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– Musk chip lifeline to Samsung comes with interesting strings attached
– Musk chose Samsung over Intel-What does that say about Intel?
– Musk will hold sway over Samsung much as Apple/NVDA over TSMC
– Will Musk do a “DOGE” on chip tool makers? How much influence?
Insights into the Semiconductor Industry and the Semiconductor Supply Chain
I am not an expert in geopolitical issues, but lately, my research has begun to worry me. As I was preparing to be interviewed for Chinese media, I was in my “Chinese Zone”, adapting to what is palatable to a Chinese audience. Maybe my mode provoked the thought:… Read More
Despite murky goals and moving targets, the recent CHIPS Act sets the stage for long term government incentives.
Authored by Jo Levy and Kaden Chaung
On April 25, 2024, the U.S. Department of Commerce announced the fourth, and most likely final, grant under the current U.S. CHIPS Act for leading-edge semiconductor manufacturing.… 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
Given the changes in the music business, the term “Rock Star” doesn’t really have any relevance to music or its performers anymore. Instead, we use the term to describe leaders, innovators and generally people or organizations of great significance. In the world of semiconductors, the designers of advanced chips were the rock… Read More
On the heels of the TSMC Symposium and the Intel Foundry update, Samsung held their Foundry Forum today live in Silicon Valley. As usual it was a well attended event with hundreds of people and dozens of ecosystem partners. The theme was the AI Era which is appropriate. As I have mentioned before, AI will touch most every chip and there… Read More
Many credible market analysis firms are predicting the semiconductor market to reach the trillion dollar mark over the next six years or so. Just compare this to the more than six decades it took for the market to cross the $500 billion mark. The projected growth rate is incredible indeed and is driven by fast growing market segments… Read More
As one of the world’s leading chip foundries, Samsung occupies a vital position in the semiconductor value chain. The annual Samsung Advanced Foundry Ecosystem (SAFE™) Forum is a must-go event for semiconductor and electronic design automation (EDA) professionals. Ajei Gopal, President and CEO of Ansys, has the honor of delivering… Read More
-Samsung off the same chip cliff as Micron- “No skid marks”
-Samsung may be winning at a game of “Capex Chicken”
-No expectation of recovery any time soon – Consumers weak
-2023 a write off- Recovery will be delayed if spending isn’t
Samsung pre… Read More
After attending the TSMC and Samsung foundry conferences I wanted to share some quick opinions about the foundry business. Nothing earth shattering but interesting just the same. Both conferences were well attended. If we are not back to the pre pandemic numbers we are very close to it.
TSMC and Samsung both acknowledged that there… Read More
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cHBM for AI: Capabilities, Challenges, and Opportunities