The latest news and information on semiconductor manufacturing business and market research, including company revenue reports, mergers & acquisitions, industry forecasts, and market research reports.
SIA Forecast: 2009 Down Almost 6% Laura Peters, Editor-in-Chief - 11/20/2008
Although visibility is limited by current questions about consumer confidence, the Semiconductor Industry Association announced yesterday its predictions of a 5.8% decline in chip sales next year. More
Industry Downturn No. 11 Won’t Be as Bad as No. 10 Staff - 11/20/2008
Though chip market contraction is inevitable for 2009, according to Future Horizons’ Malcolm Penn, it will not be a repeat of the deep, drawn-out industry downturn of 2001.
More
KLA-Tencor Announces Job Cuts Staff - 11/18/2008
The process control and yield management tool supplier plans to cut ~15% of its workforce by the middle of next year in response to reduced demand.
More
MEMC Lowers Q4 Guidance Numbers Staff - 11/17/2008
Wafer manufacturer MEMC has lowered revenue expectations for the fourth quarter from $540M-$600M to $475M-$525M.
More
Everspin Takes MRAM Up a Notch David Lammers, News Editor - 11/13/2008
Everspin Technologies said it has moved its MRAM production to a 130 nm process for its newest 4 Mb products. The Freescale spin-off is pursuing a “somewhat different” strategy than Freescale’s original plans for MRAM technology, said Everspin COO Saied Tehrani.
More
Applied Materials Sees Sharp Order Reductions, Plans Layoff of 1800 Workers David Lammers, News Editor - 11/12/2008
Applied Materials will lay off ~1800 employees as demand for equipment continues to drop. Although fiscal fourth quarter performance exceeded expectations, Applied saw a 30% reduction in orders during the quarter ending Oct. 26. CEO Mike Splinter said he is seeing “a rapid slowdown in many of our customers’ investment plans.”
More
IBM Offers 45 nm SOI Foundry Solution David Lammers, News Editor - 11/10/2008
IBM is offering a 45 nm SOI foundry solution to customers seeking to reduce active power consumption. ARM developed an SOI standard cell library, in conjunction with SOI wafer vendor Soitec, that eases SOI designs. Chartered will provide a second-source foundry capability for high-volume SOI customers.
More
China’s Chip Industry Facing Challenges David Lammers, News Editor - 11/06/2008
China’s semiconductor industry has reached a plateau, with local design houses finding it hard to reach the critical mass enjoyed by U.S. fabless companies such as Broadcom, speakers said at the SEMI International Trade Partners Conference this week. On the chip manufacturing side, competition is getting tougher, analysts said, leading China’s government to favor subsidies for solar companies.
More
Views on News David Lammers, News Editor, Semiconductor International November 7, 2008 Big Wafers, Big Prices
Dean Freeman, the Gartner semiconductor equipment analyst, threw out a zinger when he... More
Views on News David Lammers, News Editor, Semiconductor International October 23, 2008 When Is No Really a No?
An executive at a major IC manufacturer likes to tell the story about a meeting in 19... More
Extreme Outsourcing Kevin Brewer, Senior Vice President of Worldwide Operations Axcelis Technologies Inc. Beverly, Mass., 10/01/2008 Imagine ordering a new car in the not too distant future. Soon after you place your order, delivery trucks pull into your driveway and begin unloading packages containing the engine, chassis, transmission and other parts. Automotive technicians arrive and begin to assemble the various components....
Profitless Prosperity Tom Mariano, Vice President, Industrial Equipment Practice, Foliage, Burlington, Mass., www.foliage.com, 09/01/2008 The semiconductor industry may be heading into an "era of profitless prosperity," according to Stephen Newberry, president and CEO of Lam Research Corp. (Fremont, Calif.), in a recent SEMI Industry Strategy Symposium presentation. Since 2003, the price per bit/function has been declining faster than the cost per bit/function, creating a situation of widespread profit erosion in the industry....
The Power of Pricing Management Scott Grant, Global Managing Director, Accenture, Phoenix, www.accenture.com, 08/01/2008 Once characterized by strong revenue growth and wide margins, the semiconductor industry is experiencing profound changes. Today, margins are eroding and the number of products and markets that semiconductor companies — particularly integrated device manufacturers (IDMs) — must manage is mushrooming....