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Global Semiconductor Sales Decrease Slightly in August

Published Monday, October 5, 2015 8:00 am
by Dan Rosso

WASHINGTON—Oct. 5, 2015—The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today announced worldwide sales of semiconductors reached $27.7 billion for the month of August 2015, a decrease of 0.5 percent from the previous month when sales were $27.9 billion. Global sales from August 2015 were 3.0 percent lower than the August 2014 total of $28.6 billion. Regionally, sales in the Americas increased slightly compared to last month, but were down somewhat compared to August 2014. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average.
  
“The global semiconductor market has endured a slight softening of demand in recent months, which has combined with currency devaluation and regular market cyclicality to slow sales somewhat,” said John Neuffer, president and CEO, Semiconductor Industry Association. “Despite recent market sluggishness, the global industry has posted higher cumulative sales through August this year than it did through the same point last year, which was a record year for semiconductor revenues.”


Regionally, year-to-year sales increased in China (4.4 percent), but decreased in the Americas (-3.5 percent), Europe (-12.4 percent), Japan (-13.0 percent), and Asia Pacific/All Other (-2.3 percent). The sharp decreases in Europe and Japan are due in part to currency devaluation relative to the U.S. dollar. On a month-to-month basis, sales increased in Japan (1.3 percent) and the Americas (1.1 percent), but fell in China (-0.3 percent), Europe (-0.6 percent), and Asia Pacific/All Other (-2.1 percent).

 
To find out how to purchase the WSTS Subscription Package, which includes comprehensive monthly semiconductor sales data and detailed WSTS Forecasts, please visit http://www.semiconductors.org/industry_statistics/wsts_subscription_package/.    
August 2015 chart and graph

http://www.semiconductors.org/news/2015/...in_august/
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SIA Applauds Landmark Trans-Pacific Partnership Agreement

NEW RULES IN TPP WILL STRENGTHEN DIGITAL ECONOMY, PROMOTE SEMICONDUCTOR TRADE

Published Monday, October 5, 2015 8:30 am
by Dan Rosso

WASHINGTON—Oct. 5, 2015—The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today applauded the 12 countries involved in Trans-Pacific Partnership (TPP) talks for concluding negotiations on this massive trade deal that will promote jobs and economic growth in the United States and around the world. The countries – Australia, Brunei Darussalam, Canada, Chile, Japan, Malaysia, Mexico, New Zealand, Peru, Singapore, the United States, and Vietnam – announced the deal today following a ministerial meeting in Atlanta. 

“Free trade is essential to the American economy and the U.S. semiconductor industry, which exports more than 80 percent of its products to customers overseas,” said John Neuffer, president and CEO, Semiconductor Industry Association. “The TPP will strengthen America’s standing in the world and help our industry maintain leadership in the global market. It is the first major trade agreement that seriously contemplates how trade needs to be done in the global digital economy of the 21st Century. We applaud negotiators for reaching this landmark agreement and urge Congress to approve it expeditiously.”


The TPP contains several new features, including rules preventing market-access restrictions on commercial products with encryption, requirements to ensure cross-border data flows, rules against localization requirements for computer infrastructure, and non-discriminatory treatment of electronically transmitted digital products. Other key provisions included are simplification and harmonization of customs and trade procedures, commitments ensuring state-owned enterprises compete fairly and transparently without undue government advantage, and new procedural safeguards and increased penalties to protect trade secrets and other forms of IP.


The announcement of the deal today allows the Obama administration to immediately notify Congress of its intent to enter into a trade agreement. Legislation to implement the TPP in the U.S. will proceed under recently enacted Trade Promotion Authority (TPA) procedures. TPA requires publication of the agreement and floor consideration of an implementing bill in the House and Senate without amendments. A simple majority vote is needed for passage.


http://www.semiconductors.org/news/2015/...agreement/

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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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Spending on Mobile Technologies to Reach $1.2 Trillion by 2019, According to IDC 
05 Oct 2015 
Manufacturing sector represents the largest enterprise opportunity for mobile technologies
https://www.idc.com/getdoc.jsp?containerId=prUS25943615
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TAMFORD, Conn., October 5, 2015 
Gartner Says It's Not Just About Big Data; It's What You Do With It: Welcome to the Algorithmic Economy
http://www.gartner.com/newsroom/id/3142917#
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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Applied Materials Prospers in CMP, Deposition, Etch
By Jeff Dorsch, Contributing Editor
October 6th, 2015 
http://semimd.com/blog/2015/10/06/applie...tion-etch/
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More-than-Moore will lead, argues GloFo's Wijburg
October 06, 2015 | Peter Clarke

