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Used Semiconductor Manufacturing Equipment: Looking for Sales in All the Right Places

The used semiconductor manufacturing business is alive and well. Over the next five years, the availability of affordable used equipment will allow semiconductor fabs, research labs and universities to upgrade to faster, more cost effective 200mm and 300mm tools. This study provides five-year forecasts for used equipment supply and demand based on wafer demand and fab requirements. It also identifies opportunities for sales of used 200mm and 300mm equipment.

Table of Contents: 
TOC_MA108-09.pdf

Foundry Market Trends: No Longer "Taiwan-Centric", 3Q09

Change is on the horizon. Advanced Technology Investment Company LLC (ATIC) and Chartered Semiconductor Manufacturing (Chartered) have entered into a definitive agreement whereby ATIC will acquire Chartered. What does this mean? Semico does not think that TSMC will be ‘dethroned’ as the leading foundry but it does mean that the number two spot is definitely up for grabs. Semico’s data indicates that by 2011, the combined GlobalFoundries/Chartered company will out pace UMC in terms of advanced capacity available for production.

Table of Contents: 
TOC_MA105-09.pdf

Executive Briefs: 30 Markets in 30 Minutes

Published once a year, the Executive Briefs report is an executive summary of all the markets tracked in Semico’s MAP Model program. Overall, there are 30 end-use markets analyzed from the computing, consumer, and communications segments. Our analysis includes a look at each market’s production forecast, semiconductor content, geographic production, total available market, and wafer demand by production node over a five year forecast period.

Table of Contents: 
TOC_MPEB01-09.pdf

2009 Semiconductor Capex: Are We Headed for a Shortage?

In 2009, capital spending is down 35% from 2008. Semico expects spending to rebound significantly in 2010 as projects that have been on hold get the green light. A beneficiary of this increased spending will be the 200mm used equipment market, which will see higher demand coming from this recovery.

“We’re halfway through the third quarter, and we’ve already seen increased capex projections from a number of companies,” stated Adrienne Downey, Director of Technology Research. “Despite this turnaround, we think it may not be enough to prevent spot shortages in 2010.”

Table of Contents: 
TOC_MA107-09.pdf

Netbook PCs: A New Platform Battleground

Netbooks are a new emerging category of Personal Computers. There have been several efforts over the years for a low-cost and compact mobile PC. The introduction of the Intel Atom microprocessor in 2008 spurred the growth of netbooks, reaching 12.5 million units in 2008.
The key feature for a netbook is that it is designed primarily for web browsing and emailing. Thus, wireless connectivity to the Internet is necessary. Low-power consumption, compact design and light weight are essential.

Table of Contents: 
TOC_ML102-09.pdf

Foundry Wafer Pricing 2Q09

The Semico Foundry Wafer Pricing report is published twice a year. It includes quarterly prices for wafers manufactured at foundries utilizing a logic process at 0.35µm, 0.25µm, 0.18µm, and 0.13µm on 200mm wafers. It also includes pricing for 90nm and 65nm on 300mm wafers. Actual prices are presented for six quarters, including the present quarter, and a forecast for the next two quarters are provided. Prices are differentiated by low and high volume runs. There is additional segmentation for metal layers by technology, with a total of seven different metal layers represented.

Table of Contents: 
TOC_MA103-1-09.pdf

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