200mm Cools Off, But Not For Long


After years of acute shortages, 200mm fab capacity is finally loosening up, but the supply/demand picture could soon change with several challenges on the horizon. 200mm fabs are older facilities with more mature processes, although they still churn out a multitude of today’s critical chips, such as analog, MEMS, RF and others. From 2016 to 2018, booming demand for these and other chips ca... » read more

Electronics Industry Business Cycles Look Promising


Although total electronics industry manufacturing activity is still far from expanding (3/12 is below 1.0), key global electronic industry monthly time series appear to have reached their 3/12 bottoms and now have begun to improve (Chart 1). Currently shipments are still shrinking, but at slowing rates. However real growth will only occur when these 3/12s exceed 1.0. Growth rates vary b... » read more

Blog Review: July 17


Mentor's John McMillan takes a look at the three general classes that have been established by IPC-2221B to reflect progressive increases in sophistication, functional performance requirements, and testing/inspection frequency for PCBs. Synopsys' Dinesh Siwal and Thenmozhy Kaliyamurthy point out the new features and improvements in DisplayPort 2.0, including greater speeds, better power effi... » read more

Week In Review: Manufacturing, Test


Semi takeover targets Semiconductor M&A activity is heating up again. So who is next? “Within our coverage universe, we believe AMBA (Ambarella) and SLAB (Silicon Labs) represent the most likely targets moving forward,” according to KeyBanc in a research note. KeyBanc also listed some other “M&A Combinations That Could Make Sense.” Some of these combos make sense, while othe... » read more

EDA, IP Grow 16.3%


EDA and IP revenue rebounded in Q1, with all geographies reporting increases, according to the ESD Alliance Market Statistics Service. Total revenue increased to 16.3% to $2.606 billion, up from $2.241 billion in the same period in 2018. The global numbers do not reflect the impact of a trade war between the United States and China, which occurred in Q2, but they do point to a significant re... » read more

Week In Review: Manufacturing, Test


Fab tools and materials Applied Materials has signed a definitive agreement to acquire Kokusai Electric for $2.2 billion in cash from investment firm KKR. With the acquisition of Kokusai’s semiconductor equipment unit, Applied expands its customer base and gains a foothold in the batch processing equipment business, where a tool can process wafers in parallel. Applied’s strength is in the ... » read more

Blog Review: July 3


Cadence's Paul McLellan digs into 5G with a two-part post explaining the basics of the technology, what makes it so different from 4G, and the challenges ahead including the limitations of mmWave. Synopsys' Vikramjeet Bamel and Pankaj Sharma note the features that make GDDR6 a dominant memory in the high performance segment and allowing it to expand beyond graphics to automotive, AI, and AR/... » read more

Week In Review: Manufacturing, Test


Market research What’s the CapEx outlook for 2020? Semiconductor capital spending is down in 2019, but the industry faces another slump in 2020, according to IC Insights. The firm sees a 15% decline in CapEx for 2019 with a 5% drop expected in 2020. New 300mm fab construction in Korea is still going strong despite the memory downturn, according to SEMI. “Korea’s fab construction spen... » read more

Blog Review: June 26


Arm's Krish Nathella and Dam Sunwoo dig into research to make a practical implementation of a temporal data prefetcher that overcomes the huge on- and off-chip storage and traffic overheads usually associated with them. Cadence's Paul McLellan notes that while concerns about uncover bias in computer vision algorithms usually focus on people, a team at Facebook found that object recognition t... » read more

Week In Review: Manufacturing, Test


Trade wars In recent testimony before a U.S. government panel considering tariffs on $300 billion worth of Chinese goods, SEMI called for the removal of about 30 tariff lines. These items are central to the semiconductor manufacturing process. “SEMI asserts that these tariffs will harm not only companies operating in the U.S., but other companies as well in the semiconductor supply chain... » read more

← Older posts