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In December 2023, we published the Intel Revenue forecast for external wafer sales, gave a breakdown on how customers plan to ramp the foundry. The forecast is still valid (it assumes Intel executes on all plans) but since then we have a better understanding of Intel’s strategy and scenarios that could unfold.
The scenarios… Read More
Dan is joined by Jan Pantzar vice president of sales and marketing at VSORA, a provider of high-performance generative AI and ADAS chip solutions based in France. Mr. Pantzar gained extensive experience in the semiconductor, IP and software industries through building and managing organizations around the globe. Previous … Read More
On Wednesday, February 21st Intel held their first Foundry Direct Connect event. The event had both public and NDA sessions, and I was in both. In this article I will summarize what I learned (that is not covered by NDA) about Intel’s business, process, and wafer fab plans (my focus is process technology and wafer fabs).
Dan is joined by Dr. Christophe Maleville, chief technology officer of Soitec’s Innovation. He joined Soitec in 1993 and was a driving force behind the company’s joint research activities with CEA-Leti. For several years, he led new SOI process development, oversaw SOI technology transfer from R&D to production and managed… Read More
For the 2024 SEMI International Strategy Symposium I was challenged by members of the organizing committee to look at where logic will be in ten years from a technology, economics, and sustainability perspective. The following is a discussion of my presentation.
To understand logic, I believe it is useful to understand what makes… Read More
There are trillions of dollars at stake with AI and huge geopolitical consequences. However, the weak foundation to American technological power is their dependence on Taiwan and TSMC, which is where most advanced silicon is manufactured. America has also been taking China to the ropes lately in their economic/technology proxy… Read More
The ambitious United Nations Sustainable Development Goals (SDGs), from reducing food waste to enhancing global healthcare access, hinge on a connected world where every object whispers valuable data. As technology strives to address environmental challenges, healthcare needs, and promote responsible consumption, traditional… Read More
You might not immediately see a connection between semiconductor substrate choices and inference at the edge. These technology layers seem worlds apart and yet SOITEC have a point. Edge AI has rapidly evolved from simple CNNs to now complex reinforcement learning systems and transformer based LLMs. Even when shrunk to edge footprints,… Read More
When we last saw Luc Burgun’s name in the semiconductor industry, he was CEO and co-founder of EVE (Emulation and Verification Engineering), creator of the ZeBu (Zero Bugs) hardware emulator. EVE was acquired by Synopsys in 2012.
After the acquisition, Luc moved out of EDA and became an investor. Join me as I catch up with Luc and … Read More
Chiplets (die stacking) is not new. The origins are deeply rooted in the semiconductor industry and represent a modular approach to designing and manufacturing integrated circuits. The concept of chiplets has been energized as a response to the recent challenges posed by the increasing complexity of semiconductor design. … Read More
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ASML and TSMC’s 12-Inch Photomask Initiative: Technical Significance