http://www.analog-eetimes.com/en/more-th...699&vID=35
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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Gartner Says Worldwide Semiconductor Sales Expected to Decline 0.8 Percent in 2015; First Revenue Decline Since 2012
Weakness in Key Electronic Equipment Segments, Including Smartphones and PCs, Causes Revenue to Shrink
STAMFORD, Conn., October 9, 2015
http://www.gartner.com/newsroom/id/3147017
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Leading Edge Leads the Way in Pure-Play Foundry Growth
ICs built using <40nm technology forecast to account for all of the pure-play foundry sales growth in 2015. 
08 October 2015, by IC Insights
http://www.icinsights.com/data/articles/...ts/824.pdf
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The Week In Review: Manufacturing
Falling CapEx forecast; GF’s FD-SOI ecosystem; GF’s RF chief; Sony’s semi spin-off. 
OCTOBER 9TH, 2015 - BY: MARK LAPEDUS
http://semiengineering.com/the-week-in-r...turing-81/
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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Intel cuts capex again

By  David Manners  14th October 2015

http://www.electronicsweekly.com/news/bu...n-2015-10/
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TSMC seeing brisk demand for 16nm chips from China
Josephine Lien, Shanghai; Jessie Shen, DIGITIMES [Wednesday 14 October 2015]

http://www.digitimes.com/news/a20151013PD212.html
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Top 20 automotive semiconductor companies
13th October 2015

http://evertiq.com/design/37819
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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STAMFORD, Conn., October 14, 2015 
Gartner Says Worldwide Semiconductor Capital Spending to Decrease by One Percent in 2015
Reductions in Memory Spending Will Result in 3.3 Percent Decline in Spending in 2016

Worldwide semiconductor capital spending is projected to decline one percent in 2015, to $63.9 billion, according to Gartner, Inc. This is a down from the 2.5 percent growth predicted in Gartner's previous quarter's forecast. The forecast for 2016 is unchanged at a 3.3 percent decline over 2015 (see Table 1).

"We are continuing to see weakness in end-user electronics demand in response to an uncertain economic environment, which is putting a damper on 2015 spending," said Takashi Ogawa, research vice president at Gartner. "Next year we are anticipating DRAM manufacturers to respond to oversupply conditions with dramatic deductions in their investment plans.".............................

http://www.gartner.com/newsroom/id/3149617
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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Singapore Semiconductor Vision 2020 to boost Singapore’s manufacturing industry 
Singapore Semiconductor Vision 2020 to boost Singapore’s manufacturing industry
Zafirah Salim | Oct. 13, 2015

A 20-member task force spearheaded by global industry association SEMI (Southeast Asia) and the Singapore Semiconductor Industry Association (SSIA) has been formed by members of the private and public sectors to increase competitiveness in Singapore's semiconductor manufacturing industry, targeting a 25% increase in energy efficiency and productivity respectively over the next five years.

According to a joint media statement, the task force is made up of industry veterans from organisations such as SERC A*STAR, Applied Materials SEA, GLOBALFOUNDRIES Singapore, Institute of Microelectronics, Lantiq Asia Pacific, Micron, Singapore Economic Development Board, SSMC, StatsChipPac, SEMI SEA, SSIA and The Coaching Republic.

Dubbed the "Singapore Semiconductor Vision 2020" (SSV2020), this task force creates a Singapore semiconductor cluster with a global competitive advantage in manufacturing and innovation covering three major sub sectors, namely Integrated Circuit Design; Semiconductor Wafer Fabrication, Assembly and Test; as well as Semiconductor Capital Equipment Manufacturing.

To achieve this vision, the task force proposes three impactful and sustainable intervention areas. The first is to strengthen global competitiveness through innovation by guiding national research and development (R&D) investments in labour productivity and efficiency, supported by public funds to match private sector investments from multi-national corporations and small and medium enterprises.

Secondly, it seeks to enhance public-private R&D partnerships by establishing formal industry consultations to focus public R&D to industry interest, improve public R&D prioritisation, and drive collaborations that create a competitive advantage.

Lastly, it seeks to nurture leadership development by creating industry-wide programmes at two tiers - a Semiconductor Leaders Accelerator Programme, and a programme to attract graduating top talent to increase the pool of future local leaders.

Working groups will be created for areas mentioned to develop and execute the recommendations.

