CIMdata Blog

Global semiconductor equipment billings grew 5% year-over-year to US$24.7 billion in the first quarter of 2022, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report. Quarter-over-quarter billings in the seasonally soft first quarter declined 10%.   “Year-over-year first quarter equipment revenue growth is in sync with positive forecasts for 2022 as the semiconductor industry continues its robust increase of fab capacity,” said Ajit Manocha, SEMI president and CEO. “North America and Europe logged healthy quarter-over-quarter rises in equipment spending as they intensify efforts to bolster domestic chipmaking.” Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the Worldwide SEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry.  Following are quarterly billings data in billions of U.S. dollars with quarter-over-quarter and year-over-year changes by region: Region 1Q2022 4Q2021 1Q2021 1Q (QoQ) 1Q (YoY) China 7.57 8.18  5.96 -7% 27% Korea 5.15 5.49  7.31 -6% -29% Taiwan 4.88 6.86  5.71 -29% -15% North America 2.62 2.30  1.34 14% 96% Japan 1.90 2.27  1.66 -16% 15% Rest of World 1.29 1.23  1.02 5% 27% Europe 1.28 1.09  0.58 18% 119% Total  24.69  27.41  23.57 -10% 5% Sources: SEMI (www.semi.org) and SEAJ (www.seaj.or.jp), June 2022 Note:

Hewlett Packard Enterprise announced financial results for the second quarter, ended April 30, 2022. “Persistent demand led to another quarter of significant order growth and higher revenue for HPE, underscoring the accelerating interest customers have in our unique edge-to-cloud portfolio and our HPE GreenLake platform,” said Antonio Neri, president, and CEO of Hewlett Packard Enterprise. “I am optimistic that demand will continue to be strong, given our customers’ needs to accelerate their business resilience and competitiveness. We remain focused on innovating for our customers and on executing with discipline so that we translate that demand into profitable growth for HPE.”  “We are particularly pleased with the resiliency of our gross margins despite the inflationary environment and ongoing supply chain disruptions,” said Tarek Robbiati, EVP and CFO of Hewlett Packard Enterprise. “With record levels of high-quality backlog, we are well positioned for growth in FY22 and beyond, and confident in realizing the financial commitments

We are pleased to announce the release of ABViewer 15! Our team has been working hard to make ABViewer better, faster, and more reliable. We also added some great new features and improved the existing ones — keep reading to know more about this major upgrade. New 3D Kernel We completely revamped 3D functionality in ABViewer and decided to replace Open Cascade Technology with our own 3D kernel. This makes us independent of any third-party and allows to respond swiftly to your requests. In this new version, we have already: speeded up opening of 3D files; improved reading of SAT, SLDPRT, X_T, X_B formats; added support for FSAT, SAB, SMT, IPT, IFC formats; added export to SAT and SAB formats; improved export of STEP, DWG, DXF formats. Better Performance ABViewer 15 brings great performance improvements. It is especially noticeable if you work with large files. Up to 60% faster opening of 3D files and interaction with their structure Up to 25% faster PDF to

UX Improvements and the best Access management mechanism ! The power of the graph for custom access management This is one of the greatest feature we have added so far. Custom Graph-based access management is just great. And it works perfectly because we sit on top of a graph database. Custom Graph Access The concept is the following: for each type of information (node and relationship) we allow you to define a graph query which if it resolved allows access. By default, Ganister has generic permissions to give access to information to specific groups. But sometimes, and it usually happens when you want to give access to external partners, the access rule is a bit more complex and the only way to describe it is by drawing it on a whiteboard. The cypher query we write to implement this is the next step. Easy to write, easy to understand and performant. By providing the following

CNC Software, LLC, developer of Mastercam, the world’s leading CAD/CAM software, announces the release of Mastercam 2023. Manufacturers worldwide got the chance to test-drive Mastercam 2023 during the Public Beta Program before it was released and provided valuable feedback to help shape the final 2023 product. Many of the improvements in Mastercam 2023 are directly driven by Mastercam users and shops. Feedback from Public Beta releases, shop visits, customer surveys, and consultation with our expert industry partners create the practical, shop-driven focus that helps ensure Mastercam users’ success. Expanding and Consolidating Multiaxis Toolpaths. The new Unified Multiaxis toolpath brings together Morph, Parallel, Along Curve, and Project Curve strategies into a single interface, delivering expanded and highly flexible cutter path creation. The Unified toolpath allows access to these cut patterns when you add the appropriate curves. For example, to create a toolpath that morphs between two surfaces, select Unified from the Multiaxis toolpaths, and then set the Cut Pattern

