The semiconductor industry struggles to control water use

Intel, the semiconductor manufacturer, recently released its 2011 sustainability report and the news, in terms of water, wasn’t good. They’ve failed to meet their water reduction goal: While water use per chip is down 6% from 2010, it’s up 12% from 2007, the baseline year. The new goal is to achieve 2010 per chip water use by 2020; they’ve given themselves a higher bar and double the time to reach it.

Further, total water use in 2011 was up 11% from 2007, from 7.5 to 8.3b gallons, a trend attributed to the ‘increasing complexity of manufacturing processes.’ And this is despite the fact that the company has spent over $100m since 1998 on water efficiency efforts.

Intel isn’t the only big company in the water intensive semiconductor industry to show disappointing water reduction results. IBM, renown for their impressive water efficiency work at their Burlington, VT plant, where advanced analytics and infrastructure upgrades reduced water use 27%, and their foray into the smart water business, reported that their total water use in 2010 was up 3% over 2009.

Read More

Global Semiconductor Sales Grow at Fastest Rate in Almost Two Years on Sequential Monthly Basis, Top $24 Billion for First Time in 2012

 

The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing and design, today announced that worldwide sales of semiconductors reached $24.1 billion for the month of April 2012, a 3.4 percent increase from the prior month when sales were $23.3 billion. This marks the largest month-over-month growth for the industry since May 2010. However, sales from April 2012 were 2.9 percent below the April 2011 total of $24.8 billion. Further, 2012 year-to-date sales totaled $93.7 billion, a decrease of 5.9 percent from the year-to-date figures at the same time last year ($99.5 billion). All monthly sales numbers represent a three-month moving average.   

“The outlook for the global semiconductor industry continues to be one of cautious optimism,” said Brian Toohey, president & CEO, Semiconductor Industry Association. “We are beginning to see an encouraging trend of modest, sequential growth and we anticipate this trend will continue during the rest of this year, with stronger growth predicted for 2013 and beyond. But that optimism continues to be tempered by macroeconomic factors.”

Read more

 

Read more here: http://www.sacbee.com/2012/06/05/4540505/global-semiconductor-sales-grow.html#storylink=cpy

Saratoga will host global semiconductor industry group

Executives of global semiconductor companies will be in Saratoga County on May 24-25 to make trade policy recommendations to their governments and set environmental goals.

The World Semiconductor Council is hosting its 16th annual meeting at the Saratoga Hilton at City Center, the Canfield Casino and TEC-SMART in Malta. It is expected to draw 100 attendees from the semiconductor industry.

The council is a coalition of semiconductor associations from the United States, China, Europe, Japan, Korea and Taiwan.

Read More

Why the semiconductor industry will rise again

People ask me is there something wrong with the semiconductor industry if apparently good companies with good technologies such as SiliconBlue Technologies Inc. and PicoChip Ltd. are being sold for less than the venture capital invested in them over several years.

I don’t think there is anything fundamentally wrong with the semiconductor industry – but it is in a process of resetting approaches to the market and technology, expectations of investors and transforming itself from something that was just hitching a ride down the escalator of Moore’s Law in a race towards the bottom.

What had happened is that many protagonists had got hooked on Moore’s Law as a way to get superior performance and reduced unit cost and therefore as a way of making sales by displacing their rivals. This made sense in the past and started in a time when chip companies all made similar building-block components. So, for those chip companies back in the day, the added value was not in the design but in the manufacturing expertise.  

Read More

QWx0YWlyIFNlbWljb25kdWN0b3IgUmVsZWFzZXMgUHJvZHVjdGlvbiBUZXN0IFRvb2wgQmFzZWQg b24gdGhlIFJvaGRlICYgU2Nod2FyeiBDTVc1MDAsIE9wdGltaXplZCBmb3IgVGVzdGluZyBNb2Jp bGUgVGVybWluYWxzIEVxdWlwcGVkIHdpdGggQWx0YWlyIExURSBDaGlwc2V0cw==

Product Was Developed to Meet Growing Requirements of Altair’s OEM/ODM Customers Transitioning into Mass Production

Altair Semiconductor ( http://www.altair-semi.com ), the world’s leading developer of ultra-low power, small footprint and high performance 4G LTE chipsets, and Rohde & Schwarz, announced today the release of a production line tool that enables effective testing of LTE terminals built on Altair’s FourGee chipsets.

The introduction of the production tool comes in response to Altair’s growing number of OEM and ODM customers currently transitioning into mass production. As LTE gains momentum around the world, demand for production tools that can quickly and effectively test LTE terminals is greatly increasing.

“The functional interaction of the Altair 4G LTE chipset and the R&S test equipment provides high value to the cost sensitive production market,” said Terje Schröder, Managing Director of Global Customer Management at Rohde & Schwarz. “We are looking forward to expanding our relationship with Altair to meet the demand of the increasing numbers of their terminal vendors, introducing LTE products to the market.”

Read More

Movidius raises $9 million from Celtic House, others

Fabless mobile multimedia chip company Movidius Ltd. has raised $9 million in a Series C round of venture capital funding. The funds have come from all the existing shareholders. including Celtic House Venture Partners, Capital E, Emertec Gestion and AIB Seed Capital Fund.

