tag: economics

Bigger Standards Required
By Ed Sperling - 15 Oct, 2015 - Comments: 0

One of the great benefits of standards in the semiconductor world is that they make it easier to move forward and speed up technologies and markets—but not always. They are revered by semiconductor companies, despite the fact that they sometimes outlive their usefulness and need to be folded into other standards, and they are recognized as the best way to get things done across a complex, far... » read more

The Next Killer Apps
By Ed Sperling - 08 Oct, 2015 - Comments: 1

The search is on for the next killer applications that will turn connected devices into the next smart phone or PC. Billions of dollars are being poured into startups and established companies, creating a spectrum of new ideas they're trying to bring to market. Whether those investments pay off with a single application, or whether they lead to new ideas that fuse together multiple markets, ... » read more

EUV: Cost Killer Or Savior?
By Katherine Derbyshire - 17 Sep, 2015 - Comments: 4

Moore’s Law, the economic foundation of the semiconductor industry, states that transistor density doubles in each technology generation, at constant cost. As IMEC’s Arindam Mallik explained, however, the transition to a new technology node is not a single event, but a process. Typically, when the new technology is first introduced, it brings a 20% to 25% wafer cost increase. Process opt... » read more

Executive Insight: Charlie Cheng
By Ed Sperling - 14 Sep, 2015 - Comments: 1

Charlie Cheng, CEO of Kilopass, sat down with Semiconductor Engineering to talk about issues with current memory types and why the market is ready for disruptive approaches to reduce power and cost. SE: What's changing in the memory space? Cheng: Memory is a very important building block. It's a foundation and a commodity for a chip and for the system, but if you look at the big picture, ... » read more

Moving From Engineering To Management Or Staying On The Technical Track
By Michel Courtoy - 14 Sep, 2015 - Comments: 0

In the “Mad Men” days, companies adhered to a strict organizational hierarchy. Employees were either line or staff. Generally, line meant that an employee was on the management track and headed for a corporate executive position, sometimes called C-level or C-suite. Staff meant a place on the technical track with little opportunity for advancement. Today’s corporate environment no long... » read more

The Growing Price Of A Click
By Ernest Worthman - 03 Sep, 2015 - Comments: 0

I have been staring at computer screens for a long time. I remember when AOL was the biggest thing to come along since 16-bit computing. I have always been an anti-spam/junk advocate. With snail mail, I could just pitch it. With radio and TV ads, I could turn down the volume or switch channels. But it got impractical to walk away from my computer every time an ad popped up on a new page. So ... » read more

Getting Paid More
By Ed Sperling - 27 Aug, 2015 - Comments: 0

Consolidation is a regular news item in the semiconductor industry, and has been for years, but most of those deals have been relatively small. What's changing is the amount of consolidation involving big companies, fueled partly by a massive M&A fund in China, partly by an arms race in preparation for the IoE, and partly by the kind of thinking that if other companies are doing it, it's dan... » read more

Shrinking R&D Pool
By Ed Sperling - 20 Aug, 2015 - Comments: 2

The rule of thumb in business is that consolidation in a maturing industry improves the health of the surviving companies. In most market sectors that's true. In the semiconductor industry, that formula doesn't work. The reason is due to what might well be called foundational economics. While it's possible to reduce costs in making chips for years to come, at some point the basic building bl... » read more

When Will The IoE Be Real?
By Ed Sperling - 06 Aug, 2015 - Comments: 6

One question that surfaces repeatedly from all parts of the electronics world is, 'When will the IoE be real?' There's no simple answer to that question—and there never will be. In some market segments, notably industrial, the IoE has been in existence for years. Being able to predict outages in a production environment has huge economic benefits, and companies have been adding those kinds... » read more

Equipment Market Drifts Downward
By Ed Sperling - 17 Jul, 2015 - Comments: 0

Most analysts covering the equipment market have dropped their forecasts, some by as much as half, since the start of the year. While there are a number of variables that could ultimately change those numbers—the Greek debt crisis, currency fluctuations, server sales, the delivery of a commercially viable EUV—the bottom line is that the market is looking more skittish. Dan Tracy, SEMI's ... » read more

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