Plex Systems, a Rockwell Automation company and a leader in cloud-delivered smart manufacturing solutions, today announced new machine learning capabilities for Plex DemandCaster Supply Chain Planning (SCP), enhancing forecast accuracy to improve customer service at lower levels of inventory coverage. Manufacturers need more sophisticated supply chain planning technology in response to shortages in workforce and raw materials, logistics challenges, and impacts to overall business revenue. Business planners are tasked with forecasting and responding to more “black swan” type events and are looking for innovative ways to include a variety of data sources to expand their planning resources. Plex DemandCaster Supply Chain Planning unites business functions within the organization with their planning variables to solve inventory problems quickly and proactively, helping planners easily interpret data with automated statistical forecasting while enabling a continuous planning and execution feedback loop. Now, the addition of machine learning for DemandCaster SCP dramatically advances the automation of pattern

Oracle Corporation announced that all required antitrust approvals have been obtained for its proposed acquisition of Cerner, including European Commission clearance. Cerner is a leading provider of digital information systems used within hospitals and health systems to enable medical professionals to deliver better healthcare to individual patients and communities. Oracle expects to complete the tender offer promptly following the expiration of that offer at midnight Eastern time on June 6, 2022. Completion of the tender offer remains subject to the conditions described in the tender offer statement on Schedule TO filed by Oracle with the U.S. Securities and Exchange Commission on January 19, 2022, as amended. Oracle Chairman and Chief Technology Officer Larry Ellison will discuss the Cerner acquisition and Oracle’s new suite of cloud-based health management applications at an online event on June 9, 2022, at 3:00 p.m. CT. Register for the event. “Working together, Cerner and Oracle have the capability to transform

Accenture has completed its acquisition of Greenfish, an independent engineering and advisory company specializing in sustainability consultancy services. Accenture had announced its intent to acquire Greenfish on April 20, 2022. Financial terms of the transaction were not disclosed. Greenfish’s team of more than 270 highly skilled professionals join Accenture to further enhance the provision of global Sustainability Services, helping clients improve their ESG performance and embed sustainability in their operations. Accenture Sustainability Services provide distinctive services and solutions across the full set of ESG issues, that include social and governance efforts equally alongside environmental, to help clients become net-zero and circular businesses, leveraging digital investment to create intelligent organizations that are sustainable at their core. Along with its ecosystem partners and ventures into disruptive technologies, Accenture is driving transformations at scale with the tools, technology, and methodologies that embed sustainability data, decision-making and performance to effectively measure business value and sustainable impact for all stakeholders. To view

Honeywell announced that the next installment of its live leadership webcast series for investors will feature a conversation between Doug Wright, president and chief executive officer of Honeywell Building Technologies, Mike Stepniak, vice president and chief financial officer of Honeywell Building Technologies, and John Walsh, head of U.S. electrical equipment and multi-industry research at Credit Suisse, on Thursday, June 16, 2022, from 11:00 a.m. – 11:45 a.m. EDT. Webcast Details A live webcast of the presentation and any related presentation materials will be available through the Investor Relations section of the company's website. A replay of the webcast will be available for 30 days following the presentation. Honeywell is a Fortune 100 technology company that delivers industry-specific solutions that include aerospace products and services; control technologies for buildings and industry; and performance materials globally. Our technologies help aircraft, buildings, manufacturing plants, supply chains, and workers become more connected to make our world smarter, safer, and more sustainable. For more news and information

Altair, a global leader in computational science and artificial intelligence, announced that James Scapa, chairman and chief executive officer, and Matt Brown, chief financial officer, will participate in the following investor conferences: Event:   Nasdaq Investor Conference When:   Tuesday, June 14, 2022 Time:   3:30 a.m. ET (8:30 a.m. BST) Format:   Presentation       Event:   Berenberg Thematic Software Conference 2022 When:   Wednesday, June 15, 2022 Time:   8:00 a.m. ET (1:00 p.m. BST) Format:   Fireside Chat A live webcast, as well as a replay, of the presentations will be available on the company’s investor relations website at http://investor.altair.com. To view the original press release, please click here. Search for Altair on CIMdata.com