Latest IC Outlook: More Uncertainty

By Mark LaPedus - 26 May, 2020 - Comments: 0

So far in 2020, it’s been a difficult period in the semiconductor industry amid the Covid-19 pandemic outbreak and other issues. And heading into the second half of 2020, the industry faces more challenges, if not uncertainty, in the market. Many segments in the semiconductor industry face some headwinds, but there might be some positive news in the equipment business. To be sure,... » read more

Key Drivers In New Chip Industry Outlook

By Ed Sperling - 04 May, 2020 - Comments: 0

How well the semiconductor industry fares over the next 12 to 24 months depends upon the evolution of a virus. That alone will determine the correct model for an economic rebound — V, U, extended U, or maybe even a double U. But what's also becoming clear is those models don't apply uniformly to all sectors or sub-sectors of the semiconductor industry. Looked at as a whole, the entire indu... » read more

Week In Review: Manufacturing, Test

By Mark LaPedus - 01 May, 2020 - Comments: 0

Fab tools The U.S. Department of Commerce has announced new export control actions to prevent China, Russia, and Venezuela from obtaining U.S. technology for military purposes. This expands the “Military End Use/User Controls (MEU)” license requirement controls on China, Russia, and Venezuela, covering military end-users, as well as semiconductor equipment, sensors and other technologies. ... » read more

Week In Review: Manufacturing, Test

By Mark LaPedus - 17 Apr, 2020 - Comments: 0

Chipmakers TSMC posted mixed results for the quarter, although there was a capital spending surprise. “It maintained its 2020 capex at $15B-$16B despite smartphone softness, primarily to support a strong 5nm ramp, led by demand from 5G and HPC customers,” said Weston Twigg, an analyst at KeyBanc, in a research note. “Despite lowering its industry outlook, TSMC still expects to grow its o... » read more

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Latest IC Outlook: More Uncertainty

Key Drivers In New Chip Industry Outlook

Week In Review: Manufacturing, Test

Week In Review: Manufacturing, Test

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