Consolidation’s Aftermath


The recent spate of industry consolidation continues to have repercussions across the semiconductor industry. Some of those effects will subside once the deals are either approved or nixed by regulatory agencies. Others will raise questions for months or years to come. Consolidation is not a new trend in the semiconductor industry, but the pace and size of the acquisitions in the past year a... » read more

The Week In Review: Manufacturing


Is Moore’s Law alive or dead? That’s still a topic for debate. In any case, chipmakers continue to move to advanced nodes, but the transitions are taking longer. Even mighty Intel is struggling, based on what the company said about its 14nm finFET process during an investors meeting this week. In fact, Intel continues to struggle with its yields. “14nm yield is maturing; 14nm is still not... » read more

The Week In Review: Manufacturing


China is investing billions of dollars in the IC industry and equipment sectors. The nation is also in the midst of an acquisition and an investment spree, especially in IC packaging. For example, Jiangsu Changjiang Electronics Technology (JCET), a Chinese OSAT, shook up the landscape by recently announcing a deal to acquire STATS ChipPAC for $780 million. The deal was completed in August of 20... » read more

What China Is Planning


Over the years, China has unveiled several initiatives to advance its domestic semiconductor industry. China has made some progress at each turn, although every plan has fallen short of expectations. But now, the nation is embarking on several new and bold initiatives that could alter the IC landscape. China’s new initiatives address at least three key challenges for its IC industry: 1. C... » read more

Much Ado About Weakening Currency, China, And IoT


At the 10th annual SEMI/Gartner Market Symposium, keynoted by ARM’s Ian Ferguson, market analysts gathered to present their views on the current state of the industry. Several key themes emerged including weakening currency impact on the industry’s forecasts, China’s $20 billion Industry Fund, and the Internet of Things (IoT). Industry overview and trends were presented by Bob Johnson,... » read more

Tsinghua Makes $23B Bid For Micron


In what would likely be the largest takeover of a U.S. company by a Chinese firm, China's state-owned Tsinghua Unigroup has put in a bid to buy memory giant Micron Technology for $21 a share or $23 billion, according to the Wall Street Journal. The deal is expected to be receive high scrutiny. Tsinghua Unigroup is the largest state-owned chip design company in China, according to Henry Guo, ... » read more

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