Semiwiki 400x100 1 final

Consumer memory slowing more than AI gaining

Consumer memory slowing more than AI gaining
by Robert Maire on 12-23-2024 at 10:00 am

Micron Idaho Fabs
  • Consumer memory slowing more than AI gaining causing weakness
  • HBM sold out for 2025- HBM is most of Capex- NAND near zero
  • Big miss on Q1 guide crushes stock on disappointment
  • Positive for Nvidia- Negative for Broadcom/Qualcomm
Micron – AI is wonderful & growing out of bounds while consumer sucks

Micron reported in line… Read More


Intel Presents the Final Frontier of Transistor Architecture at IEDM

Intel Presents the Final Frontier of Transistor Architecture at IEDM
by Mike Gianfagna on 12-23-2024 at 6:00 am

Intel Presents the Final Frontier of Transistor Architecture at IEDM

IEDM was buzzing with many presentations about the newest gate-all-around transistor. Both Intel and TSMC announced processes based on nanosheet technology. This significant process innovation allows the fabrication of silicon RibbonFET CMOS devices, which promise to open a new era of transistor scaling, keeping Moore’s… Read More


Podcast EP267: The Broad Impact Weebit Nano’s ReRAM is having with Coby Hanoch

Podcast EP267: The Broad Impact Weebit Nano’s ReRAM is having with Coby Hanoch
by Daniel Nenni on 12-20-2024 at 10:00 am

Dan is joined by Coby Hanoch, Coby joined Weebit Nano as CEO in 2017. He has 15 years of experience in engineering and engineering management roles, and 28 years of experience in sales management and executive roles.

Coby describes the impact Weebit Nano’s ReRAM technology is having for: Embedded non-volatile memory, in… Read More


If you believe in Hobbits you can believe in Rapidus

If you believe in Hobbits you can believe in Rapidus
by Robert Maire on 12-20-2024 at 6:00 am

Rapidus Fab Japan

– Semicon Japan super crowded but outlook still uncertain/muted
– Slow analysts finally capitulate on weakening 2025 WFE outlook
– Article confirms our view on chip equip lobbying for China sales
– TSMC continues dominate, China slows, Samsung/Intel weak

Semicon Japan crowded but muted

We attended… Read More


TSMC Unveils the World’s Most Advanced Logic Technology at IEDM

TSMC Unveils the World’s Most Advanced Logic Technology at IEDM
by Mike Gianfagna on 12-19-2024 at 10:00 am

TSMC Unveils the World’s Most Advanced Logic Technology at IEDM

There was a lot of discussion at IEDM about the coming shift to gate-all-around (GAA) transistor structures. This new device brings many benefits to continue device scaling, both at the monolithic device level as well as for multi-die design. The path to GAA is not simple, there are new material, process and design considerations… Read More


Ultra Ethernet and UALink IP solutions scale AI clusters

Ultra Ethernet and UALink IP solutions scale AI clusters
by Don Dingee on 12-19-2024 at 6:00 am

UALink and Ultra Ethernet roles in AI infrastructure clusters

AI infrastructure requirements are booming. Larger AI models carry hefty training loads and inference latency requirements, driving an urgent need to scale AI acceleration clusters in data centers. Advanced GPUs and NPUs offer solutions for the computational load. However, insufficient bandwidth or latency between servers… Read More


Reset Domain Crossing (RDC) Challenges

Reset Domain Crossing (RDC) Challenges
by Daniel Payne on 12-18-2024 at 10:00 am

Origin of reset trees

In the early days an IC had a single clock and a single reset signal, making it a simple matter to reset the chip into a known, stable state, so there was little need for detailed analysis. For modern designs there can be dozens to hundreds of clocks, creating separate domains and some use of asynchronous resets, so the challenge of ensuring… Read More


CEO Interview: Slava Libman of FTD Solutions

CEO Interview: Slava Libman of FTD Solutions
by Daniel Nenni on 12-18-2024 at 6:00 am

Slava Libman preferred

Slava Libman, Ph.D. is the CEO of FTD solutions, the provider of facility management solutions that improve sustainability and enhance efficiency in industrial facilities. With more than 25 years of experience in water technology, Dr. Libman is a sought-after speaker and an active leader in the water and semiconductor industries.… Read More


Intel – Everyone’s Favourite Second Source?

Intel – Everyone’s Favourite Second Source?
by Peter Bennet on 12-17-2024 at 10:00 am

newsroom robert noyce bldg 2.jpg.rendition.intel.web.1280.720

A response to Daniel Nenni’s “What’s Wrong with Intel?” article, which invited alternative views.

At the risk of calling down the forecast universal opprobrium, I’m going to disagree with Dan’s take on the centrality of Intel.

I don’t agree that Intel is too big/important to fail or that the US can’t succeed in semiconductors without… Read More


An Invited Talk at IEDM: Intel’s Mr. Transistor Presents The Incredible Shrinking Transistor – Shattering Perceived Barriers and Forging Ahead

An Invited Talk at IEDM: Intel’s Mr. Transistor Presents The Incredible Shrinking Transistor – Shattering Perceived Barriers and Forging Ahead
by Mike Gianfagna on 12-16-2024 at 10:00 am

An Invited Talk at IDEM Intel’s Mr. Transistor Presents The Incredible Shrinking Transistor – Shattering Perceived Barriers and Forging Ahead

IEDM turned 70 last week. This was cause for much celebration in the form of special events. One such event was a special invited paper on Tuesday afternoon from Intel’s Tahir Ghani, or Mr. Transistor as he is known. Tahir has been driving innovation at Intel for a very long time. He is an eyewitness to the incredible impact of the Moore’s… Read More