tag: Samsung

Capex Growing To A Record High In 2015
By Adrienne Downey - 18 Jun, 2015 - Comments: 0

Semiconductor companies are spending more than ever to stay competitive. In 2015, the total amount spent for capital expenditures is forecast to be $68.7 billion, up 9% from 2014’s $63.3 billion. This breaks the previous record set in 2011 at $63.8 billion, as shown in the following graph. Total Semiconductor Capital Expenditures, 2009-2015 Source: Semico Research Corp. The Top 15 A... » read more

The Future Is Flexible
By Max McDaniel - 18 Jun, 2015 - Comments: 0

For the next installment in my display survey series, I will focus on advanced display technologies coming down the pipeline and how materials engineering solutions will enable tomorrow’s TVs and mobile devices to be flexible, bendable and foldable. [caption id="attachment_20529" align="alignnone" width="438"] Source: Samsung[/caption] I touched on this topic at the recent SID Display W... » read more

Consolidation And Innovation
By Ed Sperling - 16 Jun, 2015 - Comments: 0

Consolidation is happening across the semiconductor industry, in ways that are very apparent and others that aren't so obvious. On the chipmaker side, NXP's acquisition of Freescale, Avago's acquisition of Broadcom and LSI, and Intel's acquisition of Altera are so big that they require approval by multiple governments. Less obvious are moves such as Apple's build out of its processor team, a... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 12 Jun, 2015 - Comments: 0

Christopher Rolland, an analyst at FBR, made a startling statement in a recent report. “At the pace of consolidation set thus far this year, 32% of all U.S. publicly traded semiconductor companies would be acquired in 2015! While this run-rate is not likely sustainable and should slow as the year progresses, we still expect ~15% consolidation rates for the remainder of this cycle (above low-t... » read more

Semiconductor R&D Crisis?
By Mark LaPedus - 11 Jun, 2015 - Comments: 3

Research and development is a sometimes forgotten but critical element in the semiconductor industry. The delicate R&D ecosystem enables many of the key breakthroughs in the business. But there could be a troubling trend, if not a crisis, brewing on two fronts in the R&D arena. On one front, R&D costs for semiconductor technologies are escalating at each node. Higher R&D costs are not only ... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 05 Jun, 2015 - Comments: 1

In what was called a defensive measure by some, Intel has announced a definitive agreement to acquire Altera for $54 per share in an all-cash transaction valued at approximately $16.7 billion. Here’s what one analyst said about the deal. “We continue to believe Intel’s pursuit of Altera–at a significant premium–was based on a defensive position, rather than the purely accretive str... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 29 May, 2015 - Comments: 0

Merger and acquisition activity continues to heat up across the semiconductor industry. On one front, Avago Technologies continues on its acquisition spree. And on another front, NXP Semiconductors is moving to spin off its RF power business. And there are other deals in the works as well, including Intel’s proposed move to buy Altera. Weston Twigg, an analyst with Pacific Crest Securities... » read more

What’s Different At 16/14nm?
By Ed Sperling - 28 May, 2015 - Comments: 0

Will finFETs live up to their promise? It depends on whom you ask, when you ask that question, and the intended application of a design. But across the semiconductor industry, there is general agreement that it's getting easier to work at the most advanced nodes as tools and flows are better understood and overall experience increases. There is no question that [getkc id="185" kc_name="finFE... » read more

The Bumpy Road To 10nm FinFETs
By Mark LaPedus - 21 May, 2015 - Comments: 0

Foundry vendors are currently ramping up their 16nm/14nm [getkc id="185" kc_name="finFET"] processes in the market. Vendors are battling each other for business in the arena, although the migration from planar to finFETs is expected to be a slow and expensive process. Still, despite the challenges at 16nm/14nm, vendors are gearing up for the next battle in the foundry business—the 10nm nod... » read more

How Hard Is FD-SOI Design?
By Ann Mutschler - 21 May, 2015 - Comments: 0

Fully-depleted silicon-on-insulator ([getkc id="220" kc_name="FD-SOI"]) manufacturing technology reached of point of readiness for mass production at the end of March. Along with that, it’s now clear that while there are some impacts on the design flow, those impacts are not game changers. For one thing, the tools required are the same ones currently used for 28nm planar bulk CMOS. The onl... » read more

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