The settlement this week between TSMC and GlobalFoundries appears to be a David vs. Goliath victory with the smaller foundry gaining access to TSMC patents for years. TSMC may have simply “thrown a bone” to GlobalFoundries (GF), which has no ability to use the most valuable of those patents because it dropped out of the…
At the end of August, GlobalFoundries sued TSMC and 20 of its customers — including three distributors– for infringing 16 of its patents. The almost-inevitable countersuits landed Monday night. TSMC has charged GF with ongoing infringement of 25 of its patents. The remedies TSMC is seeking include injunctions to force GF from continuing to manufacture…
U.S. companies continue to dominate fabless IC sales, according to IC Insights, holding 68 percent of market share with contract fab services. China has gained market share in the fabless IC market, increasing to 13 percent in 2018 from 5 percent in 2010. In 2018, IC Insights reported, four of the top five fastest growing…
Editor’s note: The IoT and the industrial IoT (IIoT) provide the capability for all stakeholders in the electronics supply chain to seamlessly connect and share critical data. Visibility from the moment a component begins production through its end-of-life is possible through these leading-edge applications. But there are also real dangers to the networks that link supply…
Research and Markets has announced the addition of the “Integrated Passive Devices (IPD) Market, 2014-2025” report to their offering. The global integrated passive devices (IPD) market is expected to reach USD 2.64 billion by 2025. The growing demand for wireless, electronic, handheld devices is presumed to drive the market growth over the forecast period. IPD, such as RF…
The top 20 semiconductor companies are expected to increase their sales by three percent in 2016, according to a new IC Insights report. This is two percentage points higher than the market research firm’s worldwide semiconductor market forecast for 2016. The report also finds that five of the top 20 – Nvidia, MediaTek, Apple, Toshiba,…
New product developments in the GaN power market, including the commercialization of 600-V GaN devices and new GaN power ICs, are expected to drive growth over the next few years. The market is forecast to reach $280 million in 2021, up from less than $10 million in 2015, according to Yole Développement (Yole). The GaN power…
Despite a small increase in bill-of-materials cost, the new Xbox One S delivers for consumers in terms of improved performance and features, according to preliminary results from the Teardown Analysis Service at global business information provider IHS Markit (Nasdaq: INFO). The combined hardware and manufacturing cost of the new Xbox One S game console from…
Semiconductor capital spending is expected to increase in the second half of 2016, driven by three top spenders – Samsung, TSMC, and Intel, according to IC Insights. This will translate into spending in the positive range after declining by two percent in 2015. Capital spending in the semiconductor industry is expected to increase by three…
I recently had a conversation with Wade McDaniel, vice president of supply chain solutions for Avnet Velocity. The discussion was centered on the many layers of risk management, and a few things stood out from a presentation McDaniel provided. It was a map of earthquake-prone areas of the world. The image stands out in my…