Linley Spring Conference Banner SemiWiki
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Newsflash Chip Equip Blockade back on!

Newsflash Chip Equip Blockade back on!
by Robert Maire on 03-29-2020 at 2:00 pm

US China Blockade


Blocking chip sales to Huawei back on front burner
Covid19 & China Trade are equally bad
Long lived Uncertainty could “plague” industry sales going forward
Political Predictability worse than Disease Predictability

Reuters broke a story today that the proposed licensing of chip equipment to prevent “bad… Read More


Filling the ASIC Void – Part 1

Filling the ASIC Void – Part 1
by Mike Gianfagna on 03-27-2020 at 6:00 am

shutterstock 235025512

It started slowly at first.  Then it began picking up steam. I’m referring to consolidation in the semiconductor sector. I had a front-row seat for what consolidation did to the ASIC part of semiconductor and that is the topic of this discussion. I was the VP of marketing at eSilicon, the company that invented the fabless ASIC model.… Read More


COVID-19 Chip Cycle – How deep, long and what shape?

COVID-19 Chip Cycle – How deep, long and what shape?
by Robert Maire on 03-26-2020 at 10:00 am

Covid 19 Semiconductors SemiWiki 1

It is a demand driven downturn – harder to predict
It may not be “business as usual” after this virus
What systemic changes could the industry face?

Trying to figure out another cycle-driven by inorganic catalyst

Investors and industry participants in the semiconductor industry who are used to normal cyclical… Read More


Reducing Your ASIC Production Risk!

Reducing Your ASIC Production Risk!
by Daniel Nenni on 03-23-2020 at 10:00 am

Delta Managing the ASIC Supply Chain

Managing the ASIC manufacturing is one of the biggest challenges of chip projects.

Building an ASIC supply chain requires specific expertise. Throughout the process you’ll be confronted with hundreds of decisions that will require specific knowledge in order to be addressed correctly, avoid costly mistakes and lose time. … Read More


Semiconductor COVID-19 Update!

Semiconductor COVID-19 Update!
by Mark Dyson on 03-22-2020 at 10:00 am

COVID 19 Semiconductors SemiWiki

Last week whilst China started to recover from COVID-19 outbreak, the rest of the world was seriously impacted by the growing number of cases as the number of cases and deaths outside of China grew higher than in China. With the rise, many governments around the world belatedly put in measures to prevent the further spread of the … Read More


COVID-19 and Semiconductors

COVID-19 and Semiconductors
by Bill Jewell on 03-18-2020 at 10:00 am

COVID 19 and semiconductors SemiWiki

The threat of COVID-19 (coronavirus) is continuing to spread. As of March 17, the World Health Organization (WHO) reported 179,111 confirmed cases and 7,426 deaths. WHO declared COVID-19 a pandemic as of March 11. Many countries have imposed severe restrictions to slow the spread of the disease, ranging from banning of large … Read More


Will the Q1 Haircut become Covid-19 Crew Cut in Q2?

Will the Q1 Haircut become Covid-19 Crew Cut in Q2?
by Robert Maire on 03-16-2020 at 5:00 am

Corvid 19 Crew Cut Semiwiki
  • Corona impact growing exponentially in chip food chain
  • YMTC in Wuhan may be “patient zero”
  • Q1 revenue haircuts may turn into Q2 crewcuts
  • Working from home really doesn’t work

When does a haircut become a crew cut in revenues?
All the major semiconductor equipment makers took a significant haircut to their Q1… Read More


SPIE 2020 – Applied Materials Material-Enabled Patterning

SPIE 2020 – Applied Materials Material-Enabled Patterning
by Scotten Jones on 03-13-2020 at 10:00 am

2020 SPIE Media Briefing Full Slides for Scott Jones Page 16

I wasn’t able to attend the SPIE Advanced Lithography Conference this year for personal reasons, but Applied Materials was kind enough to set up a phone briefing for me with Regina Freed to discuss their Materials-Enabled Patterning announcement.

At IEDM Applied Materials (AMAT) tried to put together a panel across the entire… Read More


COVID-19 Collateral Chip Collision – Will Fabs & Foundries Flounder?

COVID-19 Collateral Chip Collision – Will Fabs & Foundries Flounder?
by Robert Maire on 03-05-2020 at 6:00 am

Corvid 19 SemiWiki

Corona Fab Impact –
lower production/raise prices
Chip production supply chain may break
It could temporarily fix memory oversupply
Could it risk the fall roll out of next Iphone

The ” Two week tango” – Waiting games at fabs
When a highly specialized piece of semiconductor equipment misbehaves to the… Read More


LithoVision – Economics in the 3D Era

LithoVision – Economics in the 3D Era
by Scotten Jones on 03-04-2020 at 6:00 am

Slide3

Each year on the Sunday before the SPIE Advanced Lithography Conference, Nikon holds their LithoVision event. This year I had the privilege of being invited to speak for the third consecutive year, unfortunately, the event had to be canceled due to concerns over the COVID-19 virus but by the time the event was canceled I had already… Read More