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May 2020

Silicon and Software Design Cost Analysis: The Impact of AI in EDA Tools

The semiconductor industry today is faced with several substantial issues—not the least of which are the continuing rise in design costs for complex SoCs, the decrease in the incidence of first-time-right designs and the increase in the design cycle time against shrinking market windows.

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Semico Research Quarterly IPI Forecast Report shows 2020 Revenues Down Slightly 0.22%

Despite the pandemic disrupting life around the world in 1Q 2020, quarterly semiconductor revenues declined by only 3.4% from 4Q 2019 and were up 6.8% compared with 1Q 2019 revenues. However, part of that recovery is the fact that 1Q 2019 revenues were down -14.6%, a much higher decline than seasonally normal for a first quarter. Units fell -5.6% sequentially.  Our overall 2020 revenue forecast has been lowered to slightly negative to -0.22%.
 

Wafer Demand for 2020 to Decline 0.3%, says Semico Research

Today it is clear that the U.S. and world GDP will suffer due to the Covid-19 pandemic, and most forecasters are adjusting their numbers down. On the other hand, the semiconductor industry is experiencing a few sparks of positive demand by responding quickly to the warning signs from China and the shelter-at-home directive. Semiconductors used in sensing and monitoring medical end applications are expected to remain in high demand through 2020 and new wearable products are already being introduced.

Semico Wafer Demand: Q1 2020 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 2010-2024. 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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