Semiconductors - Business Exchange Most Active Articles 2009-11-25T18:12:07.936-05:00 Business Exchange Business_Exchange@businessweek.com urn:com:businessweek:bx:topic:most-active:semiconductors Olga Kharif okharif277 North American Semiconductor Equipment Industry Posts October 2009 Book-to-Bill Ratio of 1.10 urn:com:businessweek:bx:article:15156857209299775565-94acb83556745462d1464ec36e1297ca 2009-11-19T18:09:33.092-05:00 North America-based manufacturers of semiconductor equipment posted $756.2 million in orders in October 2009 (three-month average basis) and a book-to-bill ratio of 1.10, according to the October 2009 Book-to-Bill Report published today by SEMI. North America-based manufacturers of semiconductor equipment posted $756.2 million in orders in October 2009 (three-month average basis) and a book-to-bill ratio of 1.10, according to the October 2009 Book-to-Bill Report published today by SEMI. stellprod02.semi.org http://stellprod02.semi.org/en/Press/CTR_033084 Ed Hall ehall064 12 12 0 0 Semiconductor Plastic Packaging Materials Market to Reach $20.1 Billion by 2013 urn:com:businessweek:bx:article:11855873522930954722-85b007a66655a4d52afa7028457b34b5 2009-11-19T14:07:00.629-05:00 The market for semiconductor packaging materials, including thermal interface materials, is expected to reach $15.8 billion in 2009 and grow to $20.1 billion by 2013, according to a new study by SEMI and TechSearch International. The market for semiconductor packaging materials, including thermal interface materials, is expected to reach $15.8 billion in 2009 and grow to $20.1 billion by 2013, according to a new study by SEMI and TechSearch International. semi.org http://www.semi.org/en/Press/CTR_033081 Ed Hall ehall064 4 4 0 0 A Sneak Peak into the November 2009 Edition of the Fab Databases urn:com:businessweek:bx:article:9060025492418580273-732a922d5d33bd60ea063614b4c59cf3 2009-11-18T18:20:54.516-05:00 The November ’09 edition of the World Fab Forecast, FabFutures, World Fab Watch, and the 300mm Fab Databases has been published and available to our subscribers. Provides a few highlights from our World Fab Forecast databases. The November ’09 edition of the World Fab Forecast, FabFutures, World Fab Watch, and the 300mm Fab Databases has been published and available to our subscribers. Provides a few highlights from our World Fab Forecast databases. semi.org http://www.semi.org/en/MarketInfo/FabDatabase/ctr_033024 Ed Hall ehall064 3 3 0 0 SILICON WAFER SHIPMENTS GROW IN THIRD QUARTER 2009 urn:com:businessweek:bx:article:2237672864930391508-f204a80df01a6d1c1638a78e7834d1ca 2009-11-04T19:43:23.963-05:00 Worldwide silicon wafer area shipments increased significantly during the third quarter 2009 when compared to the second quarter 2009 area shipments according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry. Worldwide silicon wafer area shipments increased significantly during the third quarter 2009 when compared to the second quarter 2009 area shipments according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry. semi.org http://www.semi.org/en/Press/CTR_032776 Ed Hall ehall064 4 4 0 0 Japan Leading Region into 2010 urn:com:businessweek:bx:article:3727880369737983737-3c53c098bc0b23da95a7a917fc38147b 2009-11-03T18:51:56.062-05:00 According to the World Fab Forecast, Japan's share of worldwide fab capacity (including Discrete devices) remains unchanged in 2009 at about 25%, or 3.8 to 3.9 million wafers per month (in 200 mm equivalents). According to the World Fab Forecast, Japan's share of worldwide fab capacity (including Discrete devices) remains unchanged in 2009 at about 25%, or 3.8 to 3.9 million wafers per month (in 200 mm