Impact Of U.S.-China Trade War


The trade war between the United States and China is escalating and it is here to stay. Last year, the Trump administration started the trade war with China for basically two reasons. First, China has a massive trade surplus with the U.S. Second, U.S. companies have been the subject of IP theft in China, which has largely gone unchecked, according to the Trump administration. Many disagre... » read more

From Sand To Wafers


More than most industries, ours is identified with a single element, silicon. Consider the self-adopted naming conventions of all the places that want to be recognized as members of the club—Silicon Valley, Silicon Beach, Silicon Forest and so on. Silicon wafers are fundamental in manufacturing the electronic “chips” that pervade almost every aspect of our lives. New applications in IoT, ... » read more

Fearless chip and fab tool forecasts


2019 is expected to be a challenging, if not confusing, year for the semiconductor and fab equipment industries. For example, Apple recently issued a warning about lackluster smartphone demand, which impacted several IC vendors and foundries. Then, the memory market is plummeting. In addition, the 10nm/7nm transition has proven to be difficult for many. And let’s not forget the geopolitica... » read more

More Fabs, More Equipment Spending


Global fab equipment spending will increase 14 percent this year to US$62.8 billion and is expected to rise 7.5 percent, to US$67.5 billion, in 2019, marking the fourth consecutive year of spending growth and the highest investment year for fab equipment in the history of the industry, according to the latest World Fab Forecast Report published by SEMI. Investments in new fab construction are a... » read more

KLA-Tencor Buys Orbotech


In a move to expand into the process equipment and other new businesses, KLA-Tencor has entered into a definitive agreement to acquire Orbotech for approximately $3.4 billion. With the acquisition of Israel’s Orbotech, KLA-Tencor expands its efforts in the inspection and metrology markets. In addition, KLA-Tencor also enters into some new equipment fronts. Orbotech is involved in three ... » read more

Watch Out For 200mm Fabs: Fab Outlook To 2020


One year after the debut of the industry’s first 200mm Fab Outlook report, SEMI has just issued an October 2016 update with the improved and expanded report forecasting 200mm fab trends out to 2020. This extensive report features trends from 2009 to 2020, showing how 200mm fab activities and capacity change worldwide.  Industry spending for construction and equipment is detailed and analy... » read more

Softbank To Buy ARM For $32.34B


By Ed Sperling & Ann Steffora Mutschler Japan's Softbank will acquire ARM for $32.34 billion, according to an agreement made public this morning. The deal has the backing of ARM's board of directors, which unanimously will recommend ARM shareholders approve it, according to a company statement. Under the terms of the deal, Softbank will at least double employee headcount in the United... » read more

The Other Side Of Device Scaling


The push to 10nm and 7nm is a relatively straightforward path in PowerPoint. In multiple presentations across the semiconductor industry, in fact, it has been portrayed as a straight line progression spanning decades. While most chipmakers are aware that the cost per transistor has been increasing below 22nm, due to double patterning and the challenges in designing finFETs and dealing with d... » read more

2015: A Year In Review


Semiconductor Market Trends Semiconductor revenues were essentially flat in 2015 when compared to 2014 levels according to the World Semiconductor Trade Statistics (WSTS). The materials market mirrored the device market, while the equipment market contracted 3%. The semiconductor equipment market typically receives more attention than the materials market, however, and the materials market has... » read more

Capex Growing To A Record High In 2015


Semiconductor companies are spending more than ever to stay competitive. In 2015, the total amount spent for capital expenditures is forecast to be $68.7 billion, up 9% from 2014’s $63.3 billion. This breaks the previous record set in 2011 at $63.8 billion, as shown in the following graph. Total Semiconductor Capital Expenditures, 2009-2015 Source: Semico Research Corp. The Top 15 A... » read more