A Different Foundry Model


As the pursuit to produce advanced semiconductors that keep up with the Moore’s Law treadmill becomes more and more challenging, many companies are seeking other ways to provide the next ‘must-have’ electronic products. In fact, many companies have realized that the need for doubling performance is no longer the main attribute necessary to deliver successful solutions for IoT, automotive,... » read more

ML, Edge Drive IP To Outperform Broader Chip Market


The market for third-party semiconductor IP is surging, spurred by the need for more specific capabilities across a wide variety of markets. While the IP industry is not immune to steep market declines in semiconductor industry, it does have more built-in resilience than other parts of the industry. Case in point: The top 15 semiconductor suppliers were hit with an 18% decline in 2019 first-... » read more

Scaling Battery Technology


Batteries are an essential ingredient for the growth of electronics from small devices used for IoT as well as large batteries for electric cars. Historically, battery energy density improves 5%-8% per year. While this is much slower than the historical improvements from Moore’s Law, it’s still the kind of growth that can result in leaps in efficiency, opening the door for a better experien... » read more

Recent Earthquakes Highlight Risk To Semiconductor Manufacturing Sites


On July 4, 2019, southern California experienced a 6.4 magnitude earthquake followed by a 7.1 earthquake the next day. Both earthquakes occurred near the town of Ridgecrest, but they were not related to the San Andreas fault, an 800-mile fault zone in California where two tectonic plates meet. The San Andreas fault is generally considered to be where “the big one” could occur in California,... » read more

Falling Chip Forecasts


It’s time to take a pulse of the semiconductor market amid the memory downturn and trade frictions with China. For some time, the DRAM and NAND markets have been hit hard with falling prices and oversupply. Then, the Trump administration last year slapped tariffs on Chinese goods. China retaliated. And the trade war rages on between the U.S. and China. More recently, the U.S. Department... » read more

Automotive Semiconductors Boost MCU, Analog Markets


Auto sales are expected to experience a slowdown in 2019, and even with the continued increase in electronics per vehicle, automotive semiconductor sales are also expected to experience a slowdown. Similar to prior years, 2019/2020 car models will include more automotive semiconductor devices to provide higher degrees of safety, comfort and convenience, driver assist capabilities, in-cabin ente... » read more

Impact Of U.S.-China Trade War


The trade war between the United States and China is escalating and it is here to stay. Last year, the Trump administration started the trade war with China for basically two reasons. First, China has a massive trade surplus with the U.S. Second, U.S. companies have been the subject of IP theft in China, which has largely gone unchecked, according to the Trump administration. Many disagre... » read more

Q1 2019 Unit Drop Impacts Wafer Demand For 2019


The Semico Wafer Demand Model update for Q1 2019 now results in a 5.9% decline in wafer demand for 2019. Along with process technology and productivity, Semico’s Wafer Demand Model is highly dependent on semiconductor unit sales. In the Q1 2019, total semiconductor units dropped by 7.4% compared to Q4 2018 and 3.8% compared to Q1 2018. The drop in units is significant because of the broad spe... » read more

Slow And Cautious Start To 2019 For Memory Manufacturers


Both NAND and DRAM prices began dropping in the second half of 2018 after a couple years at record highs. Product oversupply and excess inventories are signaling a bleak outlook for the memory market in the first half of 2019. With these conditions in mind, SK Hynix and Samsung have slowed or put on hold their plans for capacity expansion in 2H18 and 2019. The chart below shows DRAM capacity... » read more

Blog Review: Mar. 20


Cadence's Paul McLellan argues that rapid improvements in the performance of general-purpose computing led to a lack of innovation in domain-specific architectures, but as scaling slows, they're entering a new golden age. In a video, Mentor's Colin Walls takes a look at the use of floating point in an embedded application and some of the pitfalls associated with it. Synopsys' Taylor Armer... » read more

← Older posts