tag: economics

Don’t Let The Headlines Trick You
By Loren Shalinsky - 09 Jul, 2015 - Comments: 0

This is the time of year when reports get issued summarizing the sales results of the server market in the first quarter. As a way of grabbing attention, many of the headlines will mention that the results of the first quarter are below those of the fourth quarter, bringing to mind all sorts of doomsday scenarios. Don’t be fooled. In many industries, sales exhibit a large seasonal compo... » read more

EDA Sales Strong Again
By Ed Sperling - 07 Jul, 2015 - Comments: 0

EDA and IP sales were robust again in Q1, up 7.5% to $1.877 billion compared with $1.746 billion in the same period in 2014, according to the EDA Consortium. On the upside, IP revenue rose 19.3% to $618.1 million; services revenue increased 6.8% to $104.4 million; and PCB and multi-chip module revenue increased 1.1% to $161.5 million. On the downside, CAE—the largest single category—... » read more

Executive Insight: Jack Harding
By Ed Sperling - 28 May, 2015 - Comments: 0

SE: What's changed over the past 12 months? Harding: My starting point these days is around consolidation. At last count there were about 85 companies in the semiconductor industry. My bet is that at this time next year there will be about 70. The size of deal will not matter. Nothing will be too big. The strategic question is whether you're playing musical chairs and when the music stops, ... » read more

The Bumpy Road To 10nm FinFETs
By Mark LaPedus - 21 May, 2015 - Comments: 0

Foundry vendors are currently ramping up their 16nm/14nm [getkc id="185" kc_name="finFET"] processes in the market. Vendors are battling each other for business in the arena, although the migration from planar to finFETs is expected to be a slow and expensive process. Still, despite the challenges at 16nm/14nm, vendors are gearing up for the next battle in the foundry business—the 10nm nod... » read more

Is The IoT Safe To Use?
By Ernest Worthman - 11 May, 2015 - Comments: 0

By Ernest Worthman & Ed Sperling Data security has been a problem since well before the invention the computer, and it has been getting progressively more difficult to contain every year for the past eight decades. It was made much worse when computing was decentralized with the introduction of the IBM PC in 1981, made worse again when networking was introduced into corporations by Novell'... » read more

One-On-One: Dark Possibilities
By Katherine Derbyshire - 29 Apr, 2015 - Comments: 0

Professor Michael Taylor’s research group at UC San Diego is studying ways to exploit dark silicon to optimize circuit designs for energy efficiency. He spoke with Semiconductor Engineering about the post-Dennard scaling regime, energy efficiency from integrated circuits all the way up to data centers, and how the manufacturing side can help. What follows are excerpts of that conversation. (P... » read more

Moore’s Law At 50
By Ed Sperling - 23 Apr, 2015 - Comments: 0

Moore's Law turned 50 this week…but not because of Gordon Moore. He observed that the number of transistors crammed onto a piece of silicon was doubling every 18 to 24 months and predicted that would continue to be the case. He was right, but it took many thousands of engineers who created methodologies and tools to automate the design and equipment to manufacture complex chips to make that o... » read more

Predictions For A Good Year
By Jim Feldhan - 16 Apr, 2015 - Comments: 0

First quarter 2015 is now history, and companies will soon be reporting their Q1 earnings. Here at Semico we’ve checked the IPI Index against our forecast and year-to-date actuals to see if the industry outlook is on track for 2015. Here’s the critical review. First of all, Semico’s forecast for total semiconductor sales in 2015 is $378 billion, up nearly 9% over 2014. Units will incre... » read more

Big Acquisitions, Big Changes
By Ed Sperling - 09 Apr, 2015 - Comments: 0

Rumors swirling about Intel's romance with Altera—this has been off-again, on-again, and now apparently off-again, for the better part of a decade—coupled with Apple's decision to shift A9 APU production to Samsung and away from TSMC, NXP's pending acquisition of Freescale, along with the Chinese' government's massive semiconductor investment fund, all add up to some massive shifts under wa... » read more

Blog Review: April 1
By Jesse Allen - 01 Apr, 2015 - Comments: 0

A Russian plan to build a massive cargo plane to deliver tanks at supersonic speed—A roll of tape coated in squid proteins provides perfect camouflage—A yacht made of volcanic fibers battling the world's roughest seas: Ansys' Justin Nescott finds everything for a James Bond movie in this week's top tech articles. Writing for Synopsys, Broadcom's Hari Balisetty looks at reusable sequences... » read more

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