SoC + AI = SiPx

The market for third-party semiconductor intellectual property (SIP) continues to exhibit growth well beyond the (CAGR) Compound Annual Growth Rate for the semiconductor industry. Semico just completed an in-depth analysis and breakdown of the SIP market in a report called Licensing, Royalty and Service Revenues For 3rd Party SIP (SC105-18). The 2017 to 2022 CAGR is projected to be 10.9%, about... » read more

Memory Market: Will History Repeat Itself?

While updating the Semico Fab Database and capital investment projections for 2018, China's investment in memory capacity sparked a lot of discussion at our weekly Semico roundtable. Will China's investment in memory production capacity be successful, or will it just ruin the party for all memory players? Here are some of the highlights of our discussion. Additional data and insights are includ... » read more

Getting Serious About Chiplets

Demand for increasingly complex computation, more features, lower power, and shorter lifecycles are prompting chipmakers to examine how standardized hard IP can be used to quickly assemble systems for specific applications. The idea of using chiplets, with or without a package, has been circulating for at least a half-dozen years, and they can trace their origin back to IBM's packaging schem... » read more

Foundry Challenges in 2018

The silicon foundry business is expected to see steady growth in 2018, but that growth will come with several challenges. On the leading edge, GlobalFoundries, Intel, Samsung and TSMC are migrating from the 16nm/14nm to the 10nm/7nm logic nodes. Intel already has encountered some difficulties, as the chip giant recently pushed out the volume ramp of its new 10nm process from the second half ... » read more

Blog Review: Nov. 22

ARM's Jem Davies talks about an upcoming documentary on AI and where the lines need to be drawn between machine intelligence and human emotional intelligence. Mentor's Saunder Peng examines the impact of merging physical verification databases, which can cost time and resources, and how that can be streamlined. Cadence's Paul McClellan takes a look back at the Xerox Alto and how it change... » read more

Semiconductor Wafer Demand: Growing Pains

Semico Research is forecasting total semiconductor unit growth to exceed 13% this year, the first double-digit growth year since 2010. The exceptional unit growth is what the industry hopes for, but it does come with some growing pains. MOS logic, optoelectronics, MEMS and sensors, and even analog and discrete products are experiencing more than 10% unit growth in 2017. The challenge is that... » read more

Variation Spreads At 10/7nm

Variation between different manufacturing equipment is becoming increasingly troublesome as chipmakers push to 10/7nm and beyond. Process variation is a well-known phenomenon at advanced nodes. But some of that is actually due to variations in equipment—sometimes the exact same model from the same vendor. Normally this would fall well below the radar of the semiconductor industry. But as t... » read more

Evolution Of The MCU

Microcontrollers are taking on a variety of new and much more complex computing tasks, evolving from standalone chips to more highly integrated devices that can rival complex microprocessors. Microcontroller units (MCUs) are being designed into everything from assisted and autonomous driving to smart cards. They often are the central processing elements for a slew of connected devices that i... » read more

MCU Sales Up in 2017 And 2018

Microcontroller (MCU) sales are expected to grow over 9% this year while units increase over 16%. IoT and automotive are the major reason for the growth in general MCUs; however, the product group has been transitioning into several distinct segments that are being buried within the data of the broad MCU market. Over the past five years total MCU revenues have essentially remained flat; however... » read more

Radar Versus LiDAR

Demand is picking up for vision, radar and LiDAR sensors that enable assisted and autonomous driving capabilities in cars, but carmakers are now pushing for some new and demanding requirements from suppliers. The automotive market always has been tough on suppliers. OEMs want smaller, faster and cheaper devices at the same or improved safety levels for both advanced driver-assistance systems... » read more

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