The Week In Review: Manufacturing


Intel is quietly delaying its process ramp at the 10nm node, according to multiple sources. In an e-mail, a spokesman for Intel said: “We have not disclosed a schedule for our 10nm process and we won't engage in speculation about it.” In March, though, Intel was supposed to make fab tool buys for high-volume manufacturing at 10nm, sources said. But now, those purchases won’t happen... » read more

The Week In Review: Manufacturing


Suppliers in the automotive semiconductor market experienced exceptional growth in 2014, according to IHS. Based on final analysis of the 2014 results, Renesas maintained its leadership position as the number one supplier in 2014, according to the rankings. “For 2015, IHS expects to see a shift among the leading suppliers in this category, given the recent merger of Freescale and NXP, two lar... » read more

The Week In Review: Manufacturing


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 work for Altera. Now, Altera will soon select a foundry partner for 10nm. “Altera will make a decision on which foundry partner it will choose for 10nm finFET at the end of 1Q15, noting it will decide between Intel and TSMC,” said John Vin... » read more

“Make in India”


By Bettina Weiss In recent weeks, I have been talking to SEMI members and other stakeholders about India. Some consider any semiconductor industry development in the country a dream. Others are looking more closely at current indicators of something real and tangible, trying to determine whether to get involved. The electronics sector in India will have to satisfy a huge demand growth... » read more

The Week In Review: Manufacturing


Look out below! Intel has lowered its first-quarter revenue outlook. The company now expects first-quarter revenue to be $12.8 billion, plus or minus $300 million, compared to the previous expectation of $13.7 billion, plus or minus $500 million. “Intel may be experiencing greater-than-expected seasonal declines in both notebooks and desktops,” said Doug Freedman, an analyst with RBC Capita... » read more

The Week In Review: Manufacturing


At the SPIE Advanced Lithography conference in San Jose, Calif., there were several takeaways. First, the battle for lithography share is heating up at Intel. “We believe Nikon still holds a decent position at Intel, but with ASML gaining some share at 10nm. Nikon could regain some share with its new platform at 7nm, in our view, but it is early to tell. We believe Nikon has improved its posi... » read more

The Week In Review: Manufacturing


First Solar announced that Apple has committed $848 million for clean energy from First Solar’s California Flats Solar Project in Monterey County, Calif. Apple will receive electricity from 130 megawatts (MW) AC of the solar project under a 25-year power purchase agreement (PPA), the largest agreement in the industry to provide clean energy to a commercial end user. Applied Materials repor... » read more

The Week In Review: Manufacturing


IBM continues to cut jobs, according to IEEE Spectrum and an IBM employee organization. Meanwhile, IBM and SUNY Polytechnic Institute announced that more than 220 engineers and scientists who lead IBM's advanced chip R&D efforts at SUNY Poly's Albany Nanotech campus will become part of IBM Research. While military applications continue to experience strong growth in RF gallium-nitride (GaN)... » read more

The Week In Review: Manufacturing


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

Blog Review: Jan. 28


Mentor Graphics' John Day points to the growing presence of automakers in Silicon Valley. The latest émigré is Ford, which is setting up a research and innovation center in Palo Alto, but the company is hardly alone. Electronics could well become the real differentiators in vehicles. ARM's Andrew Sloss points to an intriguing relationship between data and economic growth—not to mention m... » read more

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