Where All The Semiconductor Investments Are Going


Companies and countries are funneling huge sums of money into semiconductor manufacturing, materials, and research — at least a half-trillion dollars over the next decade, and maybe much more — to guarantee a steady supply of chips and know-how to support growth across a wide swath of increasingly data-centric industries. The build-out of a duplicate supply chain that can guarantee capac... » read more

More Shortages Seen For Silicon Wafers


Silicon wafer shipments have been on a torrid and record breaking pace in the first half of 2021, where demand continues to outstrip supply. So what’s in store for buyers of wafers for the remainder of 2021 and beyond? “Right now, the overall wafer pricing environment is becoming more favorable to wafer suppliers due to demand increase. Supply is getting tight and the average selling pri... » read more

Week In Review: Manufacturing, Test


Chipmakers The chip industry is buzzing over a Wall Street Journal report that Intel is in talks to buy GlobalFoundries (GF) for $30 billion. In March, Intel re-entered the foundry business, positioning itself against Samsung and TSMC at the leading edge, and against a multitude of foundries working at older nodes. Intel planned to jumpstart its foundry business within its own fabs. But it... » read more

Demand, Lead Times Soar For 300mm Equipment


A surge in demand for various chips is causing select shortages and extended lead times for many types of 300mm semiconductor equipment, photomask tools, wafers, and other products. For the last several years, 200mm equipment has been in short supply in the market, but issues are now cropping up throughout the 300mm supply chain, as well. Traditionally, lead times have been three to six mont... » read more

More Silicon Wafer Consolidation


The silicon wafer business typically flies under the radar, but it’s a fundamental part of the semiconductor business. Every chipmaker needs to buy silicon wafers in one size or another. In the supply chain, silicon wafer vendors produce and sell bare or raw silicon wafers to chipmakers, who in turn process them into chips. So it’s important to keep an eye on the market. Today, the s... » read more

Week In Review: Manufacturing, Test


Chipmakers and OEMs Delphi Technologies is in volume production with a 800 volt silicon carbide (SiC) inverter for next-generation electric and hybrid vehicles. The inverter extends electric vehicle (EV) ranges. It also halves the charging times compared with today's 400 volt systems. In a separate announcement, Delphi Technologies and Cree have announce a partnership to utilize SiC semicon... » read more

Mixed Outlook For Silicon Wafer Biz


After a period of record growth, the silicon wafer industry is off to a slow start in 2019 and facing a mixed outlook. Generally, 200mm silicon wafer supply remains tight. But demand for 300mm silicon wafers is cooling off in some segments, causing supply to move toward equilibrium after a period of shortages. On average, though, silicon wafer prices continue to rise despite the slowdown. ... » read more