All Things Semiconductor!
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Image RemovedLAM will likely bounce on Korea gains & TSMC
Memory still sucks but TSMC is hot!
Korea upside from share gains?
Japan/Korea – The “Beer Barometer”
Looks like a good Q3….
We think when Lam reports their Q3 this wednesday it will likely be a positive catalyst for the stock as we think the report… Read More
Image RemovedASML in line QTR with big Orders
Near term slippage w long term upside
Logic is strong but memory recovery unknown
EUV is finally a reality/commercialized
In line quarter- supplier slippage expected in Q4
Results were revenues of Euro 3B and EPS of Euro 1.49, more or less in line with earnings estimate if a tad bit light… Read More
Image RemovedTSMC puts up solid QTR, Capex increase for 5NM and capacity increase, 5G/mobile remains driver- HPC good 7NM, 27% of revs- Very nice margins!
In line quarter-Good guide
TSMC reported revenues of $9.4B and EPS of $0.62 , more or less in line with expectations, perhaps a touch below ” whisper” expectations… Read More
eSilicon recently released a paper detailing its experiences and its thoughts on the future of chiplets. The author of the white paper is Dr. Carlos Macián. I have also covered a presentation given by Carlos recently at the AI Hardware Summit, and he is well-spoken and quite knowledgeable. To get the white paper, go to the eSilicon… Read More
Lam Research (NASDAQ:LRCX) will announce its quarterly earnings on October 23, 2019, and Applied Materials (NASDAQ:AMAT) the following month on November 14, 2019. Both companies make equipment used to manufacture semiconductor devices. While private and institutional investors often own both individual stocks, this article… Read More
I mentioned some time ago (a DVCon or two ago) that Accellera had started working on a standard to quantify IP security. At the time I talked about some of the challenges in the task but nevertheless applauded the effort. You’ve got to start somewhere and some way to quantify this is better than none, as long as it doesn’t deliver misleading… Read More
Image Removed
Results ahead of expectation but guide behind expectation
Quarterly results were slightly better than street expectations at $0.56 EPS and $4.87B in revenues… Read More
I recently had the pleasure of attending the AI Hardware Summit at the Computer History Museum in Mountain View, CA. This two-day conference brought together many companies involved in building artificial intelligence solutions. Though the focus was on building the hardware for this area, there was naturally much discussion… Read More
The global semiconductor market is headed for the largest decline in 18 years. The market dropped 32% in 2001 when the Internet bubble burst. The 2019 decline should be around 15%, the third largest annual drop after 2001 and a 17% drop in 1985. The current weakness is largely due to excess memory capacity (DRAM and NAND flash) relative… Read More
Image RemovedReports of increasing TSMC 7NM lead times
There have been a number of increasing media reports about lengthening leads times for TSMC 7NM process. From what we have been able to determine its not due to TSMC having a yield bust or other production issues, it is simply one of stronger than expected demand.
There have been… Read More
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Achronix: Accelerate Data Processing Algorithms using FPGAs with 2D Network-on-Chip
PAVE360: Of SoCs, Digital Twins, and Validating Autonomous Vehicle Behavior
Thermal-induced Reliability Challenges and Solutions for Advanced IC Design
Choose the Right ASIC Manufacturing Model for Your Business
REPLAY: GPU-Powered SPICE: The Way Forward for Analog Simulation
REPLAY: Avoiding CDM (Charged Device Model) ESD Failures
REPLAY: eFPGA – "What a great idea! But I have no idea how I’d use it!"
REPLAY: Ensuring System-level Security Through Hardware/Software Security Verification
REPLAY: Fabless: The Transformation of the Semiconductor Industry
REPLAY: The Brave New World of Customized Memory
REPLAY: Embedded FPGA: The Fabric for Optimized Machine Learning
REPLAY: VLSI Design Methodology Development
REPLAY: Lightspeed Data Sync - Design Workspace Problems Solved!
REPLAY: Desinging Complex SoCs and Dealing with Multiple File Formats?
REPLAY: How ASIC/SoC Prototyping Solutions Can Help You!
REPLAY: Reusing Your IPs & PDKs Successfully With Cadence® Virtuoso®
REPLAY: Taiwan ESD Workshop Recording
REPLAY: Reduce Risk and Improve Quality of AMS IP’s using AI-Powered Automated Timing Arc Prediction
REPLAY: Text: A Year of Breakfast Bytes by Paul McLellan (Free PDF Version)
REPLAY: Finding Your Way Through Verification
REPLAY: Concerned about IP security threats for your SoCs?
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Achronix: Accelerate Data Processing Algorithms using FPGAs with 2D Network-on-Chip
PAVE360: Of SoCs, Digital Twins, and Validating Autonomous Vehicle Behavior
Thermal-induced Reliability Challenges and Solutions for Advanced IC Design
Choose the Right ASIC Manufacturing Model for Your Business
REPLAY: GPU-Powered SPICE: The Way Forward for Analog Simulation
REPLAY: Avoiding CDM (Charged Device Model) ESD Failures
REPLAY: eFPGA – “What a great idea! But I have no idea how I’d use it!”
REPLAY: Ensuring System-level Security Through Hardware/Software Security Verification
REPLAY: Fabless: The Transformation of the Semiconductor Industry
REPLAY: The Brave New World of Customized Memory
REPLAY: Embedded FPGA: The Fabric for Optimized Machine Learning
REPLAY: VLSI Design Methodology Development
REPLAY: Lightspeed Data Sync – Design Workspace Problems Solved!
REPLAY: Desinging Complex SoCs and Dealing with Multiple File Formats?
REPLAY: How ASIC/SoC Prototyping Solutions Can Help You!
REPLAY: Reusing Your IPs & PDKs Successfully With Cadence® Virtuoso®
REPLAY: Taiwan ESD Workshop Recording
REPLAY: Reduce Risk and Improve Quality of AMS IP’s using AI-Powered Automated Timing Arc Prediction
REPLAY: Text: A Year of Breakfast Bytes by Paul McLellan (Free PDF Version)
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better_recent_comments-2
Widget_Better_Recent_Comments Instance: 2Array
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Widget_Better_Recent_Comments
Safety and Platform-Based Design