Semiconductor Manufacturing

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Detailed information on the manufacturing of semiconductors by both pure play foundries and IDMs. Includes data analysis and insights critical to companies operating in this dynamic value chain.
Insights

Analyst Insights View All (9)

  • Wayne Lam | September 21, 2016
    After months, if not years, of whispers about a significant LTE thin modem design win, Intel’s 3rd generation XMM7360 CAT-9 modem was discovered inside certain models of the latest Apple iPhone 7 and 7 Plus. This was the first time since the iPhone 4 in 2010 that Intel (then Infineon) had a design win in the premier smartphone brand; back in a time when the iPhone was still a carrier exclusive device to AT&T.
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  • Dan Panzica | May 11, 2016
    Four data points do not a trend make, but…… April single-month and year-to-date consolidated revenues for the major Taiwan-based outsourced manufacturing providers were well behind IHS estimates. This is the fourth consecutive month of declining revenues year-over-year.
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  • Dan Panzica | March 22, 2016
    On March 10th Foxconn reported February’s consolidated revenue of NT280.64 billion which was a 0.22% year-over-year increase from February, 2015. However, the first two months of 2016, consolidated sales revenue was down -8.55% on a year-over-year (Y/Y) basis. Alarmingly, the Y/Y consolidated revenue performance of the other leading Taiwanese EMS/ODM companies’ yields similar results........
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Data

Data View All (4)

  • Len Jelinek | November 03, 2016
    The Semiconductor Silicon Forecast Tracker provides a long-term view of silicon demand by both technology and wafer size for silicon manufacturers, equipment manufacturers, Integrated Device Manufacturers (IDMs) and foundries.
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  • Len Jelinek | October 27, 2016
    Integrated device manufacturers have maintained that although they do not manufacture leading edge CMOS technology they remain as key providers of technology used in all electrical systems. The key issue emerging is how long will that statement actually be true?
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  • Len Jelinek | October 12, 2016
    This easy-to-use database tool will provide users with an overall view for silicon demands by technology - Memory, Logic, Analog, Discrete, Microcomponents, as well as by wafer size -- 4-inch, 5-inch, 6-inch, 8-inch and 300mm.
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Press Releases

Press Releases View All (3)


Analysts View All (4)

  • Icon Senior Director, Semiconductor Manufacturing
    Len Jelinek has focused his research on capacity management and technology transitions within the semiconductor industry. He works with clients to access individual corporate strategies that may be impacted by additional wafer manufacturing capacity in China as well as other global locations.
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