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Is Intel Losing its Memory?

Is Intel Losing its Memory?
by Robert Maire on 10-19-2020 at 12:00 pm

Intel SK Hynix NAND
  • It’s reported that Intel is selling its NAND ops to SK Hynix
  • Would likely get Intel out of a tough & distracting market
  • Is Intel abandoning China? Like Intel’s sale of XPoint to Micron

Getting out of NAND makes sense
The memory market is very tough, competitive and worst of all, very cyclical. Unless you have an iron… Read More


ASML is Strong Because TSMC is Hot!

ASML is Strong Because TSMC is Hot!
by Robert Maire on 10-15-2020 at 10:00 am

TSMC ASML EUV 2020
  • ASML has strong quarter lead by great Taiwan and EUV
  • EUV “crossed over” DUV as revenue leader- signaling new era
  • Taiwan doubles, China grows, Korea weaker, US further behind

ASML hits great numbers
ASML reported revenues of Euro 4B, with income of Euro 2.54EPS, both beating estimates handily. Ten EUV systems were … Read More


Concurrency and Collaboration – Keeping a Dispersed Design Team in Sync with NetApp

Concurrency and Collaboration – Keeping a Dispersed Design Team in Sync with NetApp
by Mike Gianfagna on 10-14-2020 at 10:00 am

Concurrency and Collaboration – Keeping a Dispersed Design Team in Synch with NetApp

 

In a recent post, I discussed how NetApp provides comprehensive support for moving your EDA flow to the cloud. In that post, I explored the tools, technologies and services that help design organizations move to the cloud in a coherent, predictable, and incremental manner. Having a smooth-running hybrid/on-premise or… Read More


Apple Is Evaluating Scratch Resistant Diamond Like Coatings On Gorilla Glass

Apple Is Evaluating Scratch Resistant Diamond Like Coatings On Gorilla Glass
by Robert Castellano on 10-07-2020 at 10:00 am

DLC T1

Despite the improvements in glass material used in smartphone displays, many, if not all, leading smartphone manufactures such as Apple  and other smartphone manufacturers are evaluating a coating method that further increases the durability of screens at a cost of just pennies per display by coating them with diamonds.… Read More


EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020

EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020
by Daniel Nenni on 10-05-2020 at 10:00 am

EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020

The ESD Alliance tracks revenue growth for a large number of EDA companies. Their recent report paints a positive picture in a landscape dotted with challenges and not-so-good news. The report cites 12.6% overall revenue growth for Q2 2020 vs. Q2 2019. Furthermore, the overall most recent four quarter revenue average has increased… Read More


SMIC China Sanctions – Headwinds For Applied Materials And Lam Research

SMIC China Sanctions – Headwinds For Applied Materials And Lam Research
by Robert Castellano on 10-05-2020 at 6:00 am

Micron Technology and SMIC C1

On September 26 there were media reports that the U.S. Commerce Department has added China’s largest chipmaker, Semiconductor Manufacturing International Corporation (SMIC) , to its entity list, after it determined there an “unacceptable risk” that equipment SMIC received could be used for military purposes

U.S. firms would… Read More


Veriest Meetup Provides Insights on Safety, Deadlocks

Veriest Meetup Provides Insights on Safety, Deadlocks
by Bernard Murphy on 10-01-2020 at 6:00 am

Veriest Logo min

I wasn’t familiar with Veriest, I’m guessing you may not be either. They are a design and verification services company based in the Tel Aviv area (Israel). The CEO, Moshe Zalcberg, was earlier GM for Cadence in Israel. Echoes for me of the early days working with Ajoy Bose in Interra. Veriest have a big emphasis in verification, for… Read More


SMIC Cut off by US Government is Doomsday Scenario for US Chip Equipment Companies

SMIC Cut off by US Government is Doomsday Scenario for US Chip Equipment Companies
by Robert Maire on 09-27-2020 at 2:00 pm

US versus China Semiconductor

SMIC Cut Off = Worst case scenario
SMIC is on US gov “no fly” list for US Equipment Companies
Will likely lead to loss of all of China- 25% to 50% of revenues
Retaliation by China will worsen situation
SMIC cut off from US technology (Chip Equip)

It has been reported in the Wall St Journal and many news outlets that the US government… Read More


Electronics Production Healthy

Electronics Production Healthy
by Bill Jewell on 09-16-2020 at 4:00 pm

Electronics Production 2020

Global electronics production is healthy, despite the COVID-19 pandemic. The chart below shows the three-month-average change versus a year ago (3/12 change) in electronics production (measured in local currency) for the major Asian producers. China is the largest electronics manufacturing country and the original source… Read More


VLSI Symposium 2020 – Imec Monolithic CFET

VLSI Symposium 2020 – Imec Monolithic CFET
by Scotten Jones on 09-13-2020 at 10:00 am

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The 2020 VLSI Technology Symposium was held as a virtual conference from June 14th through June 19th. At the symposium Imec gave an interesting paper on Monolithic CFET and I had a chance to interview one of the authors, Hiroaki Arimura.

It is well known in the industry that FinFETs (FF) are reaching the end of their scaling life. Samsung… Read More