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

Mathematic Model Helps Predict Markets That Will Drive Semiconductor Growth


Which markets will drive semiconductor growth in the coming years and for how long are key questions that Wally Rhines, CEO of Mentor, a Siemens Business, strove to answer in a thought-provoking Mentor User2User Conference keynote here in Santa Clara, CA. To a packed auditorium Rhines described how a tried-and-true mathematical method can be applied to more accurately forecast growth and longev... » read more

2017 Off To A Good Start, January Up 10.6% Year Over Year


January 2017 semiconductor sales exceeded $29 billion, representing a 10.6% increase over January 2016 and a decline of 10% from December 2016. The average weekly industry ship rate for January was $7.3 billion. Extending this ship rate for the year would produce an annual revenue of $380 billion or 10% growth. Semico is forecasting a couple of slow months and some price degradation on a few ke... » read more

Watch Out For 200mm Fabs: Fab Outlook To 2020


One year after the debut of the industry’s first 200mm Fab Outlook report, SEMI has just issued an October 2016 update with the improved and expanded report forecasting 200mm fab trends out to 2020. This extensive report features trends from 2009 to 2020, showing how 200mm fab activities and capacity change worldwide.  Industry spending for construction and equipment is detailed and analy... » read more

IP Market: CPU Still The Largest But Security Leads In Growth


The 3rd Party Semiconductor Intellectual Property (SIP) market has seen great innovation in the products it offers to System-on-a-Chip (SoC) designers over the last ten years. If any market segment in the semiconductor industry typifies the intense evolutionary pressures that the entire electronics market has undergone, it is the 3rd Party SIP market. Most of these evolutionary forces are dr... » read more

From Uncertainty To New Markets


The 11th annual SEMI/Gartner Market Symposium at SEMICON West 2016 presented diverse perspectives on trends and developments in the macroeconomic environment as well as the semiconductor manufacturing supply chain. The themes have significant and immediate impact on the industry and include economic uncertainty, Brexit, China’s ambitious plans for an indigenous chip industry, and evolving end... » read more

Foundry Capacity Investment Led By Taiwan And China


The era of every company building a captive fab for next-generation products is ancient history, as foundries throughout the world provide leading-edge technology and flexible capacity in a timely and cost-effective manner. In today’s mobile-driven ecosystem, faster product development cycles and time-to-market have become the norm for the industry. Now, this trend is even spreading to the co... » read more

Why IP Subsystems And Why Now?


At the recently concluded DAC 2016 conference in Austin, Texas, I had the opportunity to participate in a tutorial on IP Subsystems on Wednesday the 8th. Also participating were Marco Brambilla, Director of Engineering at Synapse Design and Drew Wingard, CTO at Sonics. The reality today is that device complexity in many applications has risen to levels that require increasing amounts of disc... » read more

DAC Day One: EDA Through Different Glasses


DAC is back in Austin after being away for three years. The weather improved for our arrival after the bad thunderstorms of the past couple of weeks. The sun came out and started to heat everything up. With water still pooling around the place, it was somewhat humorous to see a bus pass with the slogan "Think about Austin without water." DAC starts, as it always has in my memory, with a pres... » read more

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