Author Archives: david manners

Is there too much capex?

  Semiconductor makers are planning strong capex growth in 2022, says Semiconductor Intelligence (SI). According to IC Insights, 13 companies plan to increase CapEx in 2022 by over 40% from 2021. The largest CapEx for 2022 will be from TSMC at $42 billion, up 40%, and Intel at $27 billion, up 44%. IC Insights is ...

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UMC upbeat on demand

UMC co-president Jason Wang told the company’s Q1 earnings call thstit was still struggling to meeet demand. “For the overall 2022, it still remains a challenge for us to meet the aggregate demand from our customers,” said Wang, “we are still seriously undersupplied to our customers.” last year, Wang said UzmC would invest $3?4 billion over ...

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Spartan migration competition

element14 has announced the “7 Ways to Leave Your Spartan-6” FPGA competition to help teach element14 Community members about the migration from the Spartan-6 to the Spartan-7 FPGA amid current parts shortages. element14 community members will have time till July 7, 2022 to play along in the competition to win prizes including a Samsung Galaxy Book ...

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Toshiba adds to MCUs

Toshiba has started mass production of 21 40nm MCUs in the M3H group of  the TXZ+ Family Advanced Class. The M3H group includes an ARM Cortex-M3 core running at speeds up to 120MHz, integrated 512kB (max.) code flash, and 32kB data flash memory with 100k write cycle endurance as well as 64kB of RAM. The chips ...

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TI adds to glut fears

Following the fall in GPU prices which sent Nvidia and AMD shares tumbling, TI has now raised fears that analogue ICs could be headed the same way. TI announced that its Q2  revenues and profits will be below market analysts’ expectations. “TI’s second quarter outlook is for revenue in the range of $4.20 billion to ...

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Semi consolidation sees top ten with 57% market share

The top ten 10 Companies now hold  57% semiconductor  global market share, says IC Insights. In 2021, five of the top 10 semiconductor companies were fabless suppliers.  In 2008, there was one fabless company in the ranking; in 2000, there were none, says IC Insights’ 2Q Update to The McClean Report 2022.  It presents an analysis of ...

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Silicon Valley ‘kind of overrated’ says New York Governor

Wolfspeed  has opened a 200mm SiC fab in Mohawk Valley, Marcy, New York. “There’s a little place far, far away called Silicon Valley. You ever hear of that? Yeah, it’s kind of overrated. I want to be the first to welcome you to ‘Silicon Carbide Valley,’ because this is the future,” said New York Governor, ...

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Digi-Key signs RFX

Digi-Key has signed a global distribution agreement with RFX Group and carry RFX’s range of precision low phase noise OCXOs and PLL Oscillators. A previous recipient of a ‘Queen’s Award for Innovation’, RFX’s products are used in a multitude of worldwide applications including GPS Satellite Navigation Systems, Satellite Positioning Systems, Mobile Telephone Base Stations, System ...

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Arm adds to IoT portfolio

Arm has added to its Total Solutions for IoT portfolio by launching the Arm Cortex-M85 processor and by expanding Arm Virtual Hardware to more platforms, including third party  devices, to make the development process more accessible. Total Solutions is is based on Arm Corstone – a pre-integrated, pre-verified IP subsystem that freessilicon designers to focus ...

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Imec ramps up High-NA patterning development

Imec has made significant progress in preparing the High-NA patterning ecosystem for the imec-ASML Joint High-NA Lab, which will be centred around the first 0.55NA extreme ultraviolet (EUV) lithography prototype tool. Advances are reported in developing patterning and etch processes, in screening new resist and underlayer materials, in improving metrology and in photomask technology. “Imec is ...

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