tag: SanDisk

The Week In Review: Manufacturing
By Mark LaPedus - 17 Apr, 2015 - Comments: 0

It could be a long year for the equipment industry. First, Intel reduced its 2015 capital expenditure budget to $8.7 billion, plus or minus $500 million. This is down from the previous mid-point guidance of $10.1 billion. As a result of Intel’s announcement, Pacific Crest Securities cut its worldwide 2015 semiconductor CapEx forecast. The new CapEx forecast is now $62.5 billion in 2015. Th... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 27 Mar, 2015 - Comments: 0

Intel is in talks to buy Altera, according to The Wall Street Journal. If a deal is reached, Intel would enter the FPGA market amid a slowdown in its core processors business. Intel would also secure its largest foundry customer in Altera. For years, Altera’s sole foundry was TSMC. Then, not long ago, Altera selected Intel as its foundry partner for 14nm. TSMC still handles 20nm and above wor... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 30 Jan, 2015 - Comments: 0

This week, IBM began to cut jobs amid lackluster results. Big Blue is also in the process of selling its chip unit to GlobalFoundries. GlobalFoundries said the jobs are safe at IBM Micro, at least for now, according to a report the Press and Sun-Bulletin. What’s the latest with Applied Materials’ proposed acquisition with Tokyo Electron Ltd. (TEL)? “Germany, Israel and Singapore approv... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 21 Nov, 2014 - Comments: 0

A majority of Americans cannot endure more than two hours without checking their electronic devices, according to new data released in the Crucial.com Tech-Life Balance Survey. One in four Americans becomes stressed by going longer than 30 minutes without checking their email or phone due to a fear of missing out. Additionally, one in five would sooner go to dinner with an ex significant other ... » read more

Changing The IP Supplier Paradigm
By Brian Bailey - 17 Sep, 2014 - Comments: 0

Semiconductor Engineering sat down with Rich Wawrzyniak, senior market analyst for ASIC and SoC at Semico Research; John Koeter, vice president of marketing for the Solutions Group at [getentity id="22035" e_name="Synopsys"]; Mike Gianfagna, vice president of marketing for [getentity id="22242" e_name="eSilicon"]; Peter McGuinness, director of technology marketing at [getentity id="22709" e_nam... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 12 Sep, 2014 - Comments: 0

Front-end fab equipment spending is projected to increase by 20% in 2015 to $42 billion, according to SEMI. In 2015, equipment spending could mark a historical record high, surpassing the previous peak years of 2007 ($39 billion) and 2011 ($40 billion). In 2014, the report predicts growth of approximately 21% for front-end fab equipment spending, for total spending of $34.9 billion. SEMI rep... » read more

Changing The IP Supplier Paradigm: Part 2
By Brian Bailey - 26 Aug, 2014 - Comments: 2

Semiconductor Engineering sat down with Rich Wawrzyniak, senior market analyst for ASIC and SoC at Semico Research; John Koeter, vice president of marketing for the Solutions Group at [getentity id="22035" e_name="Synopsys"]; Mike Gianfagna, vice president of marketing for [getentity id="22242" e_name="eSilicon"]; Peter McGuinness, director of technology marketing at [getentity id="22709" e_nam... » read more

Changing The IP Supplier Paradigm
By Brian Bailey - 07 Aug, 2014 - Comments: 1

Just a few years ago, the [getkc id="43" comment="Intellectual Property"] (IP) business consisted of small blocks being sold by small companies and an almost over the wall delivery mechanism. The industry quickly realized the problems with this supply chain and the IP business went through very rapid change. At the same time, the average size of the IP blocks has increased and today, what we th... » read more

Changes In NAND Flash Market
By Kenji Tsuda - 28 Jul, 2014 - Comments: 0

Things are changing quickly in the NAND flash market. Newcomers are challenging long-time market leaders and shifting the lineup in this market. A survey of NAND flash vendors, conducted by DRAMeXchange, a Singapore market research firm, shows that in Q1 of this year Samsung was firmly in first place with $2.175 billion in revenues, followed by Toshiba with $1.548 billion and SanDisk with $1... » read more

Has 3D NAND Fallen Flat?
By Mark LaPedus - 17 Jul, 2014 - Comments: 0

Today’s planar NAND technology will hit the wall at 10nm, prompting the need for the next big thing in flash memory—3D NAND. In fact, 3D NAND may extend NAND flash memory for the next several years and enable new applications. And it will also drive a new wave of fabs and tool orders. But the transition won’t be as smooth as previous rollouts. 3D NAND is harder to manufacture than pr... » read more

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