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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.

ASIC Design Starts 2022: New Applications and AI Become Market Drivers

The ASIC design start landscape has changed due to a number of factors, one of which is the increase in NRE costs for complex ASIC designs.  Additionally, companies and silicon designers are still exploring which silicon architectures will be the best fit for applications that include AI. New business models will also be possible using the increased productivity and efficiency brought to business through the introduction of AI capabilities.

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Semico Wafer Demand: Q1 2022 Highlights

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2026. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing MOS Logic, Communications MOS Logic, Consumer MOS Logic, Automotive MOS Logic, Other MOS Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Sensors and Digital Bipolar.

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Intel Embraces the RISC-V Ecosystem: Implications as the Other Shoe Drops

On Monday, February 7, 2022, Intel Foundry Services (IFS), made a series of major announcements regarding the RISC-V architecture and ecosystem:

ASIC Design Starts for 2022 by Key End Market Applications

SoC (System on a Chip) Automotive applications are undergoing a renaissance in technology that looks at ultimately empowering autonomous driving. There are several stages in this evolution and the industry is far from this goal today, but this effort has ignited the interest and imagination of the driving public around the world.  A new report from Semico Research, ASIC Design Starts for 2022 by Key End Market Applications, (SC106-22), forecasts that design starts in the automotive segment will reach 5.5% by 2025.
 

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Semico Wafer Demand: Q4 2021 Highlights

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2026. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing MOS Logic, Communications MOS Logic, Consumer MOS Logic, Automotive MOS Logic, Other MOS Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Sensors and Digital Bipolar.

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Analyzing the RISC-V CPU Market for SIP, SoCs, AI and Design Starts

The semiconductor and computer industries are undergoing an explosion of computational and silicon architectural exploration and discovery.

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Semico Wafer Demand: Q3 2021 Highlights

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2025. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing MOS Logic, Communications MOS Logic, Consumer MOS Logic, Automotive MOS Logic, Other MOS Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Sensors and Digital Bipolar.

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2021 Wafer Demand to Increase 12.1%, Says Semico Research

Increased chip demand is being driven by better-than-expected orders for all types of electronics, from next generation smartphones to electric vehicles. Memory and certain logic chips are in tight supply. In a few semiconductor product groups, unit sales are significantly up with ASPs declining, signaling some inventory build-up. At the same time, semiconductor manufacturers are making production adjustments in order to return to previous output levels. However, some OEMs are also double ordering certain products which makes the situation appear worse than it really is.

Semico Wafer Demand: Q2 2021 Highlights

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2025. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing MOS Logic, Communications MOS Logic, Consumer MOS Logic, Automotive MOS Logic, Other MOS Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Sensors and Digital Bipolar.

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Worldwide IP Market Revenues to Approach $10.3B by 2025, says Semico Research

The 3rd Party Semiconductor Intellectual Property (IP) market has seen great innovation in the products it offers to System-on-a-Chip (SoC) designers over the last ten years. If any market segment in the semiconductor industry typifies the intense evolutionary pressures that the entire electronics market has undergone, it is the 3rd Party IP market. Most of these evolutionary forces are driven by the need to integrate more functionality in fewer devices at the system level and in ever-smaller footprints.

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