I am straying from my normal range of topics here, but confess I am developing an interest in semiconductor metrology since it takes me back to my physics and math roots. Even better I get to learn about the state of the art in ultra-pure water for semiconductor applications, an area where resistivity monitors play a role since resistivity… Read More
Electronics Production Trending Up
Production of electronic devices is finally on the uptrend following a post-pandemic slump in late 2021. According to IDC, smartphone shipments versus a year ago turned negative in 3Q 2021 at -6%. The decline hit a low of -18% in 4Q 2022. Since then, smartphones have been recovering. IDC data is not yet available, but Canalys estimated… Read More
ASML- Longer Deeper Downcycle finally hits lithography – Flat 2024 – Weak Memory – Bottom?
- ASML reports in-line QTR but future looks flat for 2024
- Downcycle finally hits litho leader- ASML monopoly solid as ever
- Memory remains bleak – New China sanctions unclear
- Recovery timing is unclear but planning for an up 2025
In Line Quarter and year as expected
Overall revenues came in at Euro6.7B with EPS at Euro4.81, more… Read More
ASML- Absolutely Solid Monopoly in Lithography- Ignoring hysteria & stupidity
- This past weeks over-reaction to Canon echoes the Sculpta Scare
- Nanoimprint has made huge strides but is still not at all competitive
- Shows basic lack of understanding of technology by some pundits
- Chip industry has been searching for alternatives that don’t exist
Much ado about nothing much…..
This past week we … Read More
Silicon Catalyst Welcomes You to Our “AI Wonderland”
Regardless of where you grew up you probably know the story of Alice in Wonderland. The story is over 100 years old, but holds up to the present day, thanks in part to some magic from Disney. It evokes visions of a place that elicits admiration and wonder, to create a place of magical charm. In the context of AI, it takes on a more relevant… Read More
SPIE- EUV & Photomask conference- Anticipating High NA- Mask Size Matters- China
– SPIE EUV & Photomask conference well attended with great talks
– Chip industry focused on next gen High NA EUV & what it impacts
– Do big chips=big masks? Another Actinic tool?
– AI & chip tools, a game changer- China pre-empting more sanctions
The SPIE EUV & Photomask conference in Monterey
… Read MoreMcKinsey & Company Shines a Light on Domain Specific Architectures
When we hear McKinsey & Company, we may think of one of the “Big Three” management consultancies. While that’s true, this firm has a reach and impact that goes far beyond management consulting. According to its website, the firm accelerates sustainable and inclusive growth. While this is an inspirational statement, the… Read More
Samtec Increases Signal Density Again with Analog Over Array™
Samtec is well-known for its innovative signal channel solutions. Whether the application requires copper or fiber, Samtec can deliver incredible performance and flexibility. The quality of the company’s models, eval kits and design support are well-known. There is another aspect of Samtec’s innovation. I touched on it in… Read More
Micron Chip & Memory Down Cycle – It Ain’t Over Til it’s Over Maybe Longer and Deeper
- The memory down cycle is longer/deeper than many thought
- The recovery will be slower than past cycles- a “U” rather than “V”
- AI & new apps don’t make up for macro weakness
- Negative for overall semis & equip- Could China extend downcycle?
Micron report suggests a longer deeper down cycle
… Read MoreSemiconductor Devices: 3 Tricks to Device Innovation
The semiconductor industry’s incredible juggernaut has been powered by device innovations at its very core. Moreover, present-day enterprises encounter immense competitive pressures and innovations are a key differentiator to maintain their competitive edge1.
“It wasn’t that Microsoft was so brilliant or clever… Read More
Selling the Forges of the Future: U.S. Report Exposes China’s Reliance on Western Chip Tools