Electronics Industry Business Cycles Look Promising


Although total electronics industry manufacturing activity is still far from expanding (3/12 is below 1.0), key global electronic industry monthly time series appear to have reached their 3/12 bottoms and now have begun to improve (Chart 1). Currently shipments are still shrinking, but at slowing rates. However real growth will only occur when these 3/12s exceed 1.0. Growth rates vary b... » read more

Automotive Semiconductors Boost MCU, Analog Markets


Auto sales are expected to experience a slowdown in 2019, and even with the continued increase in electronics per vehicle, automotive semiconductor sales are also expected to experience a slowdown. Similar to prior years, 2019/2020 car models will include more automotive semiconductor devices to provide higher degrees of safety, comfort and convenience, driver assist capabilities, in-cabin ente... » read more

DAC 2019: Day 2


Day two of DAC started off with a highly anticipated keynote given by Thomas Dolby, musician, producer and innovator. Dolby has always been fascinated with the convergence of music and technology. He started off with a fanfare by balancing a broom on his finger to demonstrate the type of control we have as human beings. He went on to expand the analogy to the hive mind of groups of individuals,... » read more

Q1 2019 Unit Drop Impacts Wafer Demand For 2019


The Semico Wafer Demand Model update for Q1 2019 now results in a 5.9% decline in wafer demand for 2019. Along with process technology and productivity, Semico’s Wafer Demand Model is highly dependent on semiconductor unit sales. In the Q1 2019, total semiconductor units dropped by 7.4% compared to Q4 2018 and 3.8% compared to Q1 2018. The drop in units is significant because of the broad spe... » read more

Small Critical Subsystems Suppliers Outperform In Downturns


Clouds continue to persist over the semiconductor supply chain with little sign of lifting. In March, the decline in week-over-year chip sales appeared to be slowing, providing a glimmer of hope for the beginning of a new cycle. However, the recent rapid escalation of the tariff war between the U.S. and China heaped more uncertainty on the industry and visibility continues to remain low. Rev... » read more

Slow And Cautious Start To 2019 For Memory Manufacturers


Both NAND and DRAM prices began dropping in the second half of 2018 after a couple years at record highs. Product oversupply and excess inventories are signaling a bleak outlook for the memory market in the first half of 2019. With these conditions in mind, SK Hynix and Samsung have slowed or put on hold their plans for capacity expansion in 2H18 and 2019. The chart below shows DRAM capacity... » read more

AI: Where’s The Money?


A one-time technology outcast, Artificial Intelligence (AI) has come a long way. Now there’s groundswell of interest and investments in products and technologies to deliver high performance visual recognition, matching or besting human skills. Equally, speech and audio recognition are becoming more common and we’re even starting to see more specialized applications such as finding optimized... » read more

Week In Review: Design, Low Power


Mirabilis Design debuted an AI-driven tool for performance analysis and architecture exploration of SoCs and embedded systems. VisualSim AI Processor Generator creates pipeline-accurate models that have port integration with standard buses and memories, which is used to compare different processor families, optimize the specification and identify system bottlenecks. The generated model supports... » read more

Week In Review: Design, Low Power


Arm announced a new processor targeted at autonomous driving applications. The Cortex-A76AE is a superscalar, out-of-order processor that incorporates Split-Lock safety technology. Split-Lock allows CPU clusters in an a SoC to be configured either in ‘split mode’ for high performance, allowing two (or four) independent CPUs in the cluster to be used for diverse tasks and applications, or ... » read more

The Perfect Risk


The development of semiconductors is an act of risk management. Very simply put, if you take on too much risk, it could lead to product failure or a missed market window, both of which can cost $M. For a company that only produces one or two products a year, that can spell total disaster. If you do not take on enough risk, you are probably not going to end up with a competitive product that ... » read more

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