
Days of inventory of semiconductors are at “worrisome levels given
current conditions,” according to market research firm, Gartner. The
expectation is that an inventory correction is due in late 2011. Gartner
also noted that average selling prices (ASPs) were tracking below trend
levels, with overcapacity in the foundry industry expected to prolong
the pricing weakness.
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The IMAGINE program for maskless lithography, based on MAPPER’s
lithography platform has received a boost with Synopsys joining the
program and providing mask-based software solutions. CEA-Leti and MAPPER
Lithography launched the program in July 2009.
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An Asian foundry has selected the Atlas XP+ optical critical dimension
(OCD) metrology system from Nanometrics to be used for process control
of advanced logic devices. According to Nanometrics the Atlas XP+
platform was selected over competitive solutions after a comprehensive
head-to-head evaluation of technical performance on advanced devices.
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Although semiconductor equipment bookings have seen a rapid fall in the
last few months, values remain considerably higher than two years ago.
North America-based manufacturers of semiconductor equipment posted
US$1.18 billion in orders in August 2011 (three-month average basis) and
a book-to-bill ratio of 0.80, according to the August Book-to-Bill
Report issued by SEMI. Uncharacteristically, SEMI was downbeat over a
near-term recovery, citing demand issues and capex reductions.
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Two firms rarely in spotlight with TSMC this year are ABB and CAMECA. The metrology equipment supplier has however received a batch of equipment orders this year worth approximately US$17.15 million. TSMC has now placed a batch of facility and engineering equipment with ABB, worth approximately US$11.5 million.
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Excess inventory, manufacturing overcapacity and slowing demand are
expected to hit semiconductor sales in 2011, according to market
research firm, Gartner. Worldwide semiconductor revenue was said to have
slowed and the market is set to decline by 0.1% on revenue of US$299
billion in Gartner’s revised 2011 forecast. Previously, Gartner had
expected the industry to grow by 5.1% in 2011.
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A significant number of orders over a decent period were placed by TSMC
for what is believed to be for wafer bonding equipment from EV Group.
The batch of orders totalled approximately US$38.7 million.
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Test chips from EDA vendors, Cadence Design Systems, Magma Design
Automation, Mentor Graphics and Synopsys have been successfully taped
out at Globalfoundries, signalling its readiness for customers to begin
evaluating their 20nm designs.
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Mixed-signal IC fabrication specialist, Integrated Device Technology
(IDT) is moving to the fabless business model with the sale of its
Hillsboro, Oregon wafer fabrication facility. However, the fab is not to
close but is being acquired by Alpha and Omega Semiconductor, which
under a foundry service arrangement with IDT AOS has the option to
acquire the wafer fabrication facility and related assets for US$26
million.
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Leading foundry, TSMC has recently placed a batch of accumulated
purchase orders with two metrology tool specialists, KLA-Tencor and FEI.
A regular recipient, KLA-Tencor received orders worth approximately
US$30.9 million from mid-July through to mid-August.
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