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Semiconductor Demand Will Skyrocket

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As more and more technologies require semiconductors, demand will increase dramatically. But are the manufactures ready for such an explosion?

news.yahoo.com/s/zd/20100503/tc_zd/25...

Besi toch wel....btw, nu is het tijd voor overnames zal Besi daar de dupe van worden?
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meen dat Samsung ook klant was van Besi,het volgende doet zich voor,

Samsung's High-End TVs to Receive New Heat Dissipation TechnologyNew display driver IC packaging solution

.......Back in 2007, Samsung first built the LTCOF with a thin-film metal tape and now the new improved u-LTCOF is being made out of viscoelastic silicone, which should be about 20 percent more effective than the old solution.

gadgets.softpedia.com/news/Samsung-03...

wellicht dat Besi hier z'n voordeel mee doet.
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Applied Materials swings to $264M Q2 profit.

Applied Materials Inc. on Wednesday reported second quarter net income of $264 million, or 20 cents a share, compared to a loss of $255 million, or 19 cents a share in the same quarter last year.

www.bizjournals.com/sanjose/stories/2...

worden spannende tijden.....
Pitmans
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Ach, ik ben de beroerdste niet. Vanwege dat skyrocketen is dit blogbericht voor Besi/ASMI/ASML wel interessant :

danielnenni.com/2010/03/31/semiconduc...

Semiconductor Capacity Shortages 2010
March 31, 2010 Dan Nenni Leave a comment Go to comments
In a previous blog, Black Friday and the Predicted Semiconductor Shortages, I reported that total semiconductor manufacturing capacity is shrinking as older fabs close and new ones ramp up even slower than expected, resulting in a record reduction of total wafer capacity and silicon allocation starting in 2010. DRAM shortages and price hikes are already in place and the leading foundries are expecting a 20%+ growth rate and predicting full (95%+) capacity by the end of 2010.

Semiconductor Intelligence did a nice report, based on the Q4 2009 Semiconductor International Capacity Statistics, also predicting semiconductor shortages by the 2nd half of 2010. Semiconductor Intelligence is actually a guy named Bill Jewel, a 27 year semiconductor veteran from Texas Instruments. It is always nice to read semiconductor reports from a guy with actual semiconductor experience.
“IC wafer production (or utilized capacity) should outgrow total capacity throughout 2010, with 4Q 2010 production slightly higher than the peak levels in 2008. As a result, utilization will continue to rise, passing 95% by 4Q 2010. Utilization has exceeded 95% only 3 times in the 16 year history of SICAS data: 96.0% in 2nd half 1995, 96.4% in 3Q 2000, and 95.4% in 2Q 2004. 95% to 96% appears to be a practical limit indicating the industry is running at full capacity.”
While semiconductor capital spending was at an all time low in 2008 and again in 2009, 2010 looks to break records with both IDMs and Foundries, and of course the IDMs that pretend to be foundries.

Ranking Capital Spending

Samsung US$6B
Intel US$5.3B
TSMC US$4.8B
GlobalFoundries US$2.5B
Hynix US$2B
Toshiba US$1.9B
Micron US$1.7B
UMC US$1.5B
Nanya US$1B
Elpida US$1B

Unfortunately placing orders for semiconductor manufacturing equipment and actually taking delivery of said equipment are two very different things. Process ramping problems at 40nm also delayed capacity expansion plans as does me visiting Taiwan (natural disasters).
The Global Semiconductor Monthly Report by Future Horizons also supports the strong IC recovery mantra that I have been chanting since my blog started early last year. Malcolm Penn, who has 139 years of semiconductor experience (he doesn’t look a day over 90!), has upped his forecast to 30%+ IC revenue growth in 2010 and it could be as much as 40%. If a normally quiet first half is this strong, the 2nd half of 2010 could be full of upside surprises.

In his report Malcolm also agrees with my semiconductor capacity shortage cry illustrated with a myriad of colorful graphs. The majority of the red line 300mm capacity is 65/40nm, which will likely see allocation before the year is out.

Semiconductor revenue growth projections for 2010:

Gartner: 19.9%
iSuppli: 21.5%
Morris Chang (TSMC) 22%
Semico Research: 22.0%
Semiconductor Intelligence forecast 25%
IC Insights 27.0%
Future Horizons 30%

If Semiconductor capacity does not significantly increase this year and next, demand will clearly outpace supply and we will see manufacturing utilization rates comparable to the boom times of 1995, 2000, and 2004. The supply and demand economic model illustrates that in a competitive market, price will equalize the quantity demanded by consumers, and the quantity supplied by producers, resulting in an economic equilibrium of price and quantity. Driven by the mobile internet market, semiconductors represent an ultra competitive market so expect a significant equilibrium up-shift in regards to pricing.
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In het artikel wordt ook nog verwezen naar :
www.semiconductorintelligence.com/
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gewoon wat info,