Combined with previous investment rounds this brings the total investment raised to more than $30 million since the company was founded in 2005.

Movidius (Dublin, Ireland) said it would use the money to develop “revenue growth” as it continues deployments of its Myriad platform to customers in the mobile phone and consumer electronics markets.

When Movidius started out it pitched itself as a company that would allow editing of user-generated content on smart phones. The Myriad 3-D platform combines a multicore multimedia processor with application software that the company sees being used for autostereoscopic 3-D multimedia capabilities including real-time 2-D to 3-D conversion of video, high-definition 3-D video capture and HD 3-D display.

Read More

Triquint Semiconductor Stock Hits New 52-Week Low

Triquint Semiconductor (Nasdaq:TQNT) hit a new 52-week low Friday as it is currently trading at $4.64, below its previous 52-week low of $4.66 with 790,259 shares traded as of 10:17 a.m. ET. Average volume has been 6.7 million shares over the past 30 days. 

Triquint Semiconductor has a market cap of $832.8 million and is part of the technology sector and electronics industry. Shares are down 59.3% year to date as of the close of trading on Thursday.

TriQuint Semiconductor, Inc. provides radio frequency (RF) solutions and technology for communications, defense, and aerospace companies worldwide. The company has a P/E ratio of 9.8, equal to the average electronics industry P/E ratio and below the S&P 500 P/E ratio of 17.7.

Read More

Semiconductor Co. InvenSense Opens Up 10.7% Post-IPO

Motion processing semiconductor firm InvenSense Inc. (INVN) made modest gains in early trading during its first day of trading as a public company Wednesday.

The company’s shares opened at $8.30 a share on the New York Stock Exchange, up 10.7% from its initial public offering price of $7.50. It sold 10 million shares at the lower end of its expected $7 to $8.50 range.

Based in Sunnyvale, Calif., InvenSense makes motion sensing and processing chips for use in consumer electronic devices such as Nintendo Co.’s (7974.OK, NTDOY) Wii, portable video games, smartphones and computer tablets.

The company’s products combine motion sensors such as accelerometers and gyroscopes with mixed-signal integrated circuits to detect complex motion across multiple axes.

One risk facing InvenSense is its dependence on Nintendo for about 73% of its net revenue in fiscal 2011, which ended in March, and on the Wii, which is declining in sales.

Read More

VGhlIGluZHVzdHJ54oCZcyBtb3N0IHJlc3BlY3RlZCBlbWVyZ2luZyBzZW1pY29uZHVjdG9yIGNv bXBhbmllcyBkcml2ZSBncm93dGggaW4gdHVyYnVsZW50IHRpbWVz

The most recent wave of economic woes and rising consumer pessimism has impacted the global electronics sector to the point where many analysts have cut semiconductor revenue forecasts for 2011. While it can prove to be nearly impossible to predict whether the economy will begin to stabilize or continue to decline, emerging semiconductor companies have positioned themselves to become the primary drivers of what has recently been deemed a tepid industry.

Each year, GSA recognizes the industry’s most respected emerging public semiconductor companies at its Annual Awards Dinner Celebration held in Santa Clara, California. In September, industry peers, suppliers, customers and pundits were asked to cast a vote for the emerging public semiconductor company they most respect in terms of vision, strategy, execution and future opportunity. The following article analyzes the financial status of the top 15 voted emerging companies, including the top three nominees Cavium, NetLogic Microsystems and Silicon Laboratories.

Cavium Inc. (NASDAQ: CAVM), a provider of highly integrated semiconductor products that enable intelligent processing for networking, communications and the digital home, saw Q3’11 revenues consistent with reduced financial outlooks released in September. Though weaker than desired, Syed Ali, president and CEO of Cavium, stated, “We continued to experience high levels of design win activity across multiple product families and we are confident that we are well positioned for the future.” While revenue decreased 5.4% quarter-over-quarter (QoQ), Cavium experienced 22.7% year-over-year (YoY) revenue growth in Q3 and expects revenue to increase between 18% and 20% in Q4 over the prior quarter. 

Read More

450 mm Development Cost: $25 to $40 Billion

 

In the most complete, public discussion to date on the scope and character of the 450 mm wafer transition,  representatives of SEMATECH, policy-makers from the European Commission, industry consortia, and technology suppliers met to discuss the implications of 450 mm transition at SEMICON Europa on October 13-14, in Dresden, Germany.  Among the highlights of the 2-day session was the 450 transition price tag estimated by speakers at $25-$40 billion, much of it centered at the Global 450 Consortium (G450C), perhaps with little room for other industry consortia or non-G450C participants. 

According to Tom Jefferson, 450 program manager at SEMATECH, by mid-2013 to early 2014, a complete 450 mm production line will be established in New York containing 50 different tool types.  The objective of the pilot line will be to develop data to support the purchase of production-line tools and it is unlikely that non-participants in G450C will be favorably considered for 450 production lines.  According to many speakers–like the case with 200 mm tools during the 300 mm transition–when 450 mm reaches production, significant 300 mm development will cease.

Read More