tag: trade war

Fab Equipment Challenges For 2019
By Mark LaPedus - 17 Dec, 2018 - Comments: 0

After a period of record growth, the semiconductor equipment industry is facing a slowdown in 2019, in addition to several technical challenges that still need to be resolved. Generally, the equipment industry saw enormous demand in 2017, and the momentum extended into the first part of 2018. But then the memory market began deteriorating in the middle of this year, causing both DRAM and NAND ... » read more

The Big Blur
By Ed Sperling - 20 Sep, 2018 - Comments: 0

Chip companies, research houses, foundries—and more recently large systems companies—have been developing alternative technologies to continue scaling power and performance. It's still not obvious which of those will win, let alone survive, or what they will do to the economics of developing chips. For more than five decades, the biggest concern was scaling devices in order to save money... » read more

The Hidden Cost Of Tariffs
By Ed Sperling - 16 Aug, 2018 - Comments: 1

The impact of tariffs on the semiconductor industry is just now being assessed, but there's a lot more to this picture than import and export duties. In fact, the biggest and longest-lasting effects may have less to do with taxing imports than what happens across the global supply chain that includes everything from manufacturing equipment to materials to investment capital. Import duti... » read more

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