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Wafer Demand Summary and Assumptions 1Q14

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.

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Analog Forecast, Products, Suppliers and Foundries, Vol. 1

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.  Power management IC’s are critical to the success of these devices.  These growing applications have added significant volumes to the analog unit sales. 

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ASIC Design Starts for 2014 by Key End Market Applications

Improving market financials and continuing end market demand are combining to push ASIC Design activity to new levels.  The Basic SoC market is being driven by the emergence in the Internet of Things (IoT) and the need for silicon solutions for this segment. Mixed Signal ASIC designs have been growing for the last few years as more and more systems seek to interface to analog type 'real world' functions.

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ASIC Design Starts: Growth Continues as Markets Strengthen

Today, silicon designs show rapidly increasing levels of complexity in response to end user demands for more connectivity and the ability to use that connectivity in applications like downloading video, video conferencing, device hot spots, increasing camera resolution for richer photos and better screen resolution to enhance user experience.   An additional trend is to include sensors of every type for a better interface and interaction with the outside world.

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What Does the Internet of Things Need to Grow?

The number of devices with capability for sensing and connectivity is growing at an exponential rate.  Many companies look to the development of the Internet of Things (IoT) to drive new growth for existing products and open up new business opportunities.  The concept of the IoT is far ranging.  As the name implies it is the interconnection of many things which encompass different functions. 

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The Internet of Things, Augmented Reality, and Sensor Fusion: It's a Brand New World

Augmented Reality is a disruptive technology that is going to influence almost every aspect of our technological life.  It is still in its infancy and is often looked on as gimmicky or promotional, but it is going to drive innovation within the gaming, medical, mobile, automotive, and manufacturing markets. 

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Semico Fab Database and Update Summary 4th Quarter 2013

Semico tracks over 860 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.  

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Wafer Demand Summary and Assumptions 4Q13

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2017. 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.

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IMPACT 2013 Videos

Did you miss the IMPACT Conference?  Semico recorded all the speeches, and they are available for purchase.  Please see the "ToC" below to read the agenda. 

These videos are all available on this page once you login.  If you registered and don't have an account, please send us an email. 

IPextreme also recorded videos for their technical track.  Those videos are available on their youtube channel here. 

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