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.
SoC design methodology has been affected by EDA vendors who have been active in proposing several changes and improvements that encompass analyzing the SoC design process as a complete—SIP creation, SIP integration, SoC design, applications software development, and EDA tools required to manage the total design process.
Today's designs are focused on complexity driven by AI functionality and integration of wireless interfaces. They are many times more complex than those from several years ago. This complexity is driving design costs up to higher levels than the industry has previously seen.
The semiconductor industry is in the midst of a great deal of upheaval in 1Q 2023, brought on by COVID-19 and geopolitical tensions. With the semiconductor shortages brought on by disruptions caused by the COVID-19 pandemic, announcements in new fab projects and expansions reached a fever pitch in 2022. This has been particularly true of the United States, as companies seek to diversify production away from China. Moving toward self-sufficiency is a new goal in the wake of the increased level of geopolitical tension around the world. A number of countries are pledging money ...
published by Semico_Admin on Wed, 2023-02-22 20:38
Principal Analyst Rich Wawrzyniak participated in a webinar hosted by Achronix, titled The Rise of the Chiplet. The webinar took place on February 9, 2023 and was moderated by SemiEngineering’s Brian Bailey. The panel members were Achronix’s Nick Ilyadis, Semico’s Rich Wawrzyniak, and ODSA’s Bapi Vinnakota. They discussed the current landscape for chiplet technology, predictions for the coming years, what’s needed for chiplet adoption, and the status and evolution of die-to-die interface standards, as well as answered live questions.
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.
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.
May 2022 revenues increased 10.6% from April, the largest May increase since 2006. Year-over-year, May revenues were up 19.5% over May 2021. Year-to-date, revenues are up 21% compared to 2021. Looking at units, shipments are down by 0.2%, basically flat compared to 2021 year-to-date. The North American PCB book-to bill ratio was flat compared to April at 1.03. Before April, the last time the ratio was that low was in October 2020. However, a ratio above one is still a positive sign for sales six months from now. The ratio has been above 1.0 since November 2020.
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.
The automotive market is undergoing a tremendous amount of rapid change. Automotive manufacturers are exploring the potential of adding various new functions and reconfiguring existing functions to all include some level of intelligence. This covers the range from merely intelligent functions all the way to fully autonomous driving functions that incorporate some level of Artificial Intelligence.
