tag: SEMI

Obama Delivers Unique State-of-the-Union Speech
By SEMI - 21 Jan, 2016 - Comments: 0

By Jamie Girard On Jan. 12, President Obama delivered his eighth and final State of the Union Address to the nation. The speech is closely watch by many to signal the intent of the commander-in-chief for the coming year, but this time President Obama broke from tradition in focusing grander themes rather that specific programs. While it was decidedly a different approach to the normal laundr... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 15 Jan, 2016 - Comments: 0

Savioke is creating autonomous robot helpers for the services industry, including hotels. The company has raised $15 million in Series A financing from lead investor Intel Capital, along with EDBI, the corporate investment arm of the Singapore Economic Development Board, and Northern Light Venture Capital. Savioke will use the funding to expand sales, marketing and product developments for its ... » read more

Thinking Outside The Chip
By Ed Sperling - 14 Jan, 2016 - Comments: 0

Intel will begin adding 2.5D and 3D packaging into its processors, following the lead set by IBM and AMD in recognizing that new packaging approaches are essential for improving performance and lowering power. This shift won't derail the semiconductor industry's efforts to the reach future process nodes or continually shrink features, but it does add context for other factors that in... » read more

Equipment Sales Were Mixed Bag In 2015
By Ed Sperling - 11 Jan, 2016 - Comments: 0

Semiconductor equipment billings were up in Q3 of 2015, the most recent statistics available from SEMI, compared with Q3 of 2014. The strongest growth was reported in China, which grew 63%, and Taiwan, which was up 22%. Billings in North America were down 23%, while in Korea they were down 22%. Europe was down 36%. Japan was up 2%, which is consistent with the growth seen in recent EDA C... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 08 Jan, 2016 - Comments: 0

2016 is starting off on the wrong foot. Samsung disclosed its preliminary results for the forth quarter. Samsung expects a difficult business environment in 2016, according to reports. Plus, Apple is seeing lower than expected demand. “We are lowering our March quarter iPhone units to 45M units (prior 54M) to reflect incremental softness and recent production cuts. Our sense is that iPhones a... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 24 Dec, 2015 - Comments: 0

South Korea’s SK Hynix led the initial charge in the development of High Bandwidth Memory (HBM), a 3D DRAM technology based on a memory stack and through-silicon vias (TSVs). SK Hynix has been shipping HBM parts in the market. Now, SK Hynix and Samsung are readying the next version of the technology, dubbed High Bandwidth Memory 2 or HMB2, according to a report from The Electronic Times of So... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 18 Dec, 2015 - Comments: 1

Samsung plans to make a major entry into the drone market, according to reports. “Samsung is not alone in focusing on the drone market,” said Will Strauss, president of Forward Concepts, in a research note. “At CES next month in Las Vegas, one can expect new products from drone market leader DJI, but dozens of new drone models from Parrot and many other companies. Even GoPro chip maker A... » read more

Fab Tool Biz Looks Cloudy
By Mark LaPedus - 17 Dec, 2015 - Comments: 1

Amid a slowdown in the foundry and DRAM sectors, the outlook for the semiconductor equipment industry looks somewhat cloudy, if not challenging, in 2016. In fact, for equipment vendors, 2016 could resemble the lackluster year in 2015. In 2015, for example, capital spending in the foundry sector fell during the year, although NAND flash began to pick up steam. In 2015, though, the big stor... » read more

Rise Of The Old Fab
By Ed Sperling - 17 Dec, 2015 - Comments: 0

Growth in the [getkc id="260" comment="Internet of Everything"], along with the beginning of a shift toward systems in package, are creating buzz in a rather unlikely place—established and well-worn process nodes where equipment is scarce, semi-functional, and difficult to maintain. In the past, moving to the next node was a sign of progress, leaving behind the trailing edge of designs to ... » read more

Case Study: A CEO’s Journey And Learning In M&A
By Jonathan Davis - 17 Dec, 2015 - Comments: 0

Executives at this year’s SEMI International Technology Partners Conference (ITPC) assessed a number of forces currently shaping the semiconductor industry, including such topics as Internet of Things (IoT) investment, mounting technology complexity, the ascent of China, and pervasive industry consolidation. Participants particularly valued ITPC as a thought-leadership platform for sharing st... » read more

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