equivalents). semi.org http://www.semi.org/en/MarketInfo/CTR_032677 Ed Hall ehall064 1 1 0 0 Semiconductor Industry Improving Bottom Lines urn:com:businessweek:bx:article:17161516230666510239-172949809f9fb8d069d14a3ee34f44a9 2009-10-25T11:31:57.239-04:00 Overall, the semiconductor industry revenue worldwide fell to about $190 billion in 2009, a 22% decline from 2008 revenue of $250 billion. It is common now to hear the words "jobless recovery" bantered about for many industries. However, this should be the case for the semiconductor industry going forward even further supported by Intel latest forecasts. Likewise, companies such as Hewlett Packard (HPQ), Acer and DELL have all reported improvements inspiring news going into the holiday seasons. Overall, the semiconductor industry revenue worldwide fell to about $190 billion in 2009, a 22% decline from 2008 revenue of $250 billion. It is common now to hear the words "jobless recovery" bantered about for many industries. However, this should be the case for the semiconductor industry going forward even further supported by Intel latest forecasts. Likewise, companies such as Hewlett Packard (HPQ), Acer and DELL have all reported improvements inspiring news going into the holiday seasons. semiconductorbottomlines.blogspot.com http://semiconductorbottomlines.blogspot.com/2009/10/semiconductor-industry-improving-bottom.html James Rickman jrickman047 7 7 0 0 September 2009 North America Book-to-Bill Ratio of 1.17 urn:com:businessweek:bx:article:8885199415072604967-877d002f0702a918b171d94e68f90705 2009-10-21T01:56:32.552-04:00 North America-based manufacturers of semiconductor equipment posted $732.8 million in orders in September 2009 (three-month average basis) and a book-to-bill ratio of 1.17, according to the September 2009 Book-to-Bill Report published today by SEMI. North America-based manufacturers of semiconductor equipment posted $732.8 million in orders in September 2009 (three-month average basis) and a book-to-bill ratio of 1.17, according to the September 2009 Book-to-Bill Report published today by SEMI. semi.org http://www.semi.org/en/Press/CTR_032564 Ed Hall ehall064 6 6 0 0 The Battle of the Fantastic Six: Increased Fab Spending in 2010 urn:com:businessweek:bx:article:2254240898391968314-a04ab99cf7847788fe828beb9f59d7d8 2009-09-02T13:20:44.752-04:00 SEMI's World Fab Forecast predicts 64% growth in fab spending for 2010 to reach $24 billion. A large portion (about $14 billion) comes from a handful of companies, the "Fantastic Six," that have announced ambitious investment plans. SEMI's World Fab Forecast predicts 64% growth in fab spending for 2010 to reach $24 billion. A large portion (about $14 billion) comes from a handful of companies, the "Fantastic Six," that have announced ambitious investment plans. semi.org http://www.semi.org/en/MarketInfo/CTR_031576 Ed Hall ehall064 10 9 0 1 New SEMI Standards Released to Combat IC Chip Counterfeiting urn:com:businessweek:bx:article:8885679038947342779-1fe09582822062e2d37f839ee05329ea 2009-10-21T19:10:46.379-04:00 SEMI announces the release of SEMI T20 and subordinate standards SEMI T20.1 and SEMI T20.2, standards designed to facilitate identification of counterfeit IC chips. SEMI announces the release of SEMI T20 and subordinate standards SEMI T20.1 and SEMI T20.2, standards designed to facilitate identification of counterfeit IC chips. semi.org http://www.semi.org/en/Press/CTR_032582 Ed Hall ehall064 1 1 0 0 Presentation: SEMICON Taiwan 2009 – Market Briefing: Semiconductor Equipment, Materials, and Fab Market Outlook urn:com:businessweek:bx:article:5514480858927718915-cf51a8e08a653115794f00c8382a530a 2009-10-02T19:00:39.755-04:00 An