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Podcast EP142: The Drive Toward a More Sustainable Semiconductor Industry with EMD Electronic’s Anand Nambiar

Podcast EP142: The Drive Toward a More Sustainable Semiconductor Industry with EMD Electronic’s Anand Nambiar
by Daniel Nenni on 02-03-2023 at 10:00 am

Dan is joined by Anand Nambiar, Executive Vice President and Global Head of Semiconductor Materials at EMD Electronics, the North American Electronics business of Merck KGaA, Darmstadt, Germany. Anand has over 23 years’ experience in the semiconductor industry. His previous roles include Associate Director – Quality… Read More


Hynix historic loss confirms memory meltdown-getting worse – AMD a bright spot

Hynix historic loss confirms memory meltdown-getting worse – AMD a bright spot
by Robert Maire on 02-03-2023 at 8:00 am

Memory Meltdown

-Hynix reports worst downturn in 10yrs – Already in red ink
-If the #2 memory maker is already negative what does it say?
-Confirms our view of 2023 write off- maybe 2024 better?
-Micron Mangled? & Toshiba Toast?- Buyers advantage

Hynix posts record $1.4B loss- worst in 10 years

Not all that surprisingly Hynix reported… Read More


Alphawave Semi at the Chiplet Summit

Alphawave Semi at the Chiplet Summit
by Daniel Nenni on 02-03-2023 at 6:00 am

Alphawave Semi Chiplet Summit

The first annual Chiplet Summit was held last week in San Jose and I must say it exceeded my expectations, but I have some advice for the participating speakers and sponsoring companies. A good portion of the content was on WHY chiplets and not HOW. I think we have progressed passed this point and if we keep dwelling on it we will delay… Read More


Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs

Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs
by Robert Maire on 02-02-2023 at 2:00 pm

Samsung Electronics

-Samsung said its not reducing its capex despite downturn
-A clear indication they want to take share/kill Micron & others
-Is the US government subsidizing predatory chip behavior?
-The last US memory chip maker is clearly threatened

Samsung announces worst results in 8 years

Samsung released its earnings which were the… Read More


Trends and Challenges in Quantum Computing

Trends and Challenges in Quantum Computing
by Ahmed Banafa on 02-02-2023 at 10:00 am

Trends and Challenges in Quantum Computing 1

Quantum Computing is the area of study focused on developing computer technology based on the principles of quantum theory. Tens of billions of public and private capitals are being invested in Quantum technologies. Countries across the world have realized that quantum technologies can be a major disruptor of existing businesses… Read More


Careful Who You Work for

Careful Who You Work for
by Roger C. Lanctot on 02-02-2023 at 6:00 am

Careful Who You Work for

When one is looking for a job and that hunt extends from weeks into months or even years one is inclined to default to an any-port-in-a-storm mindset. Some recent experiences suggest to me that that mentality may need a reevaluation.

I was surprised to learn recently, from conversations with industry acquaintances, that one’s… Read More


U.S., Japan & Dutch versus China Chips & Memory looks to be in a long downturn

U.S., Japan & Dutch versus China Chips & Memory looks to be in a long downturn
by Robert Maire on 02-01-2023 at 2:00 pm

US Japan China

-US, Japan & Dutch agree to embargo some China chip equip
-Goes beyond just leading edge & will increase negative impact
-China might catch up in decades or invade Taiwan tomorrow
-Why the memory downturn could be longer than expected

Ganging up on China

It appears that the US has put together a coalition of the US, Japan and… Read More


Achieving Faster Design Verification Closure

Achieving Faster Design Verification Closure
by Daniel Payne on 02-01-2023 at 10:00 am

Questa Verification IQ min

On big chip design projects the logic verification effort can be larger than the design effort, taking up to 70% of the project time based on data from the 2022 Wilson Research Group findings. Sadly, the first silicon success rate has gone downwards from 31 percent to just 24 percent in the past 8 years, causing another spin to correct… Read More


Multiple Monopole Exposures: The Correct Way to Tame Aberrations in EUV Lithography?

Multiple Monopole Exposures: The Correct Way to Tame Aberrations in EUV Lithography?
by Fred Chen on 02-01-2023 at 6:00 am

Multiple Monopole Exposures 1

For a leading-edge lithography technology, EUV (extreme ultraviolet) lithography is still plagued by some fundamental issues. While stochastically occurring defects probably have been the most often discussed, other issues, such as image shifts and fading [1-5], are an intrinsic part of using reflective EUV optics. However,… Read More


Lam chops guidance, outlook, headcount- an ugly, long downturn- memory plunges

Lam chops guidance, outlook, headcount- an ugly, long downturn- memory plunges
by Robert Maire on 01-31-2023 at 2:00 pm

Lamb chops

-Lam Research chops guidance, outlook & headcount sharply
-Further declines as 2023 will be H1 weighted- No end in sight
-System sales cut by more than half as even service is cut
-Memory is the culprit as expected-Forcing business “reset”

A sad sounding conference call….

While Lam reported a good December,… Read More