Manufacturing & MEMS


By Joanne Itow There’s been a lot of attention focused on MEMS in the past couple of years, and rightfully so. In 2011 when total semiconductor revenues grew by only 1.3%, MEMS revenues grew by more than 34%. MEMS have been activating air bags in our cars and projecting images on DLP screens for years, but it wasn’t until the accelerometer in smartphones when mainstream semiconductor manuf... » read more

Fallback Plans


By Ann Steffora Mutschler With EUV lithography missing a few deadlines already, the semiconductor industry has begun to search for alternatives. None of these solutions is simple, of course, and it’s questionable whether they’re even economically viable. And even if EUV is ready for mass production by 14nm, there are new challenges that have to be dealt with—particularly in the space... » read more

The 28nm Foundry Crunch


By Mark LaPedus Faced with huge and unforeseen demand at the 28nm node, leading-edge foundries are scrambling to play catch-up and are boosting their fab capacities at a staggering pace. But analysts warn that 28nm foundry capacity will be tight throughout 2012, and perhaps into 2013, putting some chipmakers in a pinch. Many blame the 28nm foundry capacity shortfall on a combination of t... » read more

Capex Disconnect


By Joanne Itow Most semiconductor companies have completed their 4th quarter 2011 earnings calls and announced their capital expenditure budgets for 2012. Current capex plans indicate a weaker spending year for the industry compared to 2011. Based on current announced plans, capex spending would fall 4.5% to $59.8 billion in 2012. Semico believes some companies may be miscalculating the market... » read more

36% of Semiconductor Fabs at Risk from “Ring of Fire”


By Adrienne Downey It's called the "Ring of Fire". Actually more of a horseshoe shape, the "Ring of Fire" is an area of high seismic activity that extends from southeast of Australia north along the Pacific coast of Asia, crosses south of Alaska, and then continues south along the Pacific coast of all of North, Central and South America. According to Wikipedia, 90% of the world's earthquakes... » read more

Cold and Rainy Weather at Semicon Japan Doesn’t Dampen Industry Enthusiasm


By Joanne Itow Last week I attended my first Semicon Japan. This is typically one of the largest Semicon events, but considering the lull in equipment sales since this summer combined with the Japan earthquake in March, I was uncertain what to expect. Seating at the opening keynote and welcome presentations were standing room only, but the foot traffic on the show floor was far from overwh... » read more

MEMS Oscillators Market News – Accelerating Adoption of silicon MEMS timing


By Tony Massimini Recently there have been two major announcements in the MEMS Oscillator market. Market leader SiTime breaks into the high-precision OCXO timing with Stratum 3 compliant solutions. Integrated Device Technology jumps into the MEMS oscillator market with a piezoelectric MEMS resonator. SiTime has introduced the SiT5301 and SiT5302 which address the highest performance applica... » read more

Smart Money in Analog


By Joanne Itow Recently Semico released a report touting the above average growth rates in the analog market as well as the healthy revenue per wafer for analog products.  Smart money is moving into power management and other analog applications which have gained in popularity in our mobile electronic world. Over the next five years, semiconductor units will grow at a CAGR of 9.6%.  The... » read more

45nm and Below Grabs 24% of Wafer Demand in 2011


By Joanne Itow The economic malaise in Europe and the U.S., along with the natural disasters around the world, have put a damper on 2011 semiconductor sales. Heading into the holiday buying season, consumer confidence is low and inventories are higher than preferred. OEMs are, at best, cautious and in most cases, pessimistic about their markets. Semico expected a shakeout in the tablet mark... » read more

A Semiconductor Industry Stimulus Plan


By Joanne Itow Last week Semico released its industry forecast outlook for the balance of 2011 and 2012. Unfortunately, all the indicators have moved 2011 into the negative territory. Semiconductor sales will end the year 1.6% lower than 2010. That should not be too surprising as the Semico IPI began moving down in May of 2010, warning us of a sluggish second half 2011. The economic malais... » read more

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