MW Quarterly Archive
From Our Market Blog
Vol. 3 No. 2, 2009
The $787+ Billion Question: Will semi be stimulated?
While the positive effects of China and Japan's economic stimulus packages are already being felt by the semiconductor supply chain and tracked by analysts, the U.S.'s packages have not yet gained momentum. Will the semiconductor industry be further propelled by the federal programs? And if so, when, which sectors, and who along the supply chain stand to benefit?
Read more: The $787+ Billion Question: Will semi be stimulated?
Redrawing the Lines: What’s driving component growth
Today's demand-sparse economies have shifted the influence of market drivers to favor the user's feature demands of end-products. These new market dynamics have spurred exciting and interesting R&D paths, changes to chip design, and new strategies for product adoption and market share increases. Of course, these changes also usher in a new competitive arena for end-products and for all companies along the supply chain.
Read more: Redrawing the Lines: What’s driving component growth
The Small Revolution: MEMS is a game changer
The third major transformation is dawning. With the successful proliferation of nanotechnology and architectural engineering, MEMS are the component set of tomorrow. While MEMS commoditization is underway due to a confluence of variables, MEMS+IC designs are proliferating and challenging some tenets and traditional designs and packaging in the semiconductor industry.
Sector Briefs: Tracking Memory
Memory continues to be in a volatile period showing swings along just about every imaginable variable that could impact a commodity in the semiconductor industry. How has the sector fared thus far and what markets will drive demand in the near and mid-term? While memory is certainly a mature sector, there is growth forecasted over the next few years, though intervening variables will play a critical role.
