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– KLAC reported an OK QTR & flat guide-waiting for 2025 recovery?
– China exposure remains both risk & savior & big in backlog
– Wafer inspect strong- Patterning on long slide- PCB biz for sale
– Some bright spots but memory still weak- Foundry/Logic OK
– Lam reported as expected and guided flat- No recovery yet
– Some mix shifts but China still 40% (8X US at 5%)-NVM still low
– HBM is promising but Lam needs a broad memory recovery
– Lam has not seen order surge ASML saw- Likely lagging by 3-4 QTRs
As compared… Read More
– ASML orders more than triple sequentially- Utilization increases
– Management remains conservative with flat revenues 2024 vs 2023
– Recovery will be slow, targeting 2025- Long & weak cyclical bottom
– Litho orders are leading indicator of future wider recovery
This is our third year working with Sondrel and it has been a great experience. I have always been fascinated with the ASIC business and put a full chapter about it in our first book “Fabless: The Transformation of the Semiconductor industry.” Companies like Sondrel enabled our move to the fabless model and now they … Read More
At IEDM 2023, Naoto Horiguchi presented on CFETs and Middle of Line integration. I had a chance to speak with Naoto about this work and this write up is based on his presentation at IEDM and our follow up discussion. I always enjoy talking to Naoto, he is one of the leaders in logic technology development, explains the technology in … Read More
Renie Ananthakumar, Principal Engineer at TenXer Labs., invites System Design Engineers globally to a webinar that’s all about practical insights—From Bench to Board: A Comprehensive Guide to DC-DC Converter Selection and Remote Testing.
In this session, we are breaking down the complexity of DC-DC… Read More
CES 2024 is being held this week in Las Vegas, Nevada with an estimated 130,000 attendees and over 4,000 exhibitors. CES (previously Consumer Electronics Show) has been held in Las Vegas every year since 1978, except for 2021 due to COVID-19. This was my ninth CES representing Semiconductor Intelligence, with the first in 2012.… Read More
In May of 2021 Accellera released a first white paper on the challenges they hope to address with their functional safety standard, together with the scope and goals they set for themselves. One major goal in this effort has been exchange and integration of functional safety data between different tools and flow and particularly… Read More
For the first time ever, IEDM held a sustainability session at the 2023 conference. I was one of the authors who presented an invited paper, the following is a summary of my presentation.
From the United Nations [1]:
“Climate Change is the defining issue of our time, and we are at a defining moment.”
“Without drastic … Read More
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Facing the Quantum Nature of EUV Lithography