2014 CapEx: Memory Is Leading The Way


The semiconductor industry is expensive. Billions of dollars are spent every year to keep the fabs running, build new fabs, and push the process technology to greater and greater heights. Billions more will be spent to make 450mm production a reality. In January 2013, Semico predicted that, based on initial indications from some companies, total CapEx would be flat this year. Based on current d... » read more

What Just Happened?


Boy that went by fast. One minute, I’m waking up a little groggy on New Year’s Day, wondering whether the silicon industry is ever going to rebound. The next minute, it’s today and the industry had a good year, and is, in many ways, a completely different animal than it was 12 months ago. Innovation is evolutionary, sure. But if you really think about 2013, you can make an argument tha... » read more

Blog Review: Nov. 27


Synopsys’ Brent Gregory is looking at real-world experiments to figure out which EDA software is better. Make sure to check out his stats. Cadence’s Brian Fuller interviews two Samsung engineers in a video about the image technology in smart phone cameras and just how far it’s progressed. Hint: Don’t forget to charge your phone on your next vacation. Mentor’s Colin Walls points ... » read more

Blog Review: Nov. 20


Can you really heat your home office with just four candles? It all depends on where you put those candles, as Mentor’s Robin Bornoff shows in part one of this series. And make sure you check out the video, particularly if you’ve had a tough day. Synopsys’ Karen Bartleson interviews ST’s Oleg Logvinov on camera about the IoT, which may be the biggest change since the Industrial Revol... » read more

IP Ecosystem Solutions For Complex Systems


At the Semico Impact Conference: Focus on the IP Ecosystem, Mahesh Tirupattur, Executive Vice President, Analog Bits, challenged four panelists to an engaging discussion on their approach to IP Ecosystem Solutions for Complex Systems. Panel participants included Dan Kochpatcharin, Deputy Director, IP Portfolio Management, TSMC; Jason Polychronopoulos, Mentor Graphics; Chris Rowen, Cadence Fello... » read more

Atoms, ARMs, ARCs, Andes…And All The Rest


There was a time when nobody believed Intel processors would be replaced with any other device. Intel commanded the processor market. Rich Wawrzyniak, senior analyst for ASIC SoC at Semico Research, noted this was not always the case. In the early days of the PC there were many contenders and most people thought that Motorola would win because they had more money behind them. Ultimately, Intel ... » read more

Blog Review: Oct. 23


It was a good week for good questions. Cadence’s Brian Fuller asks what applications dream about—or rather what’s their potential. In the context of technology development, that’s worth pondering. Mentor’s Mike Jensen asks what will you be remembered for. There are a couple other important addendums to that, such as how long you will be remembered. And perhaps even more important, ... » read more

New World Applications And The Role of IP


Electronic devices have evolved from cyclical killer applications to everyday ‘must-have’ tools. Smartphones and tablets are a couple of these ‘must-have’ devices and are already making possible new world applications. Many of these new world applications, including the Internet of Things and mobile health, will be pervasive and promise high semiconductor unit volumes. Semico has identi... » read more

Blog Review: Oct. 9


By Ed Sperling Mentor’s Simon Favre raises an interesting question: Why are 450mm wafers and EUV lithography related? The answer may surprise you. In his second broadcast, Cadence’s Brian Fuller interviews Gary Smith about where EDA will grow, why industry consolidation is a myth and why there is a dearth of reliable information about the electronics industry. Synopsys’ Mick Posner... » read more

Dissecting The Numbers


In the annals of semiconductor history, July is typically the worst month of the year in terms of sequential monthly change. Going back to 1997, semiconductor sales in July are usually down 10% to over 30%. The chart below shows a pictorial representation of the monthly percent change in July over June for the last 16 years. We’re not implying that everyone should break out the party hats,... » read more

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