2016 SemiWest exhibit

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Real Estate Agent with (408) 425-1601 CA bre 1519182
https://activerain.com/droplet/4Trc

                                                                                Sam Shueh

                                                                               Realty One Group

                                                                      Silicon Valley, CA

 

The annual Semiconductor West Exhibition & Convention was held in San Francisco's Mascone Convention Center last week. I had the best day to attend. In Silicon Valley temperature registered in the low 90s while in San Francisco I enjoyed the 74 deg breeze. 

 

Unlike past years, Moore's law, road map for processor design, 5-7 nm IC 300mm wafers were the norms. This year, I did not see a single major manufacturer like Intel, AMD, Texas Instrument which bought National Semiconductor at the show.  One reason is today's iPad has the computing power of a room size Gray super-computer that uses to do calculations for nuclear fission.  We got plenty of computing computer on our cellphone and laptops. The need for faster processor seems to be not as urgent as previous generation of computers. How often you buy a new PC that has an Intel inside?  I have upgraded my phone more and keep my old laptop.

 

Intel, AMD are not supplying components on iPhones. Qualcom & Intel are the suppliers to Android phone and often are fabricated in Korea. iPad processor is made by Samsung and TSMC.  A today's iphone is more sophisticated than a superfast work station that was enjoyed by a single Intel processor inside.  

 

The A9 inside a iPhone features an Apple designed 64-bit 1.85 GHz ARMv8-A dual-core CPU called Twister. It has 2 billions of transistors using 10 nm process and is energy (battery) efficient. It is rumored Apple is done with Samsung as a vendor after the legal battle on patent infringement with its Galaxy series. iPhone processor will be handled in Taiwan by TSMC, and Taiwan's Foxconn with its China facilities.  There will be over 1 million employees handle the fab and assemble iPhone production.

 

Mascone Center       Semi West show

                                          Mascone Center, San Francisco, CA

 

I saw fewer visitors from Japan or Korea than in the past.  I am sure I went to both Mascone convention centers on Wednesday. 

 

I saw some package companies, wafer probing like Advantest, optical scanning equipment using Nikon, Zeiss optics. There is a lot MEMS technology possibly affect how things will be looked at. But that was what they said in the 1990s.  I saw some countries looking for transferring more jobs to cheaper place like Saigon Silicon Park in Ho Chi-Minh City or even in Saudi Arabia. 

 

Ethernet Cat     Nikon

     EthernetCAT -Ethernet protocol                                              Optical inspection equipment

 

This is not surprising as every US company uses offshore wafer foundry like Taiwan and Korea for wafer production. All devices and packaging seems to be all made elsewhere. US is just research development and sales. We do not grow Sillycorn much anymore.

 

This makes Silicon Valley more dependent on other innovations to stay busy. That is exactly what is happening right now. As I was walking out my old friend Victor Uribe grabbed me. He decided to go into business for himself is in wafer measurement equipment service. I told him I also service clients. 

 

Sam & Victor Uribe

                                                Sam Shueh-realtor and Victor Uribe Teksoli Inc, Santa Clara, CA

 

Sources:

2016 Semi conductor Convention (Semi West shows)

2016 Solar Exhibit  (Solar Show)

Shueh, Sam  How is my Silicon Valley home worth? (Silicon Valley Home Values)

Silicon Valley Real Estate July 2016 (San Jose area real estate update)

Shueh, Sam    (Real EstateBlogs)

Shueh, Sam    (My Website)  


 Sam Shueh Realtor    

 I've called San Francisco South Bay home for over 30 years. We love this area and all it has to offer, and I enjoy sharing what I know about homes.  I documented in several books about Silicon Valley history. I have much expertise in real estate...please give me a call.    SamshuehRealtor@gmail.com

                                                              (Four-O-Eight)  425-1601  

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Rainmaker
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CA COASTAL ESTATES Lauren Selinsky Perez CRS
California Coastal Estates - Aliso Viejo, CA
"Your Real Estate Broker" #oclauren

Nice electronics /techy info.

Lauren Selinsky

Jul 19, 2016 04:58 PM #1
Rainmaker
2,539,890
Rebecca Gaujot, Realtor®
Vision Quest Realty - Lewisburg, WV
Lewisburg WV, the go to agent for all real estate

Sam, sounds like you had a great day at the convention.

Jul 21, 2016 03:42 AM #2
Rainmaker
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Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

Rebecca Gaujot, the Go To Realtor® 

I had an active day learning about technology who's chips goes to what device.

The technology changes so much. Now we got Trojen Pekomon Go already.

Jul 21, 2016 05:54 AM #3
Rainmaker
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Dorie Dillard CRS GRI ABR
Coldwell Banker United Realtors® ~ 512.750.6899 - Austin, TX
Serving Buyers & Sellers in NW Austin Real Estate

Good morning Sam Shueh,

Thanks for telling us about the annual SemiWest convention! Sounds like a great day of interacting and communicating!

Jul 21, 2016 08:45 PM #4
Rainmaker
674,127
CA COASTAL ESTATES Lauren Selinsky Perez CRS
California Coastal Estates - Aliso Viejo, CA
"Your Real Estate Broker" #oclauren

I see you like the technology biz!

Jul 23, 2016 08:38 AM #5
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Sam Shueh

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