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NetApp: Comprehensive Support for Moving Your EDA Flow to the Cloud

NetApp: Comprehensive Support for Moving Your EDA Flow to the Cloud
by Mike Gianfagna on 08-14-2020 at 10:00 am

Background copy

With this post, we welcome NetApp to the SemiWiki family. NetApp was founded in 1992 with a focus on data storage solutions. Initial market segments were high-performance computing (HPC) and EDA and their first customers were EDA and semiconductor companies. NetApp has become a primary force in on-premise data management for… Read More


KLAC Solid QTR and Guide With No China Worries

KLAC Solid QTR and Guide With No China Worries
by Robert Maire on 08-09-2020 at 8:00 am

Robert Maire

KLA reports excellent June & Better Sept Guide-
Orbotech Diversification Helps provide growth-
Mix is perfect-China working fine-
Foundry is solid-

Solid execution and Financials
KLAC reported $1.46B in revenues and $2.73 Non GAAP with gross margins of 60.3%. That is versus expectations of $1.42B and EPS of $2.41…a… Read More


How Samtec Puts the Customer First

How Samtec Puts the Customer First
by Mike Gianfagna on 08-05-2020 at 10:00 am

Samtec SnapEDA

An exceptional customer experience starts before the sale. Successful companies realize it never ends. Dedicated post-sales support and a robust ecosystem for aftermarket product extensions are ingredients that tend to delight the customer. These comments are relevant in the consumer sector, but they apply to high tech as… Read More


LRCX Strong Beat and Guide

LRCX Strong Beat and Guide
by Robert Maire on 08-02-2020 at 6:00 am

Robert Maire

Lam reported strong beat & guide, memory returns-
China trade and Covid impact near zero-
Looking at a strong H2 with WFE in mid $50B+-

Back on Cruise Control

Lam reported a great quarter, easily beating expectations coming in at $2.79B and $4.78 in non GAAP EPS-
Guide is for $3.1B +-$200M and EPS of $5.06+-$0.40-
Margins and all… Read More


Imec Technology Forum and ASML

Imec Technology Forum and ASML
by Scotten Jones on 07-30-2020 at 6:00 am

itf usa 2020 martin van den brink Page 15

On Thursday July 9 Imec held a virtual technology forum. Imec is one of the premier research organizations working on semiconductor technology and their forums are always interesting. My area of interest is process technology and the following are my observation in that area from the forum.

Luc Van Den Hove
Luc Van Den Hove is the… Read More


VLSI Symposium 2020 – Imec Buried Power Rail

VLSI Symposium 2020 – Imec Buried Power Rail
by Scotten Jones on 07-26-2020 at 10:00 am

thl61591895083576 Page 04

The 2020 VLSI Technology Symposium was held as a virtual conference from June 14th through June 19th. At the symposium Imec gave an interesting paper on Buried Power Rails (BPR) and I had a chance to interview one of the authors, Anshul Gupta.

As logic devices continue to scale down metal pitch is reaching a limit. Imec defines a pitch… Read More


Semiconductors up in 2020? Not so fast

Semiconductors up in 2020? Not so fast
by Bill Jewell on 07-24-2020 at 6:00 am

Semiconductor Forecast 2H 2020

Two months ago most forecasts called for a decline in the semiconductor market in 2020 as reported in our Semiconductor Intelligence May 2020 newsletter. The outlook changed in June, as the Worldwide Semiconductor Trade Statistics (WSTS) consensus forecast projected 3.3% growth in 2020. This month IC Insights revised its IC

Read More

Intel 7NM Slip Causes Reassessment of Fab Model

Intel 7NM Slip Causes Reassessment of Fab Model
by Robert Maire on 07-23-2020 at 5:00 pm

Intel vs TSMC

Waving white surrender flag as TSMC dominates-
The quarter was a success but the patient is dying-
Packaging now critical as Moore progress stumbles-
Intel reported a great quarter but weak H2 guidance-
But 7NM slip and “fab lite” talk sends shockwaves-

Intel reported a great quarter beating numbers all around with… Read More


Alchip Delivers Cutting Edge Design Support for Supercomputer Processor

Alchip Delivers Cutting Edge Design Support for Supercomputer Processor
by Mike Gianfagna on 07-23-2020 at 6:00 am

MN 3 Supercomputer

Alchip issued a press announcement recently entitled Alchip Provides Supercomputer Processor Design Support. The release is literally a tour de force of technology, with many advanced design and packaging accomplishments. First, let’s examine the basics of the design.

Preferred Networks, Inc (PFN) is the customer. They … Read More


ASML More Covid Concerns and Impact

ASML More Covid Concerns and Impact
by Robert Maire on 07-19-2020 at 6:00 am

ASML Covid
  • Covid related Revenue Rec causes rev/EPS miss
  • Sharp order drop reflects H2 industry uncertainty
  • EUV remains solid- Memory/Logic mix is better

Results were in line after correcting Covid Caused Revenue Rec issue-
ASML reported revenues of Euro3.3B and EPS of Euro1.79 as revenues from two EUV systems was not recognized, due to … Read More