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Last week was ASML’s investor day. I wasn’t there and they haven’t yet got the material posted on their website, so this is all second hand information. As you know, if you have read any of my comments on EUV, I have been dubious about whether EUV would ever work for production.
The three big problems seem to be:
As I wait for my plane to Taiwan I’m wondering what the New Year has in store for the fabless semiconductor ecosystem. Good things I hope but to make sure let’s take another look at one of my trusted economic bellwethers (TSMC) which I’m guessing will break the $25B revenue mark this year. That is more than a 25% growth rate year… Read More
We know that the best technology or product, even if it exhibits best in class and unmatched features, is almost of no use if lacking an ecosystem. If you think about a processor core, you will expect to find compatible communication bus and memories (inside the SoC) and operating system, compiler, debugger, etc. When dealing with… Read More
Judging from the presentation Hermann Eul did at NASDAQ this week Intel is still in mobile. This presentation was probably inked before Intel Mobile was folded into the PC Group however. The first clue is Hermann’s title was listed as “General Manager and Vice President, Mobile Communications Group” which he is no longer. Even … Read More
In today’s world, the three pillars of security are confidentiality, integrity (of the data), and authentication (i.e. “C.I.A.”). Fortunately, Atmel CryptoAuthentication crypto engines with secure key storage can be used in systems to provide all three of these.
Focusing on the confidentiality pillar, in a symmetric system… Read More
4K UHD TVs were all dressed up at CES 2014 with no content to show. The good news for the 2014 holiday season is the industry has converged on one set of standards for display, interfacing, and encoding, so consumers should not be left marooned in an instant replay of the 3DTV hype-crash cycle. It may be a bit longer before everyone can… Read More
The simple answer is when everything in the world is smart. But if you think deeply, you would find that the continuous progression to make things easy in life is what makes the world smarter day-by-day – the sky is the limit. In the world of computing, consider the 17[SUP]th[/SUP] century era when humanbrain was used as a computer … Read More
File this one under funny things journalists are paid to say. Last week the Korea Times reported that Apple had “designated” Samsung as the primary supplier of the next Apple SoC. In response, the Chinese Commercial Times reported that TSMC is to supply the Apple A9 chip despite competition from Samsung. Since SemiWiki readers … Read More
There is no denying that mobile market is almost matured, the growth in the semiconductor industry has to pick up somewhere else. Although it’s expected that worldwide cellphone subscription will exceed the world population in 2015 (already exceeded in many parts of Europe) and continue for some time (while CAGR in unique subscription… Read More
Intel’s investor meeting was held yesterday and for me the presentation that is most interesting is Bill Holt’s. The presentations are available on the Intel website: Intel Corporation – Presentations Material 2014. Here is the 2013 version of this presentation: Intel Corporation – Presentations Materials 2013… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet