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

Automotive Electronics: Driving The Semiconductor Market


Automotive electronics is the fastest growing end application in the semiconductor market, but what systems will see the highest penetration rates? Currently, self-driving cars grab much of the media attention, and for good reason. Semico estimates that today’s self-driving car has $21,525 of additional electronics. However, recent tests of ADAS vehicles produced less than stellar results. II... » read more

Semiconductors In Automotive


It was more than 130 years ago in 1885 when Gottlieb Daimler invented the first prototype for the modern gas engine, and in 1886 Karl Benz patented his three-wheel Benz Motor Car, Model No. 1. Yet even these visionaries might have been surprised by the sophisticated technology running our cars today – and they couldn’t even have imagined the vast range of semiconductor components involved. ... » read more

Growth Ahead For Vacuum Subsystems


Vacuum pumps, pressure gauges and vacuum valves combined make up the biggest expense on the bill of materials for semiconductor OEMs. In 2017, almost $2.5 billion worth of vacuum subsystems were consumed by the semiconductor industry with over half supplied by vendors based in Europe. Vacuum subsystems sales account for one third of expenditure on all critical subsystems used in semiconducto... » read more

The Value Of Trust


It took 40 years for Alexander Graham Bell’s telephone to go from 10% to 40% global saturation. The smartphone repeated that market penetration in less than a tenth of the time. But even the success of the smartphone is being eclipsed by the lightning pace at which Internet of Things (IoT) products are being born, with Gartner predicting that 95% of all technology products will be IoT-capable... » read more

Terrific Year, Terrific Outlook


2017 was a terrific year. Chip revenues closed at nearly $440B, an impressive 22 percent year-over-year growth. The equipment industry surpassed revenue levels last reached in the year 2000. Semiconductor equipment posted sales of nearly $56B and semiconductor materials $48B in 2017. For semiconductor equipment, this was a giant 36 percent year-over-year growth. Samsung, alone, invested $26... » read more

The Week In Review: Design


M&A Imagination will sell its MIPS business to Tallwood, a California-based venture capital firm, for $65m in cash. The sale is expected to close in October. The rest of Imagination is slated to be sold to Canyon Bridge for £550 million in cash (~$740 million), a deal dependent on the MIPS sale. The Chinese-backed investment firm has featured recently in the news for its attempted purchas... » read more

Expanding Ecosystem Drives Automotive Semiconductor Gold Rush


Semiconductor chips designed to support automotive applications have been around for more than 40 years, a very long time in the technology business. These chips have been developed by semiconductor integrated device manufacturers (IDMs), who control every step of the design, manufacturing, test, qualification, reliability and quality aspects of these automotive chips. On top of that, special s... » read more

Memory Market: More Than ASPs At Risk


By Adrienne Downey and Jim Feldhan In June 2016, the memory market emerged from its slump after reversing its 12-month ASP decline. Since then, we’ve seen a strong rebound for ASPs in both DRAM and NAND. Contributing to this recovery was the increasing demand in memory content per device across all end markets combined with a more controlled capital investment over the past several years.... » read more

The Week In Review: Design


Numbers EDA industry revenue increased 10.5% in Q1 2017 to $2.168 billion, the highest Q1 growth level since 2011, according to EDAC. The four quarters moving average increased by 10.6%. CAE, the biggest category, grew 14%, while IP—primarily macro cells and memory—grew 15%. The Americas and Asia-Pacific both reported double digit growth. The industry is hiring, too: tracked companies incr... » read more

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