Merchant Photomask Makers Remain Relevant


By Jeff Chappell For many years the trend in the semiconductor industry with regard to photomasks and chipmakers was to shed captive mask operations in favor of merchant photomask suppliers. This reflected a larger trend all along the supply chain with many companies moving away from vertical integration as, consequently, the foundry model grew. "This was mainly driven by cost consideratio... » read more

Fab Equipment Spending To Rise


By Christian Gregor Dieseldorff Fab equipment spending will grow two percent year-over-year (US$ 32.5 billion) for 2013 and 23 to 27 percent in 2014 ($41 billion) according to the May edition of the SEMI World Fab Forecast. Fab construction spending, which can be a strong indicator for future equipment spending, is expected to grow 6.5 percent ($6.6 billion) in 2013, followed by a decline of 1... » read more

The Bumpy Road To 450mm


By Mark LaPedus After its formation nearly 20 months ago, a 450mm consortium has reached its latest milestone by recently completing a cleanroom and installing the first 450mm demonstration tools in the facility. The so-called Global 450 Consortium (G450C) also has set a goal to bring 450mm fabs into high-volume manufacturing at the 10nm or 7nm nodes by 2018. That gives the industry a littl... » read more

Photomask Market Update


By Lara Chamness The worldwide semiconductor photomask market was $3.2 billion in 2012 and is forecast to reach $3.5 billion in 2014. After reaching a market peak in 2011, the photomask market contracted 4 % in 2012. The mask market is expected to grow 3 % and another 3% sequentially over the next two years. Key drivers in this market continue to be advanced technology feature sizes (less than... » read more

Upbeat Prediction


By Clark Tseng The semiconductor industry started out quite strong in 2012 but declined rapidly in the second half of the year, resulting in a slight year-over-year decline of 2.7% in worldwide semiconductor sales. On the other hand, worldwide capital equipment market recorded a decline of 15% from $43.5 billion in 2011 to $36.9 billion in 2012 according to the SEMI WWSEMS report. While indust... » read more

The Learning Imperative


By Tom Morrow An often under-appreciated component of Moore’s Law has been the massive learning and education effort required to sustain continuous improvement at the incredible rate predicted by Gordon Moore nearly 50 years ago. The industry regularly calculates the contribution of lithography-based scaling, wafer size increases, and yield improvements necessary to keep pace with aggressive... » read more

SEMICON West: Accelerating R&D


By Karen Savala Earlier this month, SEMI announced the addition of the Silicon Innovation Forum (SIF) to SEMICON West to help accelerate the innovation pipeline for advanced semiconductor technology. This exciting program was developed in collaboration with leading strategic investment groups in our industry, including Applied Ventures, Dow Chemical Company, Intel Capital, Micron Ventures, TE... » read more

The Week In Review: Feb. 25


By Mark LaPedus Is China set to bail out a U.S. government technology darling? Two Chinese automotive companies, Geely and Dongfeng Motor, are reported to have bid between $200 million and $350 million for a majority stake in Fisker, the maker of plug-in hybrid cars. If that happens Fisker—which has $192 million in U.S. federal government loan guarantees—could be headed to China, according... » read more

Foundry Arms Race Under Way


By Mark LaPedus A year ago, chipmakers were reeling from a severe shortage of 28nm foundry capacity, prompting foundries to ramp up their fabs at a staggering pace. At the time, foundries were unable to keep up with huge and unforeseen demand for mobile chips. The shortfall was also caused by low yields and the overall lack of installed 28nm capacity. Today, the 28nm crunch is largely ov... » read more

Taiwan: Aggressive Investments In Equipment For 2013-2014


By Christian Gregor Dieseldorff Semiconductor equipment spending in 2012 declined significantly in the second half of the year as sluggish conditions in the global economy dampened some investments in the industry. Counter to this trend was spending in the Taiwan, which could come in at the $9.3 billion to $9.5 billion range. This represents $800 million more in equipment for Taiwan compared t... » read more

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