overview of the global semiconductor equipment and materials market. Also, includes a summary of the fab activities. This was presented at SEMICON Taiwan in September 2009 by Clark Tseng of SEMI Taiwan. An overview of the global semiconductor equipment and materials market. Also, includes a summary of the fab activities. This was presented at SEMICON Taiwan in September 2009 by Clark Tseng of SEMI Taiwan. semi.org http://www.semi.org/cms/groups/public/documents/web_content/ctr_032174.pdf Ed Hall ehall064 6 6 0 0 Silicon Wafer Shipment to Increase 23 Percent in 2010 urn:com:businessweek:bx:article:2984751311531373512-0c68328f3967afb6bd145f0d7971c1be 2009-10-14T17:15:10.248-04:00 Silicon wafer shipments to the global semiconductor industry will increase 23 percent in 2010 compared to total shipments in 2009, according to the annual silicon wafer shipment forecast announced today by SEMI. Silicon wafer shipments to the global semiconductor industry will increase 23 percent in 2010 compared to total shipments in 2009, according to the annual silicon wafer shipment forecast announced today by SEMI. semi.org http://www.semi.org/en/Press/CTR_032428 Ed Hall ehall064 4 4 0 0 The convergence of handheld gadgets and what it means to you urn:com:businessweek:bx:article:6206088951599466697-62f2c6bec675875ea686b452f127d738 2009-10-15T00:58:42.909-04:00 If you’ve analyzed the handheld market recently it is amazing to see how devices are converging. And you will be surprised to see how fast the market dynamics are changing. Why is the convergence happening? As size of semiconductor chips shrink, you... If you’ve analyzed the handheld market recently it is amazing to see how devices are converging. And you will be surprised to see how fast the market dynamics are changing. Why is the convergence happening? As size of semiconductor chips shrink, you... wp.me http://wp.me/pw0hs-7j Tushneem Dharmagadda tdharmagadda725 3 3 0 0 EETimes.com - What is the cost of fabs and R&D at 22-nm? urn:com:businessweek:bx:article:12351532629964654652-ce41f6e5650bd415f4f3365527950762 2009-10-07T03:30:59.481-04:00 SANTA CLARA, Calif.—What's the biggest challenge for the IC industry? Perhaps it's getting through the current IC downturn. Perhaps it's managing the complex supply-chain. Or searching for ''killer applications.'' Wrong! ''Despite the technical... SANTA CLARA, Calif.—What's the biggest challenge for the IC industry? Perhaps it's getting through the current IC downturn. Perhaps it's managing the complex supply-chain. Or searching for ''killer applications.'' Wrong! ''Despite the technical... eetimes.com http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=220300791# Bruce Einhorn beinhorn468 4 4 0 0 Industry Forecast: Positive Vibrations urn:com:businessweek:bx:article:2254001086439113545-c6efe7b719c3097ca4d77387a74e2d4c 2009-09-02T12:00:14.630-04:00 Three top industry analysts confirmed the recent impression that the global semiconductor downturn has passed the low point and begun its rebound. Bill McClean (IC Insights), Dean Freeman (Gartner), and John Housley (Techcet) discussed the evidence. Three top industry analysts confirmed the recent impression that the global semiconductor downturn has passed the low point and begun its rebound. Bill McClean (IC Insights), Dean Freeman (Gartner), and John Housley (Techcet) discussed the evidence. semi.org http://www.semi.org/en/MarketInfo/CTR_031566 Ed Hall ehall064 5 5 0 0 FT.com / The Monday Interview - Innovative Wang becomes her father’s daughter urn:com:businessweek:bx:article:7850065592934919654-f4a71d06658794f984e30ef888f59d9e 2009-09-03T04:31:11.324-04:00 When Cher Wang enters a roomful of people, they