Reports

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.

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.

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. 

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.