tag: SEMI

Tightening the Purse Strings
By Christian Dieseldorff - 24 Jan, 2013 - Comments: 0

By Christian Gregor Dieseldorff When forecasting fab spending, capacity ramps, and related technology node transitions, analysts must not only examine the semiconductor industry, but also track and consider economic factors such as GDP, political events, oil prices, unemployment rates, and consumer sentiments. The latest SEMI World Fab Forecast report, published at the end of November 2012, re... » read more

2012 Year-End Consensus Forecast
By Lara Chamness - 12 Dec, 2012 - Comments: 0

By Lara Chamness While the first half of the year started out with strong booking and billing activity, continued economic uncertainty has led many device manufacturers to cut back on their equipment investments during the second half of this year. The recently published SEMI Year-End Consensus Forecast predicts that the new equipment market will contract 12.2 percent for this year (to $38.2 b... » read more

New Materials And Collaboration
By Tom Morrow - 15 Nov, 2012 - Comments: 0

By Tom Morrow John Smythe, advanced technology lead for Micron’s Advanced Materials Technology Group, kicked off the 2012 Strategic Materials Conference (SMC) on Oct. 23, with a comprehensive overview of the materials challenges to continued scaling in memory, including a status update on several novel and emerging materials sets that may have potential at sub-20nm. How the industry w... » read more

Materials Market To Top $50 Billion In 2013
By Lara Chamness - 20 Sep, 2012 - Comments: 0

By Lara Chamness Given current macroeconomic headwinds, this year is proving to be challenging to forecast. Most analysts recently downgraded their semiconductor revenue forecasts to flat or low-single digits, down from the more optimistic forecasts of 4% to 6% growth presented earlier in the year. SEMI believes that the semiconductor materials will trend with the device market. As such, th... » read more

2011: A Look Back at the Semiconductor Equipment and Materials Market and Outlook
By Lara Chamness - 08 Sep, 2012 - Comments: 0

by Lara Chamness, senior market analyst, SEMI Semiconductor Market Trends 2011 was a record year for the semiconductor industry in many regards. First and foremost, semiconductor revenues approached the long elusive $300 billion mark. Secondly, semiconductor materials passed the record high set in 2010 to reach $47.9 billion. And finally, semiconductor equipment sales grew 9 percent, off ... » read more

Front-End Fab Equipment Spending To Grow 17% In 2013
By Christian Dieseldorff - 07 Sep, 2012 - Comments: 0

By Christian Gregor Dieseldorff SEMI just released an update to its World Fab Forecast database, which indicates that total fab spending for equipment needed to ramp fabs, upgrade technology nodes, and expand or change wafer size could increase 16.7 percent in 2013 to reach a new record high of $42.7 billion. The estimate includes new equipment, used equipment, or in-house equipment but exclu... » read more

2012 IP Challenges For The Semiconductor Industry
By Various Writers - 16 Aug, 2012 - Comments: 0

A company’s intellectual property (IP) is fundamental to its ability to innovate, develop new technologies and methods, and move forward in a competitive industry. SEMI is acutely aware that what distinguishes its key industries from many others is the relatively high percent of revenue that is reinvested into R&D. On average, semiconductor equipment and materials companies invest 10-... » read more

Breaking the Barrier Again: Fab Equipment Spending Up in 2012; in 2013 to Reach an All-Time Record High
By Christian Dieseldorff - 11 Jun, 2012 - Comments: 0

Strong Improvement also Seen in Fab Construction By Christian Gregor Dieseldorff, SEMI Industry Research & Statistics (June 1, 2012) Breaking the barrier into positive growth for 2012, the end-of-May edition of the World Fab Forecast shows improved growth in fab equipment spending this year — at US$ 39.5 billion, a two percent year-over-year (YoY) increase.  For 2013, fab equipment... » read more

ASMC: TSVs Needed as Scaling Challenges Mount
By Ed Sperling - 29 May, 2012 - Comments: 0

By David Lammers With the industry facing challenges in the introduction of EUV lithography and high costs for double patterning, TSV introductions have taken on heightened importance, participants said at the SEMI Advanced Semiconductor Manufacturing Conference (ASMC), held in Saratoga Springs, N.Y. in mid-May. Risto Puhakka, president of market research firm VLSI Research Inc., said the g... » read more

The 28nm Foundry Crunch
By Ed Sperling - 29 May, 2012 - Comments: 0

By Mark LaPedus Faced with huge and unforeseen demand at the 28nm node, leading-edge foundries are scrambling to play catch-up and are boosting their fab capacities at a staggering pace. But analysts warn that 28nm foundry capacity will be tight throughout 2012, and perhaps into 2013, putting some chipmakers in a pinch. Many blame the 28nm foundry capacity shortfall on a combination of t... » read more

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