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KLAC – OK Qtr/Guide – Slow Growth – 2025 Leading Edge Offset by China – Mask Mash

KLAC – OK Qtr/Guide – Slow Growth – 2025 Leading Edge Offset by China – Mask Mash
by Robert Maire on 11-02-2024 at 8:00 am

KLAC 2024
  • KLA put up an OK Quarter & Guide with modest growth & outlook
  • 2025 remains slow growth as leading edge offset by China slowing
  • China sanctions remain a “great unknown”- impact unclear
  • Reticle biz getting squeezed from both high & low ends
OK quarter with slight beat as always- Guide is OK as well

KLA reported… Read More


LRCX- Coulda been worse but wasn’t so relief rally- Flattish is better than down

LRCX- Coulda been worse but wasn’t so relief rally- Flattish is better than down
by Robert Maire on 10-27-2024 at 8:00 am

Happy Lamb
  • Lam put in good quarter with flattish guide- still a slow recovery
  • This is better than worst case fears of order drop like ASML
  • China spend is slowing but tech spending increase offsets
  • Relief rally as the market was braced for bad news and got OK news
Lam has OK, slightly better than in line quarter with OK guide….

It coulda been… Read More


AI Semiconductor Market

AI Semiconductor Market
by Bill Jewell on 10-24-2024 at 2:00 pm

AI Semiconductor Market 2024

AI (artificial intelligence) is widely cited as a growth driver for the technology industry, including semiconductors. While AI is in its early stages, opinions vary on whether it will become common in the next few years. A McKinsey study from May 2024 showed 72% of organizations have adopted AI in at least one business function.… Read More


Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers

Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers
by Mike Gianfagna on 10-24-2024 at 6:00 am

Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers

2.5D package design is rapidly finding its stride in a wide variety of applications, including AI. While there are still many challenges to its widespread adoption, the chiplet approach is becoming more popular compared to monolithic design. However, the required market to create a chiplet ecosystem is still under development.… Read More


ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake

ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake
by Robert Maire on 10-16-2024 at 10:00 am

ASML 2024 Downturn
  • Investors finally realize the upcycle isn’t as strong as stocks indicated
  • Industry Bifurcation between AI & rest of industry continues
  • China spending risk/overhang finally kicks in
  • AI is super strong, majority of chips remain weak- Invest accordingly
ASML simply states chip industry reality that investors have
Read More

Alchip Technologies Sets Another Record

Alchip Technologies Sets Another Record
by Daniel Nenni on 10-14-2024 at 10:00 am

Alchip Q2 2024

The ASIC business has always been a key enabler of the semiconductor industry but it is a difficult business. In my 40 years I have seen many ASIC companies come and go but I have never seen one like Alchip.

Alchip Technologies Ltd. was founded more than 20 years ago, about half way through my career.  I know one of the founders, a fiercely… Read More


Navigating Frontier Technology Trends in 2024

Navigating Frontier Technology Trends in 2024
by Kalar Rajendiran on 10-09-2024 at 10:00 am

Mena Issler on Stage Silicon Catalyst Sep 19, 2024

Many of you are already familiar with Silicon Catalyst and the value it brings to semiconductor startups, the industry and the electronics industry at large. Silicon Catalyst is an organization that supports early-stage semiconductor startups with an ecosystem that provides tools and resources needed to design, create, and… Read More


SPIE Monterey- ASML, INTC – High NA Readiness- Bigger Masks/Smaller Features

SPIE Monterey- ASML, INTC – High NA Readiness- Bigger Masks/Smaller Features
by Robert Maire on 10-08-2024 at 6:00 am

Christophe Fouquet SemiWiki

– SPIE Photomask -all about High NA and bigger masks
– High NA will ramp very fast & is ramping fast – two already at Intel
– Doubling size of photomask will offset High NA exposure size problem
– Assembling litho tools at customer saves time/money- “Scanner Kits”

Christophe Fouquet
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5 Expectations for the Memory Markets in 2025

5 Expectations for the Memory Markets in 2025
by Daniel Nenni on 10-01-2024 at 10:00 am

Expectations for the Memory Markets in 2025

TechInsights has a new memory report that is worth a look. It is free if you are a registered member which I am. HBM is of great interest and there is a section on emerging and embedded memories for chip designers. Even though I am more of a logic person, memory is an important part of the semiconductor industry. In fact, logic and memory

Read More

Sondrel Redefines the AI Chip Design Process

Sondrel Redefines the AI Chip Design Process
by Mike Gianfagna on 10-01-2024 at 6:00 am

Sondrel Redefines the AI Chip Design Process

Designing custom silicon for AI applications is a particularly vexing problem. These chips process enormous amounts of data with a complex architecture that typically contains a diverse complement of heterogeneous processors, memory systems and various IO strategies. Each of the many subsystems in this class of chip will … Read More