tag: Gartner

The Week In Review: Manufacturing
By Mark LaPedus - 25 Apr, 2014 - Comments: 0

Worldwide semiconductor capital equipment spending is projected to total $37.5 billion in 2014, an increase of 12.2% from 2013 spending of $33.5 billion, according to Gartner. Capital spending will increase 5.5% in 2014 as the industry begins to recover from the recent economic downturn. The 3D NAND market will take longer to develop. Samsung has shipped a 3D NAND device. Micron and SK Hynix... » read more

Billions And Billions Invested
By Mark LaPedus - 17 Apr, 2014 - Comments: 4

Over the years, next-generation [getkc id="80" kc_name="lithography"] (NGL) has suffered various setbacks and delays. But until recently, the industry basically shrugged its shoulders and expressed relatively little anxiety about the NGL delays. After all, optical lithography was doing the job in the fab and NGL would eventually materialize. Today, however, the mood is different. In fact, th... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 11 Apr, 2014 - Comments: 0

Don't look now, but the fab tool market is slowing. "After recent meetings in the supply chain plus examining comments from the largest spenders, we conclude that wafer fab equipment (WFE) could disappoint this year. We calculate approximately $30 billion to $31 billion in WFE spending in 2014, flattish from 2013, compared to expectations of $32 billion to $33 billion, which would be up 10%+. T... » read more

The Week In Review: Design
By Ed Sperling - 04 Apr, 2014 - Comments: 0

Tools Mentor Graphics rolled out a new platform for verification of unknown voltage levels (Xs) at the register transfer and gate levels, fusing together simulation and formal verification under one umbrella. The company says the approach will limit bugs and wasted effort caused by X-optimism and pessimism. Jasper Design Automation unveiled a new tool to verify the sequential functional equ... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 28 Mar, 2014 - Comments: 0

RBC Capital Markets has raised its iPhone unit forecast for 2014 to 159.1 million from 156.7 million. The iPhone estimates reflect better-than-expected growth in the September quarter, according to RBC. So which chipmakers will benefit? In order, the companies with the most exposure into Apple are Cirrus Logic, Dialog Semiconductor, Triquint, Skyworks, Audience, Avago, Broadcom, Qualcomm, SanDi... » read more

Test Challenges Rising For Mobile Devices
By Mark LaPedus - 20 Mar, 2014 - Comments: 0

Smartphone and tablets continue to advance at a dizzying pace. On the component side alone, the latest mobile devices are moving towards 64-bit application processors, multi-mode RF front-ends, higher-end cameras and flashy LCD screens. Some systems even boast fingerprint scanners and heart rate sensors. But an obvious part of the system continues to lag behind the curve—battery life. In r... » read more

NAND ATE Market Gets Testy
By Mark LaPedus - 06 Feb, 2014 - Comments: 0

The NAND flash memory market is undergoing big changes. As planar NAND moves further down the 1xnm node regime, suppliers are ramping up devices with new cell structures, interfaces and other features. And on top of that, 3D NAND is beginning to appear in the market. The next-generation NAND devices will enable new applications in the mobile and enterprise markets, but the chips themselves p... » read more

Internet Of Things Hype: The Sound And The Fury
By Kurt Shuler - 30 Jan, 2014 - Comments: 2

“It is a tale told by an idiot, full of sound and fury, signifying nothing.” —William Shakespeare, Macbeth Bill was referring to life in the above quote, but he may as well have been referring to the hype surrounding the Internet of Things (IoT) and how it is going to create a new era of innovation in the semiconductor industry. I’m skeptical, and I will tell you why. We’ve bee... » read more

Mixed Signals Seen For Fab Tool Industry
By Mark LaPedus - 14 Jan, 2014 - Comments: 2

After a slight downturn in 2013, the semiconductor equipment market is expected to rebound and see solid growth in 2014, according to forecasters at SEMI’s Industry Strategy Symposium (ISS) at Half Moon Bay, Calif. Gartner, IC Insights and VLSI Research separately projected strong growth in the fab tool industry in 2014. But on the downside, the number of large fab tool buyers continues to... » read more

Week In Review: Manufacturing And Design
By Mark LaPedus - 20 Dec, 2013 - Comments: 0

Wearable computing is one of the hottest topics being discussed today. Angela McIntyre, research director at Gartner, said digital health and fitness will be among the hottest segments in the arena. Don't look now, but ASML Holding has delayed its 450mm tool programs. "As for 450, ASML has paused the development of 450mm lithography systems, both EUV and 193, until customer demand and the ti... » read more

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