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April 19th is the fiftieth anniversary of Moore’s law! We thought it would be a good opportunity to reflect back on fifty years of Moore’s law, what it is, what it has meant to the industry, what the current status of the law is and what we may see in the future.
Moore’s law
Moore’s law is so well known that you wouldn’t think we would… Read More
Whether it’s a tiny always-on medical device or a secure cloud network processing Big Data, the Internet of Things (IoT) is bringing new challenges to IC design. Almost by definition an IoT device contains a microcontroller of some sort along with some way of communicating. Unlike our smartphones where we are reasonably happy … Read More
SEMI describes themselves as “the global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries.” That is a pretty broad remit. One of the things that they do as a neutral party is produce the World Fab Forecast. This is actually a bottom-up database that tracks fabs as they … Read More
Last month I was on my way to write a detailed article on important aspects to look at while designing an SoC. This was important in the new context of modern SoCs that go much beyond the traditional power, performance and area (PPA) requirements. I had about 12-13 parameters in my list that I couldn’t cover in one go, so I put the write-up… Read More
DAC starts in San Francisco on June 8th. The kickoff keynote at 9.20am that morning is by Brian Otis of Google. He is a director at Google[x]. According to Wikipedia:Google X, stylized as Google[x], is a semi-secret facility run by Google dedicated to making major technological advancements. It is located about a half mile from … Read More
On March 12 SEMI held a New England Forum breakfast event entitled “Wafers to Wallstreet” with four speakers. The main focus of the discussion was on the “Internet of Things” and the following are my impression from the talks in a bullet point format.
Device Scaling and Performance in the Era of IoT – Gary Rosen, Applied Materials… Read More
SEMI Forecasts 15% Increase in Fab Equipment Spending for 2015
With worldwide capex growth of 8%, fab equipment spending is expected to increase by 15% in 2015, according to the most recent edition of the SEMI (www.semi.org) World Fab Forecast. SEMI’s data also predicts a slowdown of fab equipment spending in 2016 to low single … Read More
I previously published a summary of day 1 of SPIE and I wanted to follow up with observations from successive days.
SPIE, the international society for optics and photonics, was founded in 1955 to advance light-based technologies.Serving more than 256,000 constituents from approximately 155 countries, the not-for-profit … Read More
A weak first quarter outlook for the semiconductor market is indicating a slow start to 2015. Intel recently lowered the midpoint of its 1Q 2015 revenue guidance from $13.7 billion (down 7% from 4Q 2014) to $12.8 billion (down 13%). The table below shows the estimated top 25 semiconductor companies revenue change for 4Q 2014 versus… Read More
Are you interested in any of these?
- Internet of Things
- Trends and Forecast for Fabs
- Inflections Points
- Semiconductor CAPEX
- Cost Effective Scaling
- Prospects for 450mm
- Future of EUV
- Mobile Machine Learning
- Robotics/Drones
- Cybersecurity
- Used Equipment Markets
- World Fab Databases
- Free breakfast
No? Then I think you got the wrong… Read More
Intel’s Path to Technological Leadership: Transforming Foundry Services and Embracing AI