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The Internet of Everything: Smart Meters

The Internet of Things market has taken off spectacularly in a short space of time. 

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The Internet of Things: Smart Infrastructure

The Internet of Things market has taken off spectacularly in a short space of time. 

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The Smart Economy: The Internet of Everything

The Internet of Things market has taken off spectacularly in a short space of time. Most of the advancements have to do with the semiconductor industry and how drastically prices have been cut for bandwidth, processing power, and sensors.  On the end market side, IoT owes its life to the smartphone market, and how smartphones have become a personal gateway for the majority of people on the planet.  And to ensure those phones can connect to the cloud, Wi-Fi access has become ubiquitous and inexpensive.  Lastly, IPv6 is live, enabling 3.4 x 10^38 addresses, meaning everything can have its own

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IoT Security: At What Cost?

Connectivity and interoperability are key elements for the IoT. The goal is to generate data from many end nodes in products and devices. These are physical objects with unique IP addresses. Consumers want products and services that will enhance and improve their lifestyles. The forecast for the number of connected devices is expected to reach 36 billion units by 2020.

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Wafer Demand Summary and Assumptions 3Q14

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

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.  In addition, power management ICs are critical to the success of these devices.  These growing applications have added significant volumes to the analog unit sales. 

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FinFETs 2014: Shaking up the Mobile and Foundry Markets

Rolling out a new semiconductor technology always has its challenges, and it’s also usually accompanied by speculations and surprises.  In 2011, at the 22nm process technology node, Intel surprised the semiconductor industry by introducing a three dimensional transistor structure, which Intel calls Tri-Gate, but is more commonly referred to in the industry as FinFETs.  Most of the speculators were expecting FinFETs to be rolled out at the 14nm node. 

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Semico Fab Database and Update Summary First Half 2014

Semico tracks over 870 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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Sensors in Wearables and Mobile: The Many Players

The markets for wearable devices, smartphones and tablet PCs are large and growing quickly.  By 2018 sensor sales into mobile devices and wearables will reach $28.3 billion.  There are over 75 sensor vendors targeting these markets.  More sensors are being designed in which enable new features and functions. 

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Wafer Demand Summary and Assumptions 2Q14

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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