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This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More
AMD’s Q1-2024 financial results are out, prompting us to delve into the Data Center Processing market. This analysis, usually reserved for us Semiconductor aficionados, has taken on a new dimension. The rise of AI products, now the gold standard for semiconductor companies, has sparked a revolution in the industry, making… Read More
On Friday April 12th Intel held a press briefing on their adoption of High NA EUV with Intel fellow and director of lithography Mark Phillips.
In 1976 Intel built Fab 4 in Oregon, the first Intel fab outside of California. With the introduction of 300mm Oregon became the only development site for Intel with large manufacturing, development,… Read More
“Real men have fabs” was an insult AMD founder Jerry Sanders hurled at his poor competitors who could not afford to build fabs. A few years later, AMD would be fabless, spinning off its manufacturing facilities as GlobalFoundries. This was the beginning of a transformative period for the industry.
Lisa Su could rightfully retort:
Soitec is a unique company that is at the center of major changes in our industry. Technology megatrends are fueling massive demand for semiconductors and this has increased the adoption of engineered substrates. As a global leader in the development of engineered substrates, Soitec is a company to watch. While this technology… Read More
On April 8 and 9 Intel held its Intel Vision event in Phoenix Arizona. This is Intel’s premier event for business and technology executive leaders to come together and learn about the latest industry trends and solutions in advancements from client, to edge, to data center and cloud. The theme of this year’s event was Bringing AI … Read More
NVIDIA cuLitho Accelerates Semiconductor Manufacturing’s Most Compute-Intensive Workload by 40-60x, Opens Industry to New Generative AI Algorithms.
An incredible example of semiconductor industry partnerships was revealed during the Synopsys User Group (SNUG) last month. It started with a press release but there is much… Read More
Throughout the debate on fab incentives and the Chips Act I keep seeing comments like; TSMC makes >90% of all advanced silicon, or sometimes Taiwan make >90% of all advanced silicon. This kind of ill-defined and grossly inaccurate statement drives me crazy. I just saw someone make that same claim in the SemiWiki forums and… Read More
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
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).
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