struggle to contain their curiosity. As Taiwan’s richest woman,... When Cher Wang enters a roomful of people, they struggle to contain their curiosity. As Taiwan’s richest woman,... ft.com http://www.ft.com/cms/s/0/4e87ace2-9403-11de-9c57-00144feabdc0.html?nclick_check=1 Richard Brown rbrown413 3 2 0 1 Over 75 SEMICON WEST 2009 Presentations Posted urn:com:businessweek:bx:article:225838143181508816-7589b92862d90ff3911d03104be5f318 2009-07-24T12:22:39.603-04:00 Presentations posted on the Keynotes, Foundry Summit, Packaging Summit, Extreme Electronics and the TechXPOTS presented at SEMICON West last week in San Francisco, CA. Presentations posted on the Keynotes, Foundry Summit, Packaging Summit, Extreme Electronics and the TechXPOTS presented at SEMICON West last week in San Francisco, CA. industryresearchthis.blogspot.com http://industryresearchthis.blogspot.com/2009/07/view-presentations-from-semicon-west.html Ed Hall ehall064 8 8 0 0 Asian Foundries to Lead Capital Expenditure Recovery in Second Half urn:com:businessweek:bx:article:16382702187227359059-af317dc55f803efa2cfd01e9f7f3621f 2009-08-27T12:11:24.658-04:00 This year we witnessed a sharp decline in front-end fab equipment spending, a 26% decline from 4Q 2008 to 1Q 2009 to $3.2B worldwide. However, spending bottoms out in Q2 and we are starting to see signs of improvement from the entire supply chain. This year we witnessed a sharp decline in front-end fab equipment spending, a 26% decline from 4Q 2008 to 1Q 2009 to $3.2B worldwide. However, spending bottoms out in Q2 and we are starting to see signs of improvement from the entire supply chain. stellprod02.semi.org http://stellprod02.semi.org/en/MarketInfo/ctr_031104 Ed Hall ehall064 3 3 0 0 Top 20 global solar photovoltaic companies urn:com:businessweek:bx:article:14596136972416564057-d3de1dac9e6ae3147303f4d56c742f02 2009-03-22T14:33:16.590-04:00 resenting the Top 20 solar photovoltaic companies during Q1-2008. May I add here that I am extremely grateful to iSuppli's Jon Cassell for giving me this opportunity. resenting the Top 20 solar photovoltaic companies during Q1-2008. May I add here that I am extremely grateful to iSuppli's Jon Cassell for giving me this opportunity. pradeepchakraborty.blogspot.com http://pradeepchakraborty.blogspot.com/2008/10/top-20-global-solar-photovoltaic.html Pradeep Chakraborty pchakraborty796 21 21 0 0 North American Semiconductor Equipment Industry Posts August 2009 Book-to-Bill Ratio of 1.03 urn:com:businessweek:bx:article:12563250917058799064-6676e11d75a79217dd43108e19029a8b 2009-09-17T19:05:38.400-04:00 North America-based manufacturers of semiconductor equipment posted $599.0 million in orders in August 2009 (three-month average basis) and a book-to-bill ratio of 1.03 North America-based manufacturers of semiconductor equipment posted $599.0 million in orders in August 2009 (three-month average basis) and a book-to-bill ratio of 1.03 semi.org http://www.semi.org/en/Press/CTR_031881 Ed Hall ehall064 1 1 0 0 Review: AMD, Intel budget chipsets go head to head urn:com:businessweek:bx:article:824378988101914169-a6a9f088d0d2cb3fc731cb37c0d04827 2009-09-16T14:32:55.026-04:00 AMD's 785G and Intel's P55 chipsets vie for dominance in the value PC market. AMD's 785G and Intel's P55 chipsets vie for dominance in the value PC market. computerworld.com http://www.computerworld.com/s/article/9137421/Review_AMD_Intel_budget_chipsets_go_head_to_head Sharon Machlis smachlis691 1 1 0 0 August '09 World Fab Forecast Indicates Fab Spending on Construction/Equipping Expected to Increase urn:com:businessweek:bx:article:17164166190880798862-87788098d27a2d5911d3d2c00a87c568 2009-08-27T11:51:06.372-04:00 Key