WP_Term Object
(
    [term_id] => 20
    [name] => Samsung Foundry
    [slug] => samsung-foundry
    [term_group] => 0
    [term_taxonomy_id] => 20
    [taxonomy] => category
    [description] => 
    [parent] => 158
    [count] => 122
    [filter] => raw
    [cat_ID] => 20
    [category_count] => 122
    [category_description] => 
    [cat_name] => Samsung Foundry
    [category_nicename] => samsung-foundry
    [category_parent] => 158
    [is_post] => 
)
            
WP_Term Object
(
    [term_id] => 20
    [name] => Samsung Foundry
    [slug] => samsung-foundry
    [term_group] => 0
    [term_taxonomy_id] => 20
    [taxonomy] => category
    [description] => 
    [parent] => 158
    [count] => 122
    [filter] => raw
    [cat_ID] => 20
    [category_count] => 122
    [category_description] => 
    [cat_name] => Samsung Foundry
    [category_nicename] => samsung-foundry
    [category_parent] => 158
    [is_post] => 
)

Samsung Ugly as Expected Profits off 69% Winning a Game of CAPEX Chicken

Samsung Ugly as Expected Profits off 69% Winning a Game of CAPEX Chicken
by Robert Maire on 01-09-2023 at 6:00 am

Samsung 2022

-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

Samsungs worst quarter in 8 years no surprise

Samsung pre… Read More


Samsung Versus TSMC Update 2022

Samsung Versus TSMC Update 2022
by Daniel Nenni on 12-02-2022 at 6:00 am

TSMC Versus Samsung

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


A Memorable Samsung Event

A Memorable Samsung Event
by Daniel Nenni on 10-07-2022 at 6:00 am

Samsung DRAM Roadmap 2022

Samsung hosted its first-ever Samsung Tech Week Oct 3-5 with some insightful keynotes and great food. The week led off with Samsung Foundry Forum and a keynote from Foundry president, Si-Young Choi. Attendees at Samsung Foundry’s SAFE Forum were welcomed by Ryan Lee, head of the business’ Design Enablement team. John In-Young… Read More


Micron and Memory – Slamming on brakes after going off the cliff without skidmarks

Micron and Memory – Slamming on brakes after going off the cliff without skidmarks
by Robert Maire on 10-03-2022 at 10:00 am

Wiley Coyote Semiconductor Crash 2022 1

-Micron slams on the brakes of capacity & capex-
-But memory market is already over the cliff without skid marks
-It will likely take at least a year to sop up excess capacity
-Collateral impact on Samsung & others even more important

Micron hitting the brakes after memory market already impacts

Micron capped off an otherwise… Read More


Samsung Foundry Forum & SAFE™ Forum 2022

Samsung Foundry Forum & SAFE™ Forum 2022
by Daniel Nenni on 09-16-2022 at 6:00 am

SFF SAFE GLOBAL Banner 400 400

It has been an exciting time in the semiconductor industry and the excitement is far from over. Years 2022 and 2023 will be more challenging in many different ways and live activities have just begun. The cornerstones to the semiconductor industry are the foundries so I look forward to the live foundry events coming up in October,… Read More


Intel and the EUV Shortage

Intel and the EUV Shortage
by Scotten Jones on 04-13-2022 at 10:00 am

Slide1

In my “The EUV Divide and Intel Foundry Services” article available here, I discussed the looming EUV shortage. Two days ago, Intel announced their first EUV tool installed at their new Fab 34 in Ireland is a tool they moved from Oregon. This is another indication of the scarcity of EUV tools.

I have been tracking EUV system production… Read More


The EUV Divide and Intel Foundry Services

The EUV Divide and Intel Foundry Services
by Scotten Jones on 03-23-2022 at 10:00 am

Intel IDM 2.0 Process Roadmap
The EUV Divide

I was recently updating an analysis I did last year that looked at EUV system supply and demand, while doing this I started thinking about Intel and their Fab portfolio.

If you look at Intel’s history as a microprocessor manufacturer, they are typically ramping up their newest process node (n), in volume production… Read More


Samsung Keynote at IEDM

Samsung Keynote at IEDM
by Scotten Jones on 01-27-2022 at 6:00 am

Samsung Keynote Figure 1

Kinam Kim is a longtime Samsung technologist who has published many excellent articles over the years. He is now the Chairman of Samsung Electronics, and he gave a very interesting keynote address at IEDM.

He began with some general observations:

The world is experiencing a transformation powered by semiconductors that has been… Read More


Ansys CEO Ajei Gopal’s Keynote on 3D-IC at Samsung SAFE Forum

Ansys CEO Ajei Gopal’s Keynote on 3D-IC at Samsung SAFE Forum
by Tom Simon on 12-09-2021 at 10:00 am

Ajei Gopal talks about 3D IC

System on chip (SoC) based design has long been recognized as a powerful method to offer product differentiation through higher performance and expanded functionality. Yet, it comes with a number of limitations, such as high cost of development.  Also, SoCs are monolithic, which can inhibit rapid adaptation in the face of changing… Read More


Foundry Fantasy- Deja Vu or IDM 2?

Foundry Fantasy- Deja Vu or IDM 2?
by Robert Maire on 03-26-2021 at 8:00 am

Foundry Profit 2020

– Intel announced 2 new fabs & New Foundry Services
– Not only do they want to catch TSMC they want to beat them
– It’s a very, very tall order for a company that hasn’t executed
– It will require more than a makeover to get to IDM 2.0

Intel not only wants to catch TSMC but beat them at their own Read More