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Semiconductor Manufacturing

Used Equipment: 200mm Lives On

The semiconductor industry has always utilized manufacturing assets and technologies longer than originally projected.  Although the most advanced products continue to transition to new technology nodes every two to three years, manufacturing capacity—including the equipment and infrastructure—stays productive for decades.
More than just a means of producing cheap MEMS and sensors, used equipment has been the vehicle to deliver cost effective solutions to expand electronic applications, provide connectivity and enable the control and quantification of everything.  

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Semico Fab Database and Update Summary Second Half 2015

Semico tracks over 900 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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Semico Wafer Demand: Q4 2015 Highlights

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2020. 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 summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.

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Semico Impact 2015

Attendees to the Semico Impact 2015 event can download most of the presentations from the event.  Please contact Rick Vogelei at rickv@semico.com with any questions.  

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Semico Wafer Demand: Q3 2015 Highlights

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2020. 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 summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.

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Semico Fab Database and Update Summary First Half 2015

Semico tracks over 890 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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Semico Wafer Demand: April 2015 Highlights

2015 is expected to be another good year for overall semiconductor revenues, units and wafer demand.  Semiconductor units will grow 9% while wafer demand is forecast to grow by over 10%.  The main reason for the increase in wafer demand is due to double-digit increases in DRAM, NAND, MOS Logic Communications, Other MOS Logic and Optoelectronics.  According to Semico Research's new Wafer Demand: April 2015 Data and Highlights report, this activity will result in an overall 10% growth rate in the market.

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SOI Update 2015: Finding New Applications

With the recent growth in RF-SOI for switches and integrated solutions for RF functions such as power amplifiers and transceivers, the opportunities for growth in SOI wafer demand have once again garnered a lot of attention.  In addition, as the industry transitions to very complex and expensive finFET technology, SOI is providing a high performance, low power option to semiconductor vendors who do not want take on the challenges of finFETs.  This report explores the markets, products and outlook for SOI wafer adoption over the next five years.  

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Wafer Demand Summary and Assumptions 4Q14

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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