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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
Predictions and trends create the forces that accelerate innovations and keep the industry moving forward. We are all used to hearing of important issues and challenges, usually in the context of solutions offered by various vendors. The SemiWiki forum plays its role in bringing awareness of all of the above to its audience. For… Read More
COVID was certainly a black swan event but semiconductors have seen similar events over the past 50 years, some of which I have experienced personally. The Dot-com bubble comes to mind but there were others. The question is will history repeat itself and the answer, according to Malcolm Penn of Future Horizons, is yes.
Malcolm is… Read More
Advanced board designs are fertile ground for misbehavior in time and frequency domains. Relying on intuition, then waiting until near-final product for power integrity (PI) or EMI testing almost guarantees board respins are coming. Lumped-parameter simulations of on-board power delivery networks (PDNs) struggle with … Read More
In the first half of 2021, the number of attacks on IoT devices more than doubled to 1.5 billion attacks in just six months. These attacks target some typical weaknesses, such as the use of weak passwords, lack of regular patches and updates, insecure interfaces, and insufficient data protection. However, researchers from Bishop… Read More
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The Risk of Not Optimizing Clock Power