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High-Level Synthesis and Open Source Software Algorithms

High-Level Synthesis and Open Source Software Algorithms
by Daniel Payne on 05-07-2020 at 10:00 am

hls flow min

The DVCon conference and exhibition finished up in California just as the impact of the COVID-19 pandemic was ramping up in March, but at least they finished the conference by altering the schedule a bit. Umesh Sisodia, CEO at CircuitSutra Technologies presented at DVCON on the topic, Using High-Level Synthesis to Migrate OpenRead More


Accellera Tackles Functional Safety, Mixed-Signal

Accellera Tackles Functional Safety, Mixed-Signal
by Bernard Murphy on 05-05-2020 at 6:00 am

Accellera

I managed a few meetings at DVCon this year in spite of the Coronavirus problems. One of these was with Lu Dai Chairman of Accellera. I generally meet with Lu each year to get an update on where they are headed, and he had some interesting new topics to share.

Membership and headcount remain pretty stable. Any changes (at the associate… Read More


Is Chip Embargo aimed at China, Huawei, TSMC or all three?

Is Chip Embargo aimed at China, Huawei, TSMC or all three?
by Robert Maire on 05-03-2020 at 10:00 am

China Semiconductor Trump SemiWiki

Is TSMC the real target, not just collateral damage?
Is equipment embargo threat to bring TSMC to heel?
Is an embargo a “Trifecta” of US strategic goals?

Maybe TSMC is a real target of chip equipment embargo not just potential collateral damage
It occurs to us when we talk about TSMC being caught in the middle between … Read More


Covid Created Collateral China Crisis

Covid Created Collateral China Crisis
by Robert Maire on 05-03-2020 at 6:00 am

China US Trade Agreement 2020

Economic damage-
China relationship damage will far outlast direct Covid19 logistics impact-
Economic damage could be huge but trade damage could be larger with more specific impact on chips-

A long build up to a China trade nuclear winter, the “drum-beat of war”
When we started talking about a potential chip trade… Read More


Can TSMC Maintain Their Process Technology Lead

Can TSMC Maintain Their Process Technology Lead
by Scotten Jones on 04-29-2020 at 10:00 am

TSMC Process Lead Slides 20200427 Page 1

Recently Seeking Alpha published an article “Taiwan Semiconductor Manufacturing Company Losing Its Process Leadership To Intel” and Dan Nenni (SemiWiki founder) asked me to take a look at the article and do my own analysis. This is a subject I have followed and published on for many years.

Before I dig into specific process density… Read More


Starting a Chip Company? Silicon Catalyst and Arm Are Ready to Help

Starting a Chip Company? Silicon Catalyst and Arm Are Ready to Help
by Mike Gianfagna on 04-29-2020 at 6:00 am

Screen Shot 2020 04 27 at 5.59.56 PM

Anyone who has started a company knows that landing the seed round of investment is just the beginning. There are many decisions to face.  When to start building a sales team?  What parts of the company’s infrastructure to outsource? How to price and promote your product? These are just a few of the questions to be answered. If your… Read More


LRCX Supply constrained by Covid Crisis

LRCX Supply constrained by Covid Crisis
by Robert Maire on 04-26-2020 at 8:00 am

LCRX Lam Research 2020 COVID

Lam Q1 revenue soft by roughly 15% due to supply side
Demand remains solid for Q2 but beyond that, dubious
No guide but Q2 could be => Q1 revenues
NAND solid, China big @ 32%, Foundry remains great

Lam reported a solid quarter but light on revenues…
It was no surprise that Lam reported revenues of $2.5B versus their original… Read More


ASML A Scenario More Lumpy While Demand and Tech Remain Solid Despite Covid Delays

ASML A Scenario More Lumpy While Demand and Tech Remain Solid Despite Covid Delays
by Robert Maire on 04-22-2020 at 2:00 pm

ASML SemiWiki 2020

Covid issues create “lumpy” quarters due to delays
Orders & demand remain solid and strong
2020 Year financials intact so far but ignore Qtrs
Taking prudent actions- no buybacks or guidance

As expected, Covid impacts both shipments & supply chain, ignore the near term lumpiness…
ASML reported revenues… Read More


SPIE 2020 – ASML EUV and Inspection Update

SPIE 2020 – ASML EUV and Inspection Update
by Scotten Jones on 04-20-2020 at 10:00 am

0.33 NA EUV systems for HVM Ron Schuurhuis Page 02

I couldn’t attend the SPIE Advanced Lithography Conference this year for personal reasons, but last week Mike Lercel of ASML was nice enough to walk me through the major ASML presentations from the conference.

Introduction
In late 2018, Samsung and TSMC introduced 7nm foundry logic processes with 5 to 7 EUV layers, throughout … Read More


Design IP Revenue Grew 5.2% in 2019, Good News in Declining Semi Market

Design IP Revenue Grew 5.2% in 2019, Good News in Declining Semi Market
by Eric Esteve on 04-20-2020 at 6:00 am

IP Category 2018 2019

Good news is good to hear, particularly these days! The behavior of the Design IP market in 2019 is extremely positive, when the semiconductor market has seen a decline worst than in 2009 (economy crisis) or 2001 (internet bubble collapse). Analysis this 5.2% growth in detail will help to understand the future of the IP market, as… Read More