A Mid-Year End Market Recovery For Semiconductors


Although the semiconductor chip and capital equipment markets performed well in the first half of 2020, many of the electronic equipment end markets struggled globally. World electronic equipment sales declined almost 10% in 2Q’20 vs. 2Q’19 (chart 1). Better mid-year end market demand However, world business conditions are improving. The global purchasing managers index, a measure of broa... » read more

AI Drives A New Wave For Semiconductors


In Cadence's recent earnings call, Lip-Bu Tan, our CEO, talked about the five waves that are hitting us simultaneously. Here's what he said: First of all, I'm excited about this industry, because it's very unusual to have five major waves happening at the same time. You have the AI machine learning wave and you have 5G is starting to deploy and then you have the hyperscale guy, the really mas... » read more

Gradual Rebound Or Slight Dip


Uncertainty has gripped the silicon wafer market as the COVID-19 pandemic threatens to upend growth projections for 2020. Declines in both shipments and revenue plagued the silicon wafer market in 2019, a downturn that had given way to optimism for 2020 with rising expectations for normalizing inventory levels, memory market improvements, data center market growth and the 5G market takeoff. ... » read more

Week In Review: Design, Low Power


Tools & IP Synopsys debuted VIP and a UVM source code test suite for IP supporting Ethernet 800G. The VIP supports DesignWare 56G Ethernet, 112G Ethernet, and 112G USR/XSR PHYs for FinFET processes, which can be integrated for 800G implementations based on 8 lane x 100 Gb/s technology. The VIP can switch speed configurations dynamically at run time and includes a customizable set of frame ... » read more

Making Sense Of EDA And Digital Twins


There is a new buzzword in town, “digital twins.” I have been using it for a while now in the context of system-on-chip (SoC) verification as well as a little more broadly when it comes to security issues for data in general. There are some differences in emphasis across different vertical domains, based on when they are used during the life cycle, which use models are desired and what scop... » read more

Fab Equipment Poised For A Record 2021


Global fab equipment spending promises to crawl out of a gloomy 2019 and see a modest recovery this year before a sharp uptick drives record investments in 2021 in a vivid display of the decades-old cyclicality playing out in the semiconductor industry. Typically – and reliably – fab investments fall into negative territory after two years of growth, though a few periods have bucked that... » read more

Impact Of Coronavirus Could Threaten Global Electronics Growth


Data through December showed a steady recovery in the global electronic supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating accelerating growth in world manufacturing activity (Chart 2). But in late January the Coronavirus (COVID-19) began to make its negative impact f... » read more

Semiconductor Equipment Growth Resumes For 2020


The December Global Purchasing Managers Index was in zero growth territory (PMI = 50). However, the various country components varied significantly. With IHS Markit PMI data as a gauge of manufacturing activity, following are how some key electronics-producing countries and regions finished 2019. World Manufacturing Growth Flat to Start 2020 (Chart 1) To quote IHS Markit’s chief eco... » read more

Where Is The eFPGA Market And Ecosystem Headed?


In this article we’ll discuss the availability of eFPGA, the applications for eFPGA and the current and future market size for eFPGA. eFPGA vendors & offerings Embedded FPGA is a new development this decade. There are now multiple vendors offering eFPGA on a wide range of process nodes with multiple customers. eFPGA Vendors Menta has had eFPGA available for the longest: their offe... » read more

What Engineers Are Reading And Watching


By Brian Bailey And Ed Sperling An important indicator of where the chip industry is heading is what engineers are reading and what videos they are watching. While some subjects remain on top, such as the level of interest in the latest manufacturing technologies, other areas come and go. The stories with the biggest traffic numbers are almost identical to last year. Readers want to know wh... » read more

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