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

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

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