Smith Market Blog

Manufacturing Flourishes in a Newly Reformed India

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Written by Mark Bollinger on Thursday, 28 May 2015

Modern India, governed by the new Prime Minister Narendra Modi, has seen growth in electronics manufacturing of late. Structural reforms introduced in the country and a recent decline in oil prices have contributed to an increased budget, a booming Bombay Stock Exchange, and stronger finances overall.

Read more: Manufacturing Flourishes in a Newly Reformed India

   

OTC 2015 Reflects Renewed Industry Focus in Spite of Subdued Showings

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Written by Amanda Pate on Wednesday, 06 May 2015

With the dive in crude oil prices we’ve seen in the last few quarters, it’s understandable that the environment at OTC – the premier international oil and gas gathering, attracting 100,000 attendees from more than 130 countries worldwide – has been somewhat more subdued than in previous years. The last several months have been a time of drawing back and regrouping for the O&G industry, and nowhere is this more evident than at this year’s Offshore Technology Conference.

Read more: OTC 2015 Reflects Renewed Industry Focus in Spite of Subdued Showings

   

Chips Pushing Smaller Architectures as 14nm FinFET Gains

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Written by Lisa Ann Cairns, Ph.D. on Thursday, 30 April 2015

This week, EETimes reported that United Microelectronics Corp (UMC) announced that they will skip the 20nm node in order to focus on providing customers with 14nm FinFET tapeouts before the end of 2015. UMC is now the second-largest chip foundry, meaning that this move is important in further establishing the architecture norms for the industry.

Read more: Chips Pushing Smaller Architectures as 14nm FinFET Gains

   

Smart Devices Continue to See Strong Demand Across Markets

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Written by Lisa Ann Cairns, Ph.D. on Tuesday, 28 April 2015

Earnings reports are really not just the stuff of economists or investors, they give us important data points to gauge what is happening in companies and how their market strategies are faring, and particularly how much demand different classes of devices are seeing. These results, in turn, give us real information to determine the opportunities and challenges along the global supply chain, and in particular, individual industries such as the semiconductor and electronics industry. For our industry, the first quarter of 2015 (1Q15) has been a continuation of the 2014 market, strength in demand and revenue for smart devices, and new opportunities still gaining momentum by region and by device category.

Read more: Smart Devices Continue to See Strong Demand Across Markets

   

When It Comes, 3D NAND Will Be Here to Stay

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Written by Brent Topa, International Account Representative on Thursday, 23 April 2015

Just a little over a month ago, Micron and Intel announced a partnership to manufacture a line of 3D NAND based solid state drives (SSDs). While this is a possible end result of lowering overall SSD pricing on high-capacity (1TB-4TB) consumer drives, Micron is also poised to offer very price-competitive 3D triple-level cell (TLC) NAND in hopes of gaining a large share of the NAND market.

Read more: When It Comes, 3D NAND Will Be Here to Stay

   

Getting to a Sustainable Future

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Written by Robert G. Ackerley, Co-Founder & Director on Wednesday, 22 April 2015

Earth Day 2015 offers us a time to reflect upon the thin biosphere surrounding the planet, that most important niche that we depend upon for our existence. At Smith, we realize the significance of the challenges that we face, and, through our actions, we support many efforts to create a sustainable future, including renewable energy, recycling, and repurposing.

Read more: Getting to a Sustainable Future

   

How Can We Improve the Handling of Electronics Waste? Global Services offers solutions

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Written by Lisa Ann Cairns, Ph.D. on Tuesday, 21 April 2015

Equipment refresh cycles are the lifeblood of tech but what drives growth and revenue for the semiconductor and electronics industry is also an environmental challenge. The electronics industry is known for the rapid rate of improvement and ever-shorter life-cycles for end products. Electronic waste (e-waste) is a real issue because of the hazardous materials used, bulk and danger when deposited into landfills, the impossibility of decomposition, and most importantly, the real threats to human health and life as well as pollution when scavenged by hand as happens far too often.

Read more: How Can We Improve the Handling of Electronics Waste? Global Services offers solutions

   

Earth Week Thoughts Turn to Environmental Risk Management for the Semiconductor Supply Chain

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Written by Mark Bollinger on Friday, 17 April 2015

Risk management is a staple of good supply chain and business strategies, and disruptions are, unfortunately, part and parcel of the global semiconductor supply chain, at some point affecting each of us. Environmental issues have affected weather patterns, intensifying extremes and forcing us to deal with some serious issues and risks – presently the building drought issues in Taiwan, western United States, and Brazil are on the top of global concerns across industries. For the semiconductor industry, these are serious risks to our supply chain, particularly for chip manufacturing which is a water intensive process. Next week, I will be contributing to an Earth Week series for Electronics Purchasing Strategies looking at these issues and strategic considerations to best prepare for disruptions. The following is a preview of the discussions.

Read more: Earth Week Thoughts Turn to Environmental Risk Management for the Semiconductor Supply Chain

   

Consolidations and Competition Drive New Collaborations and Global Service Demands

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Written by Lisa Ann Cairns, Ph.D. on Tuesday, 14 April 2015

One sign of a healthy industry, beyond volume sales and revenue, is positive activity within and along the supply chain, notably consolidations (Mergers & Acquisitions (M&A)) that strengthen and extend the core competencies of businesses for greater market reach. Certainly the past few quarters have evidenced this trend of M&A and market extensions which is confirmed in the results from our Annual Smith Global Supply Chain Survey (available soon as Free Download from Smithweb.com) that relate these challenges and the new strategic partnerships being formed.

Read more: Consolidations and Competition Drive New Collaborations and Global Service Demands

   

Semi Growth Strong with Embedded ICs and Sensors for IoT and Wearables Drivers

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Written by Lisa Ann Cairns, Ph.D. on Thursday, 09 April 2015

The expansion of IoT and the wearable device market has significantly added not only to general semiconductor growth but, especially, to the demand for embedded ICs and sensors, as smart, connected devices are the demand drivers across products and markets, including the key growth areas of health, medical, industrial, and consumer. With this growth has come the realities of economic demand trends, increased volume which has pushed down average selling prices (ASPs) and more price declines in the face of volume increases is expected, as IC Insights recently forecasted.

Read more: Semi Growth Strong with Embedded ICs and Sensors for IoT and Wearables Drivers

   

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