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November 2022 — Contents
FEATURES NEWS
25-PC shipments declined 19.5% in 3Q
Scary times ahead for semiconductor memo- 27-ASE plans 5G mmWave smart factory
ry? According to industry followers, suddenly the 28-Fab equipment buys may reach record
memory semiconductor segment, one of the most 29-Automotive chip share may rise by 10%
profitable and vibrant, has fallen on hard times. 30-Power transistor sales, ASPs are moving up
Now, what’s ahead? Ron Iscoff, 3 31-Consumer is the Holy Grail for InP: Yole
34-Consumer biometrics may be $11M in 2027
Micron plans $100 billion N.Y. state fab in- 36-200mm fab capacity moves to record high
vestments. Despite what Micron says is oversup- 36-Intel reports 3Q22 revenue of $15.3 billion
ply and lagging memory sales, the Boise-Idaho- 40-Global 300mm capacity will set record
based company says it will make huge investments 41-ESD post record $3.8 billion in Q2 2022
before the end of this decade, Ron Iscoff, 22 42-Thin ferroelectric material is more efficient
44-Holmes’ sentencing is postponed again
As demand slumps, memory prices fall. De- 49-GlobalFoundries awarded $30 million
mand for semiconductor memory began to slump
in 1Q21, according to TrendForce. The situation is Advertisers and Events, 34
“severe” for NAND flash, 32 Business Cards, 38
Cover: In our tribute to that great holiday Halloween (All
President Biden places massive sanctions on Hallows’ Eve), we look at the semiconductor industry’s most
China. New export controls levied against China, revered and ubiquitous semiconductors — memory. Be on the
are likely to slow-down that country’s ambition to lookout for ghosts, goblins and other scary things like a slow-
down in semiconductor tool sales, as the industry responds to
be a semiconductor production giant, 33 oversupply after a year of shortages!
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Top tech trends for 2023, TrendForce, 45 Air-Cavity QFN? www.MirrorSemi.com
