Increasing demand for analog/radio-frequency chips and microelectromechanical system devices is driving the need for fabrication equipment and related mask-making tools for mature processes. Franklin Kalk of Toppan Photomasks says, "One of the things that we didn't contemplate in the past was the resurgence of legacy products."
Foundries are producing communications components at a rate some three times greater than computer chips, a complete reversal of the trend a decade ago, IC Insights estimates. Lower demand for desktop, notebook and tablet computers means 19% of the chips pure-play foundries will make this year will go into computers, compared with 52% for communications products, the market research firm says.
Worldwide shipments of polished and epitaxial silicon wafers will continue to reach new highs over the next three years, SEMI forecasts. "As new greenfield fab projects continue to emerge for memory and foundry, silicon shipments are expected to remain strong for 2019 and through 2021," SEMI's Clark Tseng said.
The 2004 discovery of graphene, a 2D material, excited many scientists, yet producing graphene in quantities for volume manufacturing remains a challenge, this analysis notes. "Probably, the alternative to 2D semiconductors is changing the computing paradigm," said Iuliana Radu of imec.
Four industry experts talk about the growing use of artificial intelligence and machine learning technology in semiconductor and photomask manufacturing in this roundtable interview. "Deep learning has a computing model that's inherently scalable," D2S Chairman and CEO Aki Fujimura said.
Qualcomm is participating in the first China International Import Expo next month in Shanghai, looking to collaborate with Chinese companies in connected vehicles, integrated circuit manufacturing and the internet of things, in addition to wireless communications, Qualcomm China Chairman Frank Meng said.
ASML Holding reported $786 million in net profit for the third quarter on higher revenue. The company is forecasting increased orders and revenue for the fourth quarter.
Arm rolled out the Neoverse cloud-to-edge infrastructure for connecting devices around the world. The chip design company and its technology partners will introduce cores, intellectual property and system-on-a-chip devices for networks, servers and storage systems, promising a 30% improvement in performance.
Researchers at South Korea's Ulsan National Institute of Science and Technology report developing a flow-based aluminum-air battery for electric vehicles. The team used a silver nanoparticle seed-mediated silver manganate nanoplate architecture to provide the necessary oxygen reduction reaction.
Arm's Eric Hennenhoefer talks about quantum computing, privacy, security and other topics in this interview. "Arm's view on machine learning is that it's going to be everywhere," he says.
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