At Semicon West last week (and at The ConFab a few weeks
ago) some key trends were clearly evident in the semiconductor industry.
It’s apparent that the world’s appetite for electronics has
never been greater. That has increasingly taken the form of mobile electronics,
including smartphones, tablets and tablets and the new “phablets.” People want
to watch movies and live sports on their phones. They want their mobile devices
to be “situationally aware” and even capable of monitoring their health through
sensors. That drives higher bandwidth (6G is on the drawing board), faster data
rates and a demand for reduced power consumption to conserve battery life. At
the same time, “big data” and the internet of things (IoT) are here, which drives
the demand for server networks and high performance semiconductors, as well as
integrated sensors and inventive gadgets such as flexible displays and human
biosensor networks.
It’s also pushing the semiconductor manufacturing industry
in new directions. Chip makers typically face tradeoffs between power,
performance, area and cost/complexity (PPAC). For mobile devices, the push is
to low power, high performance, small area and low cost.
For me, one of the main themes of Semicon West was the
demand for mobile devices and how they might impact what has become standard
thinking in the semiconductor industry in terms of scaling, performance, power
and cost.
At Semicon West 2013, Karen Savala, president of SEMI Americas, kicked things off, noting that it was the 43rd year of
Semicon West (32nd consecutive one for me personally). “While much
has changed over the years, the one that has been constant is the power of our
industry to continually drive innovation, to overcome technical challenges and
economic challenges, and develop new processes, new materials and technologies
that continue to move Moore’s Law forward,” Savala said. “2013 is no different.
The industry finds itself at a critical juncture where multiple technology
developments, including 450mm, FinFETs, 3D ICs, advanced materials and
processes, and EUV just to name a few, promise to move Moore’s Law ahead. But
as we have done before, we will address these challenges, bring new
technologies to market, and continue to amaze the world with the power of our
collective innovation.”
This incredible growth is driving new dynamics, said Manocha, and pushing the industry to the new technology node each year, which is presenting the industry with what Manocha deems the Big Five Challenges. Manocha believes these challenges are: cost, device architectures, lithography and EUV, packaging and the 450mm wafer transition. I don’t recall when cost wasn’t an issue, but an audience poll revealed that most people believe economic challenges will be the main factor limiting industry growth, not technical challenges, so cost moves to the top of the list.
After his talk, Ajit was presented with the “SEMI Outstanding EHS Achievement Award — Inspired by Akira Inoue” by Denny McGuirk, president and CEO of SEMI. During Semicon West, SEMI also honored 14 industry leaders for their outstanding accomplishments in developing standards for the microelectronics and related industries
Part of “the buzz” at the show was the rosy prediction issued
by SEMI about growth in capital equipment for next year. SEMI forecasts semiconductor
equipment sales will reach $43.98 billion in 2014, a 21 percent increase
over estimated 2013 equipment spending, according to the mid-year edition of
the SEMI Capital Equipment Forecast, released during the show.
Lots more to cover, so stay tuned. In the meantime, check
out our other coverage of Semicon West at our dedicated landing
page.
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