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The world's chipmakers are failing to meet an international target to achieve net-zero carbon emissions by 2050, experts told EE Times. The first milestone is for emissions to peak in 2025 and steadily fall, one said.
EE Times
A weak memory market and US sanctions on China semiconductor producers are driving factors behind the expected 19% drop in semiconductor capital spending in 2023.
IC Insights
The growth is expected to temper in 2023 due to challenging macroeconomic conditions but is forecast to rebound in the years that follow on strong demand for semiconductors used in data center, automotive and industrial applications.
SEMI
Semi Korea, the local organizer of Semicon Korea, on Friday canceled the nation's semiconductor show due to mounting concerns over the new coronavirus.
Korea Herald
"The geopolitical risk is a major uncertainty," says Lung Chu of SEMI China, an industry association.
CNBC
SEMI membership will give Audi access to SEMI core competencies in developing international standards and harmonizing technology roadmaps and enable the automaker to leverage the global SEMI platform to promote industry alignment across supply-chain segments.
SEMI
With 83% of Samsung's semiconductor sales being memory devices last year, the memory market downturn is expected to drag the company's total semiconductor sales down by 20% this year. Although Intel's semiconductor sales are forecast to be relatively flat in 2019, the company is poised to regain the number 1 semiconductor supplier ranking this year, a position it held from 1993 through 2016.
IC Insights
The Kumamoto Prefecture is relatively small, contributing only 1.1% of Japan's GDP. But it is home to several semiconductor production plants and is sometimes called Japan's Silicon Island.
Barron's
Samsung's chip capex was $13-13.5 billion last year and will be $11.5 billion this year estimates Srini Sundararajan at Summit Research.
Electronics Weekly
While ASE and SPIL are still ahead of their Chinese competitor, with 34% and 21% market share respectively, China's aggressive push is worrying.
Barron's
"Our checks indicated that Samsung planned to increase the 28nm node starts to a target level of 40,000-50,000 wpm in September, from 6,000 to 7,000 in May. But our recent checks are indicating that the semi material suppliers have been recently caught off guard with a sudden change of production plans at this site."
Barron's
Fab equipment spending for front-end facilities is expected to be flat in 2013, remaining around US$31.7 billion, increasing to US$39.3 billion in 2014 - a 24% increase.
SEMI
Wireless is set to be the leading growth segment for semiconductor spending among original equipment manufacturers (OEMs) in 2013, with expenditures rising by a double-digit margin to support the burgeoning markets for smartphones, tablets and mobile infrastructure gear, according to IHS iSuppli.
Company release
The billings figure is 4% lower than the first quarter of 2012 and 13% lower than the same quarter a year ago, while the bookings figure shows decreases of 10% on year and 4% on quarter, according to SEMI.
SEMI
SEMI has announced the introduction of 450 Central (www.semi.org/450), a web-based information service to help the semiconductor industry efficiently transition to 450mm-ready solutions and keep the industry informed of important news and perspectives on 450mm wafer processing.
SEMI
The first production semiconductor fabs to use 450mm wafers are projected to commence operation in 2017, according to Christian Dieseldorff, a senior analyst with the fab tool vendor trade group SEMI's industry research and statistics group.
EE Times
The global semiconductor materials market increased 7% in 2011 compared to 2010, with record revenues in 2011 of US$47.86 billion.
SEMI
After several years of rapid capacity expansion driven by high-brightness LED used in TV backlighting applications, a 40% decline in world metal organic chemical vapor deposition (MOCVD) purchases in 2012 will reduce overall LED equipment spending for the first time in over five years.
SEMI
The event was postponed due to the ongoing recovery efforts in the wake of the Great East Japan Earthquake and at the request of Japanese government agencies to help conserve energy resources during the summer months. SEMICON Japan 2011 is now scheduled for December 7-9 in the same venue as PVJapan.
Company release
"Silicon shipments reflect the tremendous recovery experienced by the semiconductor industry this year," said Stanley Myers, president and CEO of SEMI. "While current data suggest that growth rates are moderating, we expect that the industry will continue to be positive for the next two years."
Company release
The mid-year edition of the SEMI Capital Equipment Forecast predicts that sales of global semiconductor equipment are growing in all regions in 2010. Taiwan is again, projected to be the largest market with US$9.18 billion.
EuroAsia Semiconductor
At the beginning of this year, it was clear that only a few companies would spend more than US$1 billion each in 2010. This has suddenly changed: some companies have announced record levels of capex plans.
Company release
The company is making its SolarMagic technology available as a chipset that can be integrated into the junction boxes of solar panels. Until now, the power optimizer hardware, first introduced a year ago, was available as an add-on product.
CNET
A recent research by SEMI indicates China is committed to narrow the gap between its IC production and consumption. "In addition to investments in the macro economy, the Chinese government also remains the biggest investor in the semiconductor industry in China..."
EETimes Europe
"We need to find a European solution, and to back it up with the EU is a challenge — it takes time and if we wait too long, some of these companies might not exist anymore," said Heinz Kundert, president of SEMI Europe. Kundert said that the full-scale rescue of Qimonda would be quite difficult. "These projects are too big to be solved by one company or a single nation."
Semiconductor International
Unlike the SEMI Worldwide Semiconductor Equipment Market Subscription (WWSEMS) data, the World Fab Forecast and its related Fab Database reports track any equipment needed to ramp the fab, upgrade, expand, or change its wafer size regardless if it is new equipment, used equipment, or transferred equipment, while WWSEMS tracks only new equipment.
Solid State Technology
The semiconductor industry cannot afford the R&D costs for both shrinking transistors and moving to 450mm wafers according to a report from Equipment Productivity Working Group (EPWG) of SEMI, the trade body of the semiconductor production equipment manufacturing industry. "450mm wafer scale-up represents a low-return, high-risk investment opportunity for the entire semiconductor ecosystem 450mm should, therefore, be an extremely low priority area for industry investment," said the SEMI report.
Electronics Weekly