Let The IP Wars Begin


y Ed Sperling Nature abhors a vacuum. Customers abhor a monopoly. It appears both problems are now being solved in the EDA world—assuming approval by regulatory agencies, of course. There have been two concerns facing chipmakers in regards to third-party IP. One is political. Most large companies spent millions of dollars and thousands of frustrating man-hours developing their own interna... » read more

Surprises Abound As Subsystem IP Gains Prominence


What’s new in the world of subsystem intellectual property? To find out, System-Level Design sat down with Richard Wawrzyniak, senior market analyst for ASICs and SoCs at Semico Research Corp. What follow are excerpts of that conversation. SLD: You mentioned that the cost of semiconductor intellectual property (IP) at 20nm and below is increasing. Why is that? Wawrzyniak: The reason is c... » read more

The Best Foundry Strategy


By Joanne Itow Today, foundries supply more than 20% of the silicon used to produce all the semiconductor products sold. The foundry impact has grown from only 10% in 1997 to 24% today. The significance of foundries is even more evident when focused on logic wafers alone. Figure 1. Foundry Wafers as a Percent of Total, IC’s, and IC’s Minus Memory [caption id="attachment_7339" align="... » read more

Following The Money


By Jim Feldhan There are many trends in the semiconductor industry that are easy to identify because the moves make a huge statement. A few of the major changes that we’ve all observed include the shift from a computer application focus to consumers, the growth of mobile devices, and the shift of semiconductor dominance from the U.S. to Japan to Asia Pacific. One of Semico’s jobs is to ... » read more

Fitness And Chips


By Michell Prunty For most of 2012 Semico has focused on how new data is driving the consumer industry. This isn’t just for servers or cloud storage, but also for smart phones and tablets. New ways of interacting with our devices, like augmented reality, are becoming increasingly more available to the average consumer via the processing capability in our phones. With all this advanced tec... » read more

MEMS Innovation: A Tipping Point


By Joanne Itow Two years ago I attended my first MEMS Executive Congress and was impressed with the high level of enthusiasm in new applications and growth prospects for MEMS. This year’s event was just as impressive and the new MEMS products continue to amaze me. The market has been flooded with new gadgets, new suppliers and now, new challenges. All MEMS are not created equal. One of th... » read more

Uneven Growth Ahead


By Joanne Itow SEMI recently released its silicon shipment forecast for 2012-2014. Total wafer shipments are expected to reach record levels in 2013 and 2014. Semico’s Wafer Demand model concurs with that forecast. Wafer demand is expected to grow at a compound annual rate of 11.7% over the next five years. The wafer demand pie keeps getting bigger but all the pieces are not growing at th... » read more

Winners And Losers


By Joanne Itow Semiconductor revenues will log in a relatively lackluster growth for 2012, only 3% more than 2011. That is below the 4.8% CAGR (compound annual growth rate) over the past five years and well below the 8.4% CAGR over the past 10 years. On the other hand, semiconductor units continue to show healthy growth, driving up wafer demand. Units will grow slightly faster compared to the ... » read more

The Trouble With FinFETs


By Joanne Itow The industry’s quest to continue on the semiconductor roadmap defined by Moore’s Law has led to the adoption of a new transistor structure. Whether you call them finFETs, tri-gate or 3D transistors, building these new devices is difficult. But the technology is only half the challenge. In 2002, Chen Ming Hu* spoke at the Semico Summit. The title of his presentation was �... » read more

Analog In The 300mm Era


By Adrienne Downey Semico forecasts the 2012 analog market will grow 5.1% to $44.5 billion, up from $42.3 billion in 2011. This is higher than the 0.1% analog revenue growth experienced in 2011 but lower than the 12.6% growth expected in 2013. Growth is coming from automotive electronics, the energy industry, wireless communications, and healthcare diagnostic and monitoring devices. In a re... » read more

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