China’s Impact On The Semiconductor Market


China’s impact on the semiconductor market is unmistakable. The question so many industry watchers wonder: Is it the new center of the semiconductor universe? Some statistics may help determine the answer. China topped the list of five worldwide exporters in 2014, with the European Union coming in second. The U.S. finished third, followed by Germany and, in fifth place, Japan. (See Fig. 1... » read more

M2M Vs. IoE


For some time now, there has been discussion that the IoE is really nothing more than the M2M infrastructure with a new coat of paint. Are M2M and the [getkc id="260" comment="Internet of Everything"] really just different generations of the same family, or are they completely different? This is more than just a philosophical question. The answer affects everything from technology investmen... » read more

Network Challenges Ahead


The Internet of Everything will require a new breed of networks to handle data from billions of devices quickly and securely, but how exactly that will happen isn't completely clear. The terms "high performance" and "high security" are generally incompatible in the networking world because the security technology in use today bogs down network performance. To have a high level of security re... » read more

Predictions For 2016: Semiconductors, Manufacturing And Design


Seventeen companies sent in their predictions for this year with some of them sending predictions from several people. This is in addition to the CEO predictions that were recently published. That is a fine crop of views for the coming year, especially since they know that they will be held accountable for their views and this year, just like the last, they will have to answer for them. We beli... » read more

The Week In Review: Manufacturing


2016 is starting off on the wrong foot. Samsung disclosed its preliminary results for the forth quarter. Samsung expects a difficult business environment in 2016, according to reports. Plus, Apple is seeing lower than expected demand. “We are lowering our March quarter iPhone units to 45M units (prior 54M) to reflect incremental softness and recent production cuts. Our sense is that iPhones a... » read more

The Week In Review: Manufacturing


Samsung plans to make a major entry into the drone market, according to reports. “Samsung is not alone in focusing on the drone market,” said Will Strauss, president of Forward Concepts, in a research note. “At CES next month in Las Vegas, one can expect new products from drone market leader DJI, but dozens of new drone models from Parrot and many other companies. Even GoPro chip maker A... » read more

The Week In Review: Manufacturing


For years, China has been trying to get a domestic IC equipment industry off the ground, but it has experienced modest success in the arena. Now, China may take a new strategy—acquire fab tool makers. In what could be a sign of things to come, China’s Beijing E-Town Dragon Semiconductor Industry Investment Center has entered into a definitive agreement to acquire U.S.-based fab tool vendor ... » read more

Consolidation’s Aftermath


The recent spate of industry consolidation continues to have repercussions across the semiconductor industry. Some of those effects will subside once the deals are either approved or nixed by regulatory agencies. Others will raise questions for months or years to come. Consolidation is not a new trend in the semiconductor industry, but the pace and size of the acquisitions in the past year a... » read more

Packaging Wars Ahead


There has been much talk about semiconductor industry consolidation, but the shift into advanced packaging could have more far-reaching effects than all the mega-deals so far. Packaging is big business. Yole Développement has pinned the market at $30 billion, but that's only a thin slice of the pie that's in play. Companies that win the packaging deals also have a good shot of winning the m... » read more

ReRAM Gains Steam


Resistive RAM appears to be gaining traction. Once considered a universal memory candidate—a replacement for DRAM, flash and SRAM—ReRAM is carving out a niche between DRAM and storage-class memory. Now the question is how large that niche ultimately becomes and whether other competing technologies rush into that space. [getkc id="94" kc_name="ReRAM"] (known alternately as RRAM), is a typ... » read more

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