Lam Research, Tokyo Electron, JSR Battle It Out In The $5B+ EUV Photoresist, Coater, and Developer Market – CAR vs MOR vs Dry Resist

Lam Research, Tokyo Electron, JSR Battle It Out In The $5B+ EUV Photoresist, Coater, and Developer Market – CAR vs MOR vs Dry Resist
by Dylan Patel on 11-21-2021 at 10:00 am

Lam Research Tokyo Electron EUV

EUV lithography has fundamentally shifted the semiconductor industry forward by giving a step function increase of fidelity in the resolution of photolithography patterning. The increase in resolution hasn’t come for free. Many accompanying advancements have also had to come as a cost to transitioning to EUV. These changes… Read More


Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies

Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies
by Dylan Patel on 10-22-2021 at 8:00 am

Intel Longterm look 2021 SemiWiki

Pat Gelsinger laid it all out on the table and stopped the charade. He was once a farm boy from rural Pennsylvania who moved out to Silicon Valley at the age of 18 to work at Intel. Now he has the keys to the company, and he’s betting the entire farm on its future technological dominance. It’s been very clear Intel will lose market share … Read More


GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out

GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out
by Dylan Patel on 10-06-2021 at 7:00 am

Semiconductor Manufacturing has Shifted to Asia

In 2008, Mubadala, the Abu Dhabi government owned sovereign wealth fund assisted AMD in divesting their manufacturing assets and spinning them off. They were compensated with a combination of direct payments, investments in AMD, and shares in the new firm, GlobalFoundries. The divestiture was a multi-year journey, but by 2012,… Read More


China Has Built The World’s Most Expensive Silicon Carbide Fab, But Numbers Don’t Add Up

China Has Built The World’s Most Expensive Silicon Carbide Fab, But Numbers Don’t Add Up
by Dylan Patel on 10-03-2021 at 10:00 am

China Silicon Carbide Fab 2021

China has consistently pushed large amounts of money into semiconductors via tax policy, subsidies, and loans. This has resulted in the entrance into the supply chain being sped up, but it isn’t all pretty. Wuhan Hongxin Semiconductor Manufacturing (HSMC) is the most public case of a kerfuffle. Money was raised but squandered… Read More


Memory Oligopoly Woes – Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future

Memory Oligopoly Woes – Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future
by Dylan Patel on 09-30-2021 at 2:00 pm

DRAM Scaling 2021 SemiWiki Micron

Memory pricing and margins are at highs as industry consolidation and semiconductor shortages drive the supply demand balance completely out of whack. A common theme of the memory industry has been continued consolidation. We are at only 3 leading edge DRAM producers, and the number of NAND producers is dwindling even with the … Read More


The Impending Chinese NAND Apocalypse – YMTC 128 Layer NAND Is The First Semiconductor Where China Is Technologically Competitive

The Impending Chinese NAND Apocalypse – YMTC 128 Layer NAND Is The First Semiconductor Where China Is Technologically Competitive
by Dylan Patel on 09-29-2021 at 10:00 am

China NAND 1

The NAND flash market has been doing quite well recently. Prices have risen nearly 80% from their lowest levels last year based on TrendForce’s spot prices. Combine Covid-19 with the resulting work from home PC and datacenter booms and NAND spot prices are extremely high. The PC market is starting to turn and phone sales are still… Read More


Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In

Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In
by Dylan Patel on 09-15-2021 at 10:00 am

Apple A15 SoC

Apple has been long hailed for having the best CPU cores for consumer workloads for years. They have by far the highest performance per clock and efficiency driven by performance in the same class as AMD and Intel’s best current CPUs. This was driven by breakneck gains with architectural changes every year for a decade.

Now with the… Read More


Will The China Real Estate Meltdown End The Semiconductor Shortage?

Will The China Real Estate Meltdown End The Semiconductor Shortage?
by Dylan Patel on 09-14-2021 at 6:00 am

China Realestate 2021

Real estate has fledged recently in China under new restrictions. Various local governments have put in various measures to prevent real estate speculation. These measures include halting private equity investment, restrictions on property activities such as gifting, increasing interest rates, and holding local governmentsRead More


Tesla Dojo – Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware

Tesla Dojo – Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware
by Dylan Patel on 08-22-2021 at 6:00 am

training tile 2

Tesla hosted their AI Day and revealed the innerworkings of their software and hardware infrastructure. Part of this reveal was the previously teased Dojo AI training chip. Tesla claims their D1 Dojo chip has a GPU level compute, CPU level flexibility, with networking switch IO. A few weeks ago, we speculated on the packaging ofRead More


Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?

Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?
by Dylan Patel on 08-08-2021 at 10:00 am

NVidia GPU Packaging

We try to stay fact based with our analysis, but recently an image was posted of a Tesla chip that leads to an immense amount of speculation that we would like to dip out toes in. It was posted by Dennis Hong, a world-renowned researcher for robotics and autonomous driving. He is a professor and runs a large lab at UCLA. His tweet only … Read More