slideshow 1 slideshow 2 slideshow 3 slideshow 4 slideshow 5 slideshow 6
Email Newsletter icon, E-mail Newsletter icon, Email List icon, E-mail List icon
Sign up for our Email Newsletter





Semico is a semiconductor marketing & consulting research company located in Phoenix, Arizona. We offer custom consulting, portfolio packages, individual market research studies and premier industry conferences.

Semico Summit 2015: Taming the IoT

The Semico Summit is an executive conference focused on strategic issues of major concern within our industry. Widely revered as the semiconductor event of the year, the Summit has been in existence since 1997.  There are ample opportunities for interaction with top-level leaders in a casual setting.  Traditionally, the event kicks off with golf & a welcome reception.  A well-attended president’s dinner follows the Day 1 sessions where the industry's best and brightest gather for keynotes and lively panel discussions. Hot button issues are pressed with featured presentations delivered by internationally recognized leaders followed by informative Q&A sessions.  The Summit also includes an overall semiconductor outlook delivered by Semico’s president, Jim Feldhan.

In order to obtain the full benefit from your Semico SUMMIT experience we recommend participating in one of our sponsorships.  Check out more information about sponsorship opportunities here.

April 27th - 29th, 2015

Register early here! Early bird registration ($1,395) goes through December. Regular registration is $1,795.  

For press, please register here

Wafer Demand Summary and Assumptions 3Q14

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2018. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a five-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.

Table of Contents: 

Analog Forecast, Products, Suppliers and Foundries

As electronic systems evolved to mobile devices the importance of analog has grown.  Interfacing with the real world via cameras, touch, gesture controls, audio and video applications all require analog functionality.  In addition, power management ICs are critical to the success of these devices.  These growing applications have added significant volumes to the analog unit sales. 

Table of Contents: 

FinFETs 2014: Shaking up the Mobile and Foundry Markets

Rolling out a new semiconductor technology always has its challenges, and it’s also usually accompanied by speculations and surprises.  In 2011, at the 22nm process technology node, Intel surprised the semiconductor industry by introducing a three dimensional transistor structure, which Intel calls Tri-Gate, but is more commonly referred to in the industry as FinFETs.  Most of the speculators were expecting FinFETs to be rolled out at the 14nm node. 

Table of Contents: 

Printing Your Own Semiconductors

Much of the look and feel of today's PCs, tablets and smartphones was developed at PARC (Xerox's Palo Alto Research Center).  Is PARC now on the track of an innovation that could revolutionize semiconductor manufacturing?

With financing from DARPA (Defense Advanced Research Projects), PARC has developed a method of programmable electrostatic assembly, inspired by xerography.  Tiny chiplets are produced and mixed into a solution-based “ink.”  The chiplets, which have an electrical charge pattern on them, are subjected to dynamic electric fields which are used to orient and position them with micron-level accuracy.  Once assembled, the chips are put onto a final substrate with interconnects.  The technology used is similar to laser printer technology, which is essentially the assembly of large numbers of micron-sized toner particles, a Xerox development from the 1970s.    The resulting circuits can be microprocessors, memory or any other desired semiconductor chip.  Although production quantities will not be feasible for several years, could this be leading to desktop printing of almost any semiconductor?

Joanne Itow to Speak at SEMI AZ breakfast, Oct. 17

200mm: Thing of the past? Not so fast!

200mm fabs are thriving! 200mm wafer shipments to fabs in 2014 are experiencing tremendous growth compared to 2013. The challenge for 200 mm fabs in the secondary equipment market continue to be balancing quality, cost, extendibility, service and support.

Join ASML, Freescale Semiconductor, OEM Group, ON Semiconductor and Semico Research as they discuss solutions to enhance and to extend the production life of 200mm wafers:

Semico Fab Database and Update Summary First Half 2014

Semico tracks over 870 semiconductor fabs in its Fab Database.  The database includes detailed information about the fabs, including the operating status of the fab, its location, process and products, wafer size and capacity, and more.  The other document included with the database is a Word file containing a summary of updates made to fabs by company type:  Memory, Foundries, and Other.  

Table of Contents: 

Sensors in Wearables and Mobile: The Many Players

The markets for wearable devices, smartphones and tablet PCs are large and growing quickly.  By 2018 sensor sales into mobile devices and wearables will reach $28.3 billion.  There are over 75 sensor vendors targeting these markets.  More sensors are being designed in which enable new features and functions. 

Table of Contents: 

FinFET Ramp: Changing Market Dynamics?

Rolling out a new semiconductor technology always has its share of challenges, but it seems like the 14nm finFET process node is starting off with more than its share of delays and speculation.

This week Intel revealed some of the details for its new microarchitecture, Broadwell, and their first product, the Intel Core M processor, to be manufactured using their second-generation finFET, 14nm technology.

Plagued by rumors of yield issues and a slow computing market in 2013, Intel delayed the release of their newest 14nm product line by almost one year.

Back on July 16, during the TSMC Q2 2014 financial conference call, the company reported that their 16nm finFET process would not begin ramping until 2H 2015. That is a delay of approximately six months from the original Q4 2014 ramp target.

There have been some technology issues, but Semico believes these delays are also market-driven. In the past, new products could be released for the early adopters willing to pay a premium just to get in on the higher performance. Huge volumes were not required from day one. Today, the ramp to high volume occurs much faster and the products require high efficiency and low cost to support huge consumer driven mobile markets.

How Swarm Intelligence will Take Over our Lives

Swarm intelligence is a type of crowd intelligence, like what is seen in ant or bee colonies, where each member of the colony tends to work independently at a particular task and then contributes their particular knowledge to the collective, and the group reacts as a whole. 

For example, ants may have guards, health monitors, food gatherers, childcare monitors, etc.  When any one group hits an alarm, (Food is low! The Queen is dying!) the entire hive reacts appropriately because they come “programmed” with the knowledge of what their next task should be. 

In effect, this is where the Smart Home is going.  With lights, sockets, hubs, speakers, security, curtains, appliances, etc, the Smart Home is becoming a swarm of input sensors where each sensor will be able to react based on input from all other sensors. 

For example, in a Smart Home, if the sensors are activated, i.e.  a window is broken or the inside temperature is not ideal, then the entire home will react appropriately.  The alarm will go off and the security alerts will be sent, the heater may automatically go off to save energy, the lights may go on, and the home owner’s phone alarm alerts them to the situation.  Each segment of the home will come preprogrammed with the knowledge of how it should react based on the particular information supplied by the hundreds of sensors around the home. 

Pages

Monthly archive

Twitter

Theme by Danetsoft and Danang Probo Sayekti inspired by Maksimer