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Semico Fab Database 2019 Summary Now Available

Semico's Fab Database report is a great resource for tracking changes among advanced as well as mature fabs.  You can also sort the data by region or by type of products.  Semico's report includes updates on fabs owned by foundries, memory manufacturers, IDMs, and research facilities.  The database itself includes detailed information about each fab, including operating status, location, process, products, wafer size, capacity, and more.  Semico updates it biannually with a summary of which chan

Market Improvements in 2H 2019 Soften Wafer Demand Decline, says Semico Research

Unit sales are the primary driver for wafer demand. With inventories for many products back in balance, most markets are returning to a 'normal' seasonal pattern. Last quarter, it looked like optoelectronics and sensors were the only categories expected to register positive unit growth in 2019. Now DRAM, NOR, MOS Logic Computing, Automotive, Multi-purpose Logic and a few others will actually register unit growth in 2019.

New Application Design Starts Will Drive 40% of Unit Volumes by 2023, says Semico Research

Many of the traditional end-use applications are experiencing slower design start growth rates due to maturing markets and high design costs. The unit volumes associated with all applications remain healthy, exhibiting an 8.5% CAGR through 2023. However, removing the unit shipments attached to the new, emerging applications drops the CAGR to only 4.3% through 2023.

Industrial Internet of Things (IIoT) Design Starts to Increase Over 26% in 2020, says Semico Research

Over the past several years, the Internet of Things (IoT) applications have had a significant impact on ASIC design starts. IoT unit volumes are ultimately expected to be massive, and this category of semiconductors will have a great impact on the overall industry. Semico is now seeing more differentiation in IoT applications in consumer-related products versus Industrial IoT (IIoT) related products.

Sensor Wafer Demand to increase by nearly 8% in 2019, says Semico Research

Mature processes for sensor and optoelectronic products continue to be in high demand, aided by growth in Internet of Things (IoT) applications along with more smart devices that are beginning to build in algorithms that are the precursor to full-fledged AI functionality. New research from Semico Research, Semico Wafer Demand Q2 2019 Highlights (MA111-19), reports that wafer demand for sensor products will increase nearly 8% in 2019.
 

AI SoC Automotive Unit Volume will Surpass 2.8 Billion Units by 2023, Says Semico Research

AI is ready to make an impact in a long list of industries and applications. The initial round of AI adoption occurring today involves the replacement of existing SoC solutions with new silicon solutions that incorporate some level of AI functionality. In addition, there are hundreds of new designs that are being tested for new products and applications as part of the new world of artificial intelligence. The performance levels required by these new solutions will vary as dictated by the need of each application. Some require high performance, as is required in automotive applications.

Semico announces agreement with RISC-V Foundation for RISC-V Research Report

Semico Research and Consulting and the RISC-V Foundation, a non-profit corporation controlled by its members to drive the adoption and implementation of the free and open RISC-V instruction set architecture (ISA), recently announced an agreement for Semico to author a market research report on the current and future potential of the RISC-V architecture. Scheduled for release in the third quarter of 2019, the comprehensive report will be based on original resea

Q1 2019 Semiconductor Unit Drop of 7.4% Impacts 2019 Wafer Demand, Says Semico Research

Due to the significant decline in unit sales during Q1 2019, Semico lowered its wafer demand forecast for 2019 to a 1.8% decline in 300mm wafer equivalents. New research from Semico Research, Semico Wafer Demand Q1 2019 Highlights (MA110-19), reports Q1 2019 total semiconductor units dropped 7.4% quarter-over-quarter and 3.8% year over-year.
 

Value Multicore SoCs in the Smart Home Market will have a CAGR of 80.3% by 2023, says Semico Research

With the AI trend emerging, the semiconductor market has gone from a state of lamenting the lack of innovation and new applications to one of seeing an explosion of new possibilities. The short- and long-term impacts on SoC architectures, the SIP market, software, design starts, EDA tools, market revenues and unit volumes are going to be profound.

New Applications To Drive SoC Market CAGR to 7.0% by 2023, says Semico Research

The semiconductor industry has become adept at taking an already existing entity and breathing new life into it through innovation and new technologies - and recasting it into something much more vital and interesting. The System-on-a-Chip (SoC) market has become larger than the sum of its parts by helping to create whole new markets and applications. In this sense, the SoC has helped turn ideas into a marketable form by facilitating the marriage of functions and features once considered impossible to manufacture on a single monolithic die.

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