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SSIA Summit 2016 - Semiconductor Innovation: Dead or Alive?

In the afternoon panel discussion, industry leaders discussed semiconductor innovation, addressing the questions "Semiconductor Innovation: Dead or Alive? ".

The focus of the panel was to look at the state of innovation in the semiconductor industry. Innovation has been and is a key driver for our industry. Semiconductor companies work in a complex ecosystem. Our ability to innovate is greatly influenced by other players. Technology challenges may inhibit companies' ability to innovate as a result of complexity, costs and quickly changing markets and requirements. "Collaborative innovation" has an enabler to semiconductor success. This however is countered by industry-wide consolidation and anemic investment into startup companies. The world, opportunities and requirements are changing more quickly than ever. How is the semiconductor industry innovating to continue to enable these changes and growth?
We had a very interesting panel, reflecting the changes that we see in semiconductor innovation. The panel spans chips development, sensors, systems and process technology - all of which come together to drive semiconductor innovation.

The Panel was moderated Mike Holt, Vice President, SSIA and included Peter Ho, CEO, Hope Technik Pte Ltd, Thomas Jakob Regional President Asia Pacific, Bosch Software Innovations, Russell Tham, Regional President (SEA), Applied Materials Inc. and Craig J.Garen, General Manager (Communications Technologies in the Connected Home Division), Intel.

What are the areas of innovation happening in semiconductor? What is next? What is different? Beyond extension of existing capabilities process feature size reduction, lower power, increased speed,..? The panel raised continued incremental innovation in process technology, power, processing to continue to drive innovation.

Semiconductor companies are refocusing innovation efforts, approaches and resourcing in industry collaboration, shared innovation with startup companies and collaboration with research institutes. Peter and Thomas highlighted semiconductor co-innovation with their systems customers are critical. Russell highlighted Applied Materials collaborative innovation with customers and well as venture involvement via funds, startup community collaboration, ...
Thomas and Craig discussed IOT as a significant innovation driver for the semiconductor industry. This is certainly about more than just about sensors with software, semiconductor architectures and analog innovation driving change.

Craig highlighted continued innovations in semiconductor process technology and processing, stating that Moore's Law is alive and well. He noted that while this incremental and disruption, it involves significant continued innovation.

It is clear from the discussion that the semiconductor industry continues to innovate. The question remained how this will change with the dramatic changes to our industry.

 

mikeholt

Article contributed by:

MIKE HOLT

Vice President of SSIA