tag: Siltronic

Week In Review: Manufacturing, Test
By Mark LaPedus - 12 Apr, 2019 - Comments: 0

Fab tools ASML said it has disagreed with any implication that it has been a victim of “Chinese espionage,” as stated in an article in a Dutch newspaper. The article discusses the results of a public court case in the United States that ASML won last year. In the case, XTAL was found by a jury to have misappropriated ASML’s confidential and proprietary information as well as trade secret... » read more

Silicon Wafers: Tight Supply, High Prices
By Mark LaPedus - 18 Oct, 2018 - Comments: 0

For years, the silicon wafer industry suffered from oversupply and depressed prices, causing considerable consolidation in the industry. Then, two or so years ago, the IC industry entered into a boom cycle. Silicon wafer vendors began to experience tight supply amid strong demand from IC makers. Some silicon wafer makers even raised their prices. Today, the silicon wafer market remains st... » read more

5 Takeaways From SEMI’s SMC
By Mark LaPedus - 21 Sep, 2017 - Comments: 0

At the recent Strategic Materials Conference (SMC), there were a multitude of presentations on a number of subjects. The event, sponsored by SEMI, had presentations on the IC industry, market drivers, electronic materials and other subjects. In no particular order, here are my five takeaways from SMC: Materials M&A mania Last year, the IC industry experienced a dizzying array of merger ... » read more

Silicon Wafers: M&A, Price Hikes
By Mark LaPedus - 17 Aug, 2017 - Comments: 0

Chipmakers need to keep a close eye on the silicon wafer industry, as the business continues to undergo a number of changes. On one front, the silicon wafer industry continues to consolidate. Then, after years of suffering from an oversupply and falling prices, many silicon wafer vendors are experiencing tight supply and have begun to raise prices. Silicon wafers are a fundamental part of... » read more

Will There Be Enough Silicon Wafers?
By Mark LaPedus - 20 Oct, 2016 - Comments: 3

The silicon wafer industry, a critical part of the IC supply chain, is undergoing a new and perhaps alarming wave of merger and acquisition activity. While consolidation in this sector is not new, the pace of M&A activity is picking up and there are fewer companies left. Silicon wafer makers produce and sell raw silicon wafers to chipmakers, which process them into chips. But despite con... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 08 Jul, 2016 - Comments: 2

Fab materials/tools The Reference Project, a pan-European research program created to develop radio-frequency silicon-on-insulator (RF-SOI) technology, was recently launched at the Bernin, France-based facilities of Soitec. Soitec is the project leader in the group, which has an eligible budget of 33 million euros. The project will focus on developing technologies for 4G+ communications usi... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 17 Apr, 2015 - Comments: 0

It could be a long year for the equipment industry. First, Intel reduced its 2015 capital expenditure budget to $8.7 billion, plus or minus $500 million. This is down from the previous mid-point guidance of $10.1 billion. As a result of Intel’s announcement, Pacific Crest Securities cut its worldwide 2015 semiconductor CapEx forecast. The new CapEx forecast is now $62.5 billion in 2015. Th... » read more

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