"A strong public-private partnership, such as SSV2020, is key in identifying challenges and developing initiatives to ensure our long-term competitiveness. The government is committed to continue growing and partnering industry players to strengthen Singapore's semiconductor industry," said Lim Kok Kiang, Assistant Managing Director at the Singapore Economic Development Board.

"Driving energy efficiency and productivity increase for our industry, together with the development of target-oriented private-public R&D schemes as well as the accelerated bringing-up of future leaders are those success factors, which will ensure a growth of global competiveness for our industry," added Ulf Schneider, President of the Singapore Semiconductor Industry Association.

http://www.computerworld.com.sg/tech/ind...-industry/
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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Another fab behemoth cutting capex after Intel. More to come?

http://www.ft.com/intl/cms/s/0/ec31fed0-...z3ok7ORJdD

October 15, 2015 11:38 am
TSMC to cut $3bn from capex amid smartphone slowdown

TSMC has cut $3bn from its annual capital spending budget, as the chipmaker reported its first quarterly earnings decline for three years amid slowing growth in the smartphone market.

TSMC is the world’s largest semiconductor foundry — making bespoke logic chips for companies that provide their own designs — and it has benefited from the smartphone boom, manufacturing mobile chips for designers such as Qualcomm and Broadcom of the US.

But amid a marked slowdown in the smartphone industry this year, the Taiwanese company’s third-quarter net income fell 1.3 per cent year-on-year to NT$75.3bn ($2.3bn), it said on Thursday. This was the first such decline since 2012, although it was ahead of average analyst forecasts and the shares closed 2.6 per cent higher.

Analysts at Nomura say the pain of the smartphone slowdown has been exacerbated for TSMC over the past year as key customers including Apple, Qualcomm and Nvidia have shifted more business to Samsung, which recently leapfrogged TSMC in the race to develop ever smaller chips in search of speed and power efficiency gains.

Lora Ho, chief financial officer, said that the company expected its capital expenditure this year to be $8bn — down from its April estimate of $10.5bn-$11bn — but sought to play down any link with the company’s relatively weak recent performance. Half the cut was attributable to manufacturing efficiency improvements or currency fluctuations, she said.

But the decision appeared linked to lower growth in smartphones and other consumer electronic devices than the company had anticipated, according to Carlos Peng, an analyst at Fubon Securities. Analysts at IDC in August lowered their estimate of smartphone shipment growth this year to 10 per cent — against 28 per cent last year — citing an end to rapid growth in China, the world’s biggest market for the devices.

“If the growth in consumer products were good, I don’t believe TSMC would cut capex,” Mr Peng said. He added that the cut to capital expenditure would probably be focused on the 16 nanometre node, where TSMC has lost some business to Samsung’s smaller 14nm process.

But TSMC is poised to roll out a still smaller manufacturing technology, the 10nm node, in 2017, which will help it win back high-end business from Samsung and could return sales growth to levels of up to 15 per cent, Nomura analysts wrote this week. Revenue rose only 1.7 per cent in the third quarter year-on-year.

Mark Liu, co-chief executive, said that TSMC’s plans for the 10nm remained on track and that demand for expensive cutting-edge smartphones would drive future profits.

“Unit growth in high-end smartphones this year will be about flat, but the silicon content of the high-end smartphones will still have mid-teen percentage growth,” he said. “Smartphones will continue to provide growth momentum for TSMC in the next two to three years.”
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Is the Electronic NODX performance in Sept, able to raise the optimism of coming 3Q announcement from the company? Big Grin

(vested)

Quick takes: Analysts on surprise rise in Singapore's non-oil exports

SINGAPORE - Singapore's non-oil domestic exports (NODX) unexpectedly rose in September, confounding analysts who had expected shipments to contract by 3.8 per cent, for a third straight month of decline.

On a year-on-year basis, NODX increased by 0.3 per cent last month, in contrast to the 8.4 per cent slide in August, thanks to a rise in electronic shipments which outweighed the fall in non-electronic NODX.

Electronic NODX gained 5.7 per cent year-on-year (yoy) in September, reversing the 2.7 per cent yoy decline a month ago. Meanwhile, non-electronic exports fell 1.9 per cent yoy, following the 10.7 per cent yoy slump a month ago.
...
http://www.straitstimes.com/business/eco...il-exports
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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http://www.straitstimes.com/business/eco...nced-chips

Not sure what (if any) will be the impact on UMS?
Just wished they had similar projects with UMS...
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