Monday, June 07, 2010
Queen of 3D meets King of Flip Chip
Jun. 07, 2010

It’s not often that I get to meet other members of the semiconductor aristocracy, so I was delighted to recently find myself in the company of Datacon’s Hugo Pristauz, the King of Flip Chip. It was a mutually advantageous meeting – I introduced him to the 3D InCites community, and he offered some valuable insight on what it’s like to successfully propel an emerging technology from R&D to volume production. Although this isn’t the first time I’d heard the progress of 3D TSV commercialization be compared to flip chip’s journey, it was the first time I’d heard it from the perspective of an equipment supplier whose tools are targeted for high volume manufacturing, without a toehold in R&D.
I am not a stranger to Datacon’s flip chip success story. While visiting facilities as part the Advanced Packaging Roadshow, it seemed every applications lab or full assembly line I toured boasted a Datacon die bonder or flip chip bonder. But Pristauz explained that it’s only in the past few years that Datacon has fully realized the benefits of flip chip becoming mainstream, receiving tool orders in production-level quantities. And although it seems to be a natural segue for the company to go from the flip chip market to the 3D TSV market, the current R&D activity that provides a revenue stream for companies like SET, EV Group and SUSS MicroTec, who have tools either target the R&D environment, or are designed to evolve from R&D to a volume production environment, doesn’t really serve Datacon. While Pristauz assured me that 3D TSVs are firmly on Datacon’s roadmap, he also remains cautious about its commercialization, echoing Steve Lerner’s sentiments about a need for reduction in TSV cost of ownership before that can happen.

That’s not to say Datacon hasn’t been active in developing pick-and-place solutions for 3D stacks. They are members of the EMC3D consortium, and for the past few years have worked in partnership with EVG to develop a two-step chip-to-wafer process that will help solve the speed/accuracy limitations. They’re working on the pick-and-place accuracy while EVG works on the gang bonding step. Additionally, last year we reported on the company’s collaboration with TNO for its Bluebird Project on a similar project with the ultimate goal of developing a high-accuracy, production level flip chip bonder with a placement accuracy of 2.5µm at 3sigma. According to Datacon’s Hannes Kostner, who participated in a discussion on the C2W progress a few weeks ago, the company has succeeded in increasing accuracy from 10µm at 3 sigma to 7µm at 3sigma on 250mm wafers, and are working towards 300mm.

Additionally, in other areas of 3D WLP, Pristauz says Datacon’s flip chip bonders dominate the market for eWLB, with tools in place at all the major eWLB manufacturers. As eWLB moves towards its next generation in 3D, this is a good position for Datacon to be in.

I suspect we’ll start hearing more news about Datacon in relation to 3D integration. Who knows, maybe Pristauz’ flip chip kingdom will expand into the 3D realm as well, although I’m not ready to abdicate that throne just yet. -- F.v.T.
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Mobile devices drive continued semiconductor sector growth
Scott Bicheno - 6 Jul 10,

Market researcher IDC is predicting healthy growth in the semiconductor sector for the next five years, driven mainly by sales of mobile PCs and smartphones.

PC semiconductor revenue has grown by over 35 percent this year compared to last year, driven primarily by notebooks. Meanwhile smartphones are also experiencing double-digit semiconductor revenue growth, and the industrial, military, aero and automotive industries are collectively looking at year-on-year growth of over 20 percent.

At the same time, the semiconductor industry association is being widely reported as saying it expects the PC sector to register growth of 20 percent and the mobile phone sector up to 12 percent this year.

Both organisations, however, warn of the threat posed by immediate macroeconomic concerns. "Overall, we believe that the semiconductor market recovery seen this is year is similar to the one in 2004," said Mali Venkatesan of IDC.

"However, global economic recovery that started in the second half of 2009 is in danger of slowing down due to macroeconomic problems such as the Euro crisis, continued high unemployment in the U.S., with the associated low consumer sentiment, and the fear of an asset bubble in the BRIC countries.

"In such a scenario, the expected growth in the second half of 2010 may be pushed into early 2011. Nevertheless, we believe device applications such as smartphones, mobile PCs, media tablets, and automotive will show strong secular growth both in 2010 and 2011.
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EV Group: Progress on Advanced C2W Bonding

dit alles in samenwerking met Datacon,

www.chipscalereview.com/tech_monthly/...

...dan als laatste,

When do you anticipate that the Advanced Chip to Wafer process will be ready for commercialization?

Matthias: From the equipment readiness perspective, we have pick and place systems that have high accuracy and high speed, as well as the bonding equipment available. The Advanced Chip to Wafer process was qualified for production by a major European IDM in 2005. However, the whole TSV infrastructure had to be developed first before this technology could take off. During the past few years we have been working very actively on the integration of thin TSV wafer manufacturing and subsequent Advanced Chip to Wafer bonding. Several of our customers are currently fine-tuning and qualifying the process. We expect to see high volume manufacturing next year, 2012.
lucas D
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Be Semiconductor: 4e Kwartaalcijfers 2010 24-02-2011
Be Semiconductor: Jaarcijfers 2010 24-02-2011

Na vandaag nog 8 beursdagen te gaan, en dan de cijfers.:~)

gr. lucas D
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quote:

lucas D schreef:


Be Semiconductor: 4e Kwartaalcijfers 2010 24-02-2011
Be Semiconductor: Jaarcijfers 2010 24-02-2011

Na vandaag nog 8 beursdagen te gaan, en dan de cijfers.:~)

gr. lucas D
gitzwart,en een stabiele outlook 2011 conform markt ind. rfid/led/copper wire bonding.
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Is tot op heden nog niet veel van te merken, er zit veel oud zeer in dit aandeel, hopelijk kan Besi het vertrouwen enigzins herstellen in 2011.
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