Security Progress In Some Places, Not Others


Security is big business, and it's increasingly part of business done between big businesses in the semiconductor market. The deal that was announced this week between NXP and Qualcomm, adding a secure NFC module to the Snapdragon chip, is certainly good business. But what's really interesting about this arrangement is that it was done between two very prominent companies, which saw a potent... » read more

The Week In Review: Manufacturing


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

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