the semiconductor industry are becoming critical for survival. Whether the focus is a connected car, home automation, health care or the energy grid, each company in each of those markets relies on others to build useful products. There are several forces at work here. One is an emphasis on connecting everything, regardless of whether it is inside a single vert... » read more

The Pain Of Change
By Ed Sperling - 24 Nov, 2015 - Comments: 0

If the still evolving shift left has taught the semiconductor industry anything, it's that nothing can be counted on to stay the same for very long. The basic proposition of doing more earlier in the design cycle to speed up time to market—and thereby shifting everything left in the linear flow—means that every silo that has been constructed over the past several decades needs to be rethoug... » read more

What Comes Next
By Imec - 19 Nov, 2015 - Comments: 0

By Marc Heyns I’m very optimistic about the continuation of Moore’s Law. But in saying that, I’m speaking about Moore’s Law purely as an economic law. I believe we’ll be able to offer increasing amounts of functionality at lower and lower costs. And technological innovations as well as advances in design and application will be crucial in realizing this. But I don’t believe a ... » read more

A Tough Balancing Act
By Michel Courtoy - 02 Nov, 2015 - Comments: 1

Typically, technology startups are formed because a few smart engineers have identified a new opportunity. They work hard on the technology, making sure they deliver innovation that differentiates them from their bigger competitors. They approach their initial customers and refine the product based on the feedback from these early adopters. The focus is still very much on the technology and the... » read more

Counting By The Billions
By Ed Sperling - 29 Oct, 2015 - Comments: 1

The semiconductor industry has been on cruise control since the advent of the personal computer. By 2002, a total of 1 billion PCs had been shipped, according to Gartner, and by 2008 that number had doubled. But that was nothing compared with the smartphone. In 2014 alone, Gartner reported sales of 1.2 billion smartphones. Both of those markets will remain healthy for years to come. Despite... » read more

How Will China Spend $120B?
By Ed Sperling - 22 Oct, 2015 - Comments: 1

It's daunting to consider how much Chinese VC and government money is ready for investment around the globe. With the total now estimated somewhere in the neighborhood of $120 billion, that's a huge stockpile of cash. Just to put that in perspective, roughly $48.3 billion was invested by U.S. investors in 2014, according to a report issued by the National Venture Capital Association and Pricewa... » read more

What China Is Planning
By Mark LaPedus - 21 Oct, 2015 - Comments: 1

Over the years, China has unveiled several initiatives to advance its domestic semiconductor industry. China has made some progress at each turn, although every plan has fallen short of expectations. But now, the nation is embarking on several new and bold initiatives that could alter the IC landscape. China’s new initiatives address at least three key challenges for its IC industry: 1. C... » read more

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