An earlier SemiWiki post discussed water sustainability in semiconductor manufacturing, related challenges and solutions. Whether first time use or recycled use, water purity needs to meet certain stringent criteria for the processing task on hand. This article will look at it from a wafer quality and yield perspective and… Read More
RISC-V Summit Buzz – Axiomise Accelerates RISC-V Designs with Next Generation formalISA®
If the recent RISC-V Summit proved one thing it’s that open-source hardware design, and particularly the RISC-V instruction set architecture (ISA) has entered the mainstream. It is a design methodology and architecture to watch closely. Across a broad range of applications from data center, to automotive, to IoT, RISC-V processors… Read More
CEO Interview: David Moore of Pragmatic
David has almost 25 years of leadership experience in the semiconductor industry. Prior to joining Pragmatic, he served as Chief Strategy Officer at Micron Technology, Inc. He also spent six years at Intel Corporation in various roles, including General Manager of the Programmable Solutions Group, where he led the multi-billion-dollar… Read More
Webinar: Silicon Catalyst & EE Times Examine the Bigger Picture Aspects of AI – Nov. 29, 2023 – 9am to 10am Pacific
Artificial Intelligence (AI) is dominating the news cycle these days. It used to be about the latest (and largest) chips to accelerate AI algorithms. While that’s still relevant and exciting, AI news is taking a much broader, socioeconomic character. What does AI mean for job security, the economy, or even life on Earth? These … Read More
Semiconductors Headed Toward Strong 2024
The global semiconductor market is now solidly in a turnaround. WSTS revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With our Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q 2023 will be a positive 6%. This will set the stage for… Read More
AMAT- Facing Criminal Charges for China Exports – Overshadows OK Quarter
– News that AMAT facing criminal charges for violating China sanctions
– Sounds like Ion implant tools sent to SMIC in China via South Korea
– Criminal probe goes back to shipments starting in 2021 & 2022
– Overshadows an otherwise OK quarter and outlook
Reuters broke the news on the day of earnings
… Read MoreThe Coming China Chipocalypse – Trade Sanctions Backfire – Chips versus Equipment
- China Chip Sanctions have had opposite of intended effect
- Helps AMAT, LRCX, KLAC & TEL- Hurts Micron and GloFo
- Tsunami of Chinese capacity will hurt memory & 2nd tier chip makers
- The probability of a much longer chip downcycle is increasing
China is cornering the market on Semiconductor equipment
Quarterly reports from… Read More
Executive Interview: Tony Casassa, General Manager of METTLER TOLEDO THORNTON
Tony Casassa has served as the General Manager of METTLER TOLEDO THORNTON since 2015, after having joined the company in 2007 to lead the US Process Analytics business. Prior to spending the last 16 years with METTLER TOLEDO, Tony held various business leadership positions for 2 decades with Rohm and Haas Chemical. A common thread… Read More
DVCon Europe is Coming Soon. Sign Up Now
I’m a fan of DVCon, a fan of Accellera and a fan of Munich, hosting DVCon Europe once again. This year’s event runs from November 14th through 15th (with some events on the 16th) at the Holiday Inn Munich in the City Center. Phillippe Notton (CEO, SiPearl) will deliver a keynote on “Energy Efficient High-Performance Computing in the… Read More
KLAC- OK quarter in ugly environment- Big China $ – Little Process $ – Legacy good
- KLA has an OK quarter in an ugly market- bouncing along bottom
- Like Lam & ASML, China was huge at 43% represents more risk
- 2/3 Foundry/logic, 1/3 memory – Process tools were weak
- No change, stable , no visibility on recovery
Quarter and guide were good in continued ugly industry
As expected KLAC reported earnings at the … Read More
Podcast EP196: A Look at the Upcoming IEDM Conference with the Publicity Chair and Vice Chair