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– Strong demand across logic/memory & leading/trailing edge
– Customers want units fast-no time to test
– The main question is can ASML ramp to meet demand?
Revenue & Earnings low due to systems being rushed to customers
ASML reported Euro 4B in sales and Euro 1B in net income which while within guidance… Read More
Electronics production continues to recover from the COVID-19 pandemic. However, the recovery is mixed by country. The chart below shows three-month-average (3/12) change versus a year ago in electronics production by local currency for key Asian countries. China was averaging about 10% growth prior to the pandemic. After… Read More
I had the opportunity to speak with Pete Rodriguez and Alain Labat in regards to the upcoming webinar on M&A. I have worked with both Pete and Alain in the past so I can tell you personally that this event will be well worth your time. This is truly an all star cast with a collective experience base with billions of dollars worth of … Read More
Security is a slippery topic. We all agree that “something should be done”, but most of us are waiting for someone else to lead the way. There’s no shortage of proprietary solutions, though given the distributed nature of the problem it’s difficult to see how those separately or collectively can rise to the occasion. What we really… Read More
The causes of the chip shortage crisis have been widely discussed, but what about specific solutions? How can semiconductor manufacturers add new capacity to meet demand as quickly as possible?
While there is a lot of talk about investment in building new chip plants, these traditional methods of manufacturing capacity growth… Read More
At the 2021 VLSI Technology Symposium, Imec presented on Ruthenium (Ru) and Molybdenum (Mo) as alternate Word Line (WL) materials for 3D NAND Flash “First Demonstration of Ruthenium and Molybdenum Word lines Integrated into 40nm Pitch 3D NAND Memory Devices”. I had an opportunity to interview one of the authors: Maarten Rosmeulen.… Read More
Intel reportedly talking to Abu Dhabi to buy GloFo for $30B
Would jumpstart Intel Foundry but require investment & repair
Avoids IPO risk – Allows Abu Dhabi escape- NY benefits
Doesn’t impact near term shortage or market share
Reported by WSJ- Intel in talks to buy GloFo
The Wall Street Journal reported that Intel… Read More
Pete Rodriguez has over 35 years of experience in the Semiconductor industry. Pete is currently CEO of Silicon Catalyst and on the board of Hysai, advisory board of Harvest Management Partners and an observer on the boards of Mentium Technologies, Espre Technologies and Owl AI. Pete was formerly VP & GM of Interface and Power… Read More
SemiWiki has covered the Q2, Q3 and Q4 ESD Alliance quarterly revenue reports previously. The Q2 2020 report suggested that EDA had COVID immunity. The Q3 2020 report inspired an Up and to the Right comment. The Q4 2020 report demanded a Juggernaut label. And now the Q1 2021 report posts yet more record-breaking growth. This is … Read More
The concept of platform-based design has been around a long time. I can recall Nokia’s early cell phone products used the strategy very effectively. They were able to turn out new phones quickly by leveraging their existing chip design as a baseline on which to add features. This is commonplace today but was innovative at that time.… Read More
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