Week In Review: Manufacturing, Test

By Mark LaPedus - 21 Jun, 2019 - Comments: 0

Trade wars In recent testimony before a U.S. government panel considering tariffs on $300 billion worth of Chinese goods, SEMI called for the removal of about 30 tariff lines. These items are central to the semiconductor manufacturing process. “SEMI asserts that these tariffs will harm not only companies operating in the U.S., but other companies as well in the semiconductor supply chain... » read more

Falling Chip Forecasts

By Mark LaPedus - 20 Jun, 2019 - Comments: 1

It’s time to take a pulse of the semiconductor market amid the memory downturn and trade frictions with China. For some time, the DRAM and NAND markets have been hit hard with falling prices and oversupply. Then, the Trump administration last year slapped tariffs on Chinese goods. China retaliated. And the trade war rages on between the U.S. and China. More recently, the U.S. Department... » read more

SEMI Calls For U.S.-China Tariff Removals

By Jay Chittooran - 20 Jun, 2019 - Comments: 0

In testimony today before a U.S. government interagency panel considering tariffs on $300 billion worth of Chinese goods, SEMI called for the removal of about 30 tariff lines, which cover items central to the semiconductor manufacturing process. Mike Russo, vice president of global industry advocacy at SEMI, explained in his testimony that while SEMI strongly supports efforts to better... » read more

Playing Into China’s Hands

By Ed Sperling - 13 Jun, 2019 - Comments: 1

The fallout over blacklisting Huawei in particular, and China in general, has set the tone for a nasty global race. But it is almost certain to produce a different result than the proponents of a trade war are expecting. The idea behind tariffs and the blacklisting of Huawei is to starve China of vital technology. So far, the impact has been minimal. Reports from inside of China are equa... » read more

The Arm-Huawei Disconnect

By Ed Sperling - 23 May, 2019 - Comments: 0

Arm's move to stop licensing its processor IP to HiSilicon, the captive chipmaker for Huawei, has set off a panic across the semiconductor industry. While the underlying threat to the entire chip industry is very real, many of the conclusions being drawn about this move are misleading or just plain wrong. When the U.S. government blacklisted Huawei, it imposed export restrictions on shipping... » read more

Impact Of U.S.-China Trade War

By Mark LaPedus - 23 May, 2019 - Comments: 0

The trade war between the United States and China is escalating and it is here to stay. Last year, the Trump administration started the trade war with China for basically two reasons. First, China has a massive trade surplus with the U.S. Second, U.S. companies have been the subject of IP theft in China, which has largely gone unchecked, according to the Trump administration. Many disagre... » read more

More Rare Earth Rumblings

By Mark LaPedus - 18 Apr, 2019 - Comments: 4

It’s time to look at the market for rare earths again. Rare earths are chemical elements found in the Earth’s crust. These elements, which are critical, are used in cars, consumer electronics, computers, communications, clean energy and defense systems. So why worry about them? China produces and controls 80% of the world’s rare earths. Other nations depend on China for these materi... » read more

Fearless chip and fab tool forecasts

By Mark LaPedus - 24 Jan, 2019 - Comments: 1

2019 is expected to be a challenging, if not confusing, year for the semiconductor and fab equipment industries. For example, Apple recently issued a warning about lackluster smartphone demand, which impacted several IC vendors and foundries. Then, the memory market is plummeting. In addition, the 10nm/7nm transition has proven to be difficult for many. And let’s not forget the geopolitica... » read more

EDA, IP Show Strong Growth

By Ed Sperling - 07 Jan, 2019 - Comments: 0

EDA and IP revenue increased 6.7% worldwide in Q3 2018 to $2.44 billion, compared to $2.28 billion in the same period in 2017. The growth was fueled by rising investments in startups in AI and 5G, as well as a stampede of new and existing companies targeting automotive electrification and autonomous vehicles. While startup funding ultimately will run out as these new markets mature and cons... » read more

Week In Review: Design

By Ed Sperling - 28 Dec, 2018 - Comments: 0

Deals eSilicon teamed up with Sunflower Mission once again to present 59 university scholarships for engineering and technology students in Vietnam. Foxconn, the huge Taiwanese contract manufacturer (aka Hon Hai Precision Industry), already announced plans to build a chip plant in Zhuhai, outside of Hong Kong. Now it has developed plans to assemble high-end iPhones in India next year. What'... » read more

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