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According to the ESD Alliance, the single biggest revenue category in our industry is for semiconductor IP, so the concept of IP reuse is firmly established as a way to get complex products to market more quickly and reducing risk. On the flip side, with hundreds or even thousands of IP blocks in a complex SoC, how does a team, division… Read More
Among the multiple technologies that are poised to deliver substantial value in the future, Artificial Intelligence (AI) tops the list. An IEEE survey showed that AI will drive the majority of innovation across almost every industry sector in the next one to five years.
As a result, the AI revolution is motivating the need for … Read More
The much anticipated (virtual) DVCON 2022 is happening this week and functional verification plus UVM is a very hot topic. Functional Verification Engineers using UVM can enjoy a large number of benefits by synthesizing test content for their testbenches. Abstract, easily composable models, coverage-driven content, deep… Read More
Last Thursday Intel held their investors meeting, in this write up I wanted to focus on my areas of coverage/expertise, process technology and manufacturing.
Technology Development presented by Ann Kelleher
Last year Intel presented their Intel Accelerated plan and, in this meeting, we got a review of where Intel stands on that… Read More
ON, ACLS, RMBS, AOSL, CAMT, ICHR, ONTO, SUMCO, and more!
SUMCO was the best call I read this quarter. There were many great bits of information but I want to start with the stat that really shocked me.
First of all, with regard to the LTAs out to 2026 and whether we did make progress in the last 3 months, that is correct. In the last 3 months,
-Production constraints push backlog up $1.3B to $8B
-Looks like $100B in WFE 2022 VS $80B in 2021
-Almost sold out for 2022- Could lead to continued growth 2023
-Insp/metrology up 68% Y/Y- Expect steady growth in 2022
Can’t keep up with demand….
Revenue came in at $6.27B and NonGAAP EPS of $1.89. A very slight beat of … Read More
The rationale behind the Tower Semi acquisition and things to watch out for at Intel’s investor day.
Intel bids for Tower Semi
First I have to quote myself because Tower was an error of omission. In November in a piece that was likely too long for its own good, I mentioned that trailing edge fabs are in a huge position of strength… Read More
Exciting times for the semiconductor industry! Last week Intel announced a billion dollar fund to build a foundry ecosystem and today Intel announced they are acquiring foundry Tower Semiconductor for $5.6 billion dollars, WOW! Some people doubted Intel’s commitment to the foundry market this time. I think we can now put that… Read More
Using the right tool for the job can be extremely important. Well, maybe not in the case of the famed chef Martin Yan who is notorious for using just one knife—a razor sharp wide blade cleaver that doubles as a spatula—for preparing anything and everything he cooks. For the rest of us, though, the right tools can make all the difference.… Read More
The premier verification conference and exhibition is coming up and of course Accellera plays an important role. This year DVCON will again be virtual, which is unfortunate, but I must say as a long time attendee this year’s program really stands out. In fact, there is a new addition that is worth mentioning, it’s the… Read More
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TSMC Formally Sues Ex-SVP Over Alleged Transfer of Trade Secrets to Intel