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Is the Worst Over for Semiconductors?

Is the Worst Over for Semiconductors?
by Bill Jewell on 05-27-2020 at 6:00 am

Top Semiconductor Company Revenue 2020

The worldwide economic outlook is chaotic due to the ongoing COVID-19 pandemic. The outlook for the semiconductor market is also very uncertain. 1Q 2020 revenue versus 4Q 2019 was mixed for major semiconductor companies, ranging from a 19% decline for STMicroelectronics to 9.9% growth from Kioxia (previously Toshiba Semiconductor).

Read More

Effect of Design on Transistor Density

Effect of Design on Transistor Density
by Scotten Jones on 05-26-2020 at 10:00 am

TSMC N7 Density Analysis SemiWiki

I have written a lot of articles looking at leading edge processes and comparing the process density. One comment I often get are that the process density numbers I present do not correlate with the actual transistor density on released products. A lot of people want to draw conclusions an Intel’s processes versus TSMC’s processes… Read More


A Thoughtful Semiconductor Outlook – Needed Now More Than Ever

A Thoughtful Semiconductor Outlook – Needed Now More Than Ever
by Mike Gianfagna on 05-20-2020 at 2:00 pm

Screen Shot 2020 03 09 at 7.22.59 PM

If you’re not dizzy from all the changing market projections lately, you soon will be. At times like this, I believe it’s important to keep perspective and look beyond the next 24-hour news cycle to try and understand what the future holds. I’m happy to report there’s a great event coming up in June that will do just that.

The Silicon… Read More


Collaboration Flow for Moore’s Law versus More than Moore

Collaboration Flow for Moore’s Law versus More than Moore
by Herb Reiter on 05-20-2020 at 10:00 am

Figure 1 Foundry

The current Coronavirus crisis is inflicting a lot of pain on people, companies, and governments. I hope I am not getting in trouble with my reasoning, but if you look closely, there are also some “positives” to the Covid-19 crisis.

– It is stress-testing our infrastructure and telling us where we need to improve – as country,… Read More


Cost Analysis of the Proposed TSMC US Fab

Cost Analysis of the Proposed TSMC US Fab
by Scotten Jones on 05-19-2020 at 10:00 am

TSMC US Fab SemiWiki

On May 15th TSMC “announced its intention to build and operate an advanced semiconductor fab in the United States with the mutual understanding and commitment to support from the U.S. federal government and the State of Arizona.”

The fab will run TSMC’s 5nm technology and have a capacity of 20,000 wafers per month (wpm). Construction… Read More


TSMC stops doing business with Huawei!

TSMC stops doing business with Huawei!
by Robert Maire on 05-18-2020 at 9:30 am

China Semiconductor Ban Huawei

Hours after agreeing to build a fab in US TSMC will stop selling to Huawei- Repercussions will reverberate through all tech: Semis, semi equip, chip customers, all collateral damage.

It has been reported by Nikkei and other sources that TSMC has stopped taking orders from Huawei in order to comply with US export controls.

HUAWEIRead More


SEMI Takes the Jim Hogan and Simon Butler Conversation Virtual

SEMI Takes the Jim Hogan and Simon Butler Conversation Virtual
by Mike Gianfagna on 05-13-2020 at 10:00 am

Jim Simon

As I originally reported a few weeks ago, the Jim Hogan fireside chat with Methodic’s CEO and founder Simon Butler was moved to a virtual event on May 1. The event was produced by the Electronic System Design (ESD) Alliance, a SEMI Strategic Technology Community. Bob Smith, executive director of ESDA, moderated the event. I am happy… Read More


Our US chip foundry comments confirmed by WSJ

Our US chip foundry comments confirmed by WSJ
by Robert Maire on 05-11-2020 at 10:00 am

Trump Intel TSMC China TAiwan

-Could GloFo come back?
-TSMC or Intel or both or neither?
Samsung would be a long shot?
Perhaps Apple could convince TSMC?

The Wall Street Journal put out an article that detailed what we had indicated in our newsletter 10 days ago, that the US government is looking at getting a US based foundry to protect our interests… Read More


KLA – Keep Looking Ahead because we don’t know the future of China & Covid

KLA – Keep Looking Ahead because we don’t know the future of China & Covid
by Robert Maire on 05-11-2020 at 6:00 am

KLAC Covid SemiWiki

-Great quarter & execution with minimal Covid impact
-Wide guide is better than no guide as future is very fuzzy
-Feels like slightly down H2 W/ unknown embargo impact

KLA is virtually unscathed by Covid for now at least
KLA put up a very solid quarter with revenues of $1.424B and Non GAAP EPS of $2.47 versus street of $1.39B and … Read More


High-Level Synthesis and Open Source Software Algorithms

High-Level Synthesis and Open Source Software Algorithms
by Daniel Payne on 05-07-2020 at 10:00 am

hls flow min

The DVCon conference and exhibition finished up in California just as the impact of the COVID-19 pandemic was ramping up in March, but at least they finished the conference by altering the schedule a bit. Umesh Sisodia, CEO at CircuitSutra Technologies presented at DVCON on the topic, Using High-Level Synthesis to Migrate OpenRead More