Highlights of the recently published World Fab Forecast and World Fab Watch fab databases. Key Highlights of the recently published World Fab Forecast and World Fab Watch fab databases. semi.org http://www.semi.org/en/MarketInfo/FabDatabase/ctr_031355 Ed Hall ehall064 3 3 0 0 China vs Taiwan in U.S. Court urn:com:businessweek:bx:article:9651730242679540064-93a9809b3c29999b9ed628cf1f3e1791 2009-09-14T00:43:52.207-04:00 There’s no shortage of lawsuits in the chip industry, where it’s pretty common for semiconductor manufacturers or designers to accuse rivals of intellectual-property theft. Most of the time these cases get settled before going to trial, which is one reason the court battle now underway between TSMC and SMIC is so interesting. There’s no shortage of lawsuits in the chip industry, where it’s pretty common for semiconductor manufacturers or designers to accuse rivals of intellectual-property theft. Most of the time these cases get settled before going to trial, which is one reason the court battle now underway between TSMC and SMIC is so interesting. BusinessWeek Online -- Eye on Asia http://www.businessweek.com/globalbiz/blog/eyeonasia/archives/2009/09/china_vs_taiwan.html Bruce Einhorn beinhorn468 0 0 0 0 SEMI Reports Second Quarter 2009 Worldwide Semiconductor Equipment Figures; Billings Of US$2.69 Billion urn:com:businessweek:bx:article:6662563001595684566-9919e196becd6a8f9aabba6f64957be7 2009-09-09T03:15:33.116-04:00 SEMI today reported that worldwide semiconductor manufacturing equipment billings reached $2.69 billion in the second quarter of 2009. The billings figure is 13% percent lower than the first quarter of 2009 and 66% less than the same quarter a year ago. The data is gathered in cooperation with the Semiconductor Equipment Association of Japan (SEAJ) from more than 125 global equipment companies that provide data on a monthly basis. SEMI today reported that worldwide semiconductor manufacturing equipment billings reached $2.69 billion in the second quarter of 2009. The billings figure is 13% percent lower than the first quarter of 2009 and 66% less than the same quarter a year ago. The data is gathered in cooperation with the Semiconductor Equipment Association of Japan (SEAJ) from more than 125 global equipment companies that provide data on a monthly basis. semi.org http://www.semi.org/en/Press/CTR_031737 Ed Hall ehall064 0 0 0 0 Why China's Chip Industry Won't Catch America's urn:com:businessweek:bx:article:4597577738321705142-b329c2fbe0b040218804d90c5c2da7bd 2009-09-04T19:50:54.872-04:00 In the 1980s, the U.S. was consumed with fear that Japan would become the preeminent power in manufacturing and technology. Those fears never came to pass. Today the same fears are focused on China. The Middle Kingdom appears to be an even more... In the 1980s, the U.S. was consumed with fear that Japan would become the preeminent power in manufacturing and technology. Those fears never came to pass. Today the same fears are focused on China. The Middle Kingdom appears to be an even more... BusinessWeek http://www.businessweek.com/globalbiz/content/sep2009/gb2009093_559266.htm Ray Kwong rkwong113 1 1 0 0 ISA, UK-TI MoU to develop semicon industry urn:com:businessweek:bx:article:14815824200474352646-0afffabe5fd3013470172c5ef47d7c73 2009-09-08T16:54:36.968-04:00 On August 31st, the ISA and the UK-TI will be signing an MoU to extend this relationship further. On August 31st, the ISA and the UK-TI will be signing an MoU to extend this relationship further. pradeepchakraborty.wordpress.com http://pradeepchakraborty.wordpress.com/2009/08/28/isa-uk-ti-mou-to-develop-semicon-industry/ Pradeep Chakraborty pchakraborty796 0 0 0 0