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Nominations for Phil Kaufman Award, Phil Kaufman Hall of Fame Close June 30

Nominations for Phil Kaufman Award, Phil Kaufman Hall of Fame Close June 30
by Paul Cohen on 06-07-2023 at 10:00 am

PK Generic

Plan ahead now because Friday, June 30, is the deadline to submit nominations for the Phil Kaufman Award and the Phil Kaufman Hall of Fame for anyone you think is deserving of these honors. If you haven’t given it any thought, please consider nominating someone.

Before we look at both and the nomination requirements, here’s a thumbnail… Read More


Applied Materials Announces “EPIC” Development Center

Applied Materials Announces “EPIC” Development Center
by Scotten Jones on 06-07-2023 at 8:00 am

Applied Materials EPIC briefing under embargo Page 10

On May 22nd Applied Materials announced a new development center, Equipment and Process Innovation and Commercialization Center (EPIC).

Applied Materials already operates the Maydan Technology Center (MTC), a billion-dollar development facility with over 120 advanced process tools and 80 metrology and inspection tools… Read More


PCI-SIG DevCon and Where Samtec Fits

PCI-SIG DevCon and Where Samtec Fits
by Mike Gianfagna on 06-07-2023 at 6:00 am

PCI SIG DevCon and Where Samtec Fits

PCIe (peripheral component interconnect express) is an interface standard for connecting high-speed components contained in PCs, MACs and other types of processors. Think graphics, storage arrays, Wi-Fi and the like. This communication standard has become incredibly popular. The first version of the standard was released… Read More


Real-Time AI-driven Image Signal Processing with Reduced Memory Footprint and Processing Latency

Real-Time AI-driven Image Signal Processing with Reduced Memory Footprint and Processing Latency
by Kalar Rajendiran on 05-31-2023 at 10:00 am

AI ISP for Automotive, Low Light Image Enhancement

In our day to day lives, we all benefit from image signal processing (ISP), whether everyone realizes it or not. ISP is the technique of processing image data captured by an imaging device. It involves a series of algorithms that transform raw image data into a usable image by correcting for distortions, removing noise, adjusting… Read More


Investing in a sustainable semiconductor future: Materials Matter

Investing in a sustainable semiconductor future: Materials Matter
by Daniel Nenni on 05-31-2023 at 6:00 am

EMD LinkedIn Twitter Materials Matter

In 2020 TSMC established its Net Zero Project with a goal of net zero emissions by 2050. I remember wondering how could this possibly be done before 2050 or at all for that matter. After working with TSMC for 20+ years I have learned never to bet against them on any topic and green manufacturing is one of them, absolutely.

TSMC presented… Read More


Micron Mandarin Memory Machinations- CHIPS Act semiconductor equipment hypocrisy

Micron Mandarin Memory Machinations- CHIPS Act semiconductor equipment hypocrisy
by Robert Maire on 05-26-2023 at 6:00 am

Xi Biden China CHIPs ACT

-We think China issue is overblown- Zero sum game theory
-US should respond Tit-for-Tat and then some- Chop Chinese Chips
-Chip equip makers duplicitous behavior- smacks of hypocrisy
-Exporting chip equip biz/jobs to Asia while asking for CHIPS Act$

Memory Market remains a zero sum game market much like petroleum

China’s… Read More


Why Generative AI for Chip Design is a Game Changer

Why Generative AI for Chip Design is a Game Changer
by Daniel Nenni on 05-22-2023 at 10:00 am

Efabless AI Generated Design Challenge SemiWiki 1

AI-generated chip design is progressing at an incredible pace!

Earlier this week, I wrote about the Efabless AI Generated Open–Source Silicon Design Challenge.  If you haven’t done so already, take a closer look at the challenge and see first-hand what this is all about.  In talking to Mike Wishart and Mohamed Kassem, co-founders… Read More


AMAT- Trailing Edge & China Almost Offset Floundering Foundry & Missing Memory

AMAT- Trailing Edge & China Almost Offset Floundering Foundry & Missing Memory
by Robert Maire on 05-22-2023 at 8:00 am

Amat China

-AMAT reported inline resulted helped by trailing edge & China
-Memory remains at very low levels- Foundry remains uninspiring
-China seems to be buying anything they are allowed to buy
-The recovery is too far out & unknown to handicap

Quarter was OK and Guidance also OK

Revenue was $6.63B and EPS of $1.86 versus reduced… Read More


Steep Decline in 1Q 2023

Steep Decline in 1Q 2023
by Bill Jewell on 05-17-2023 at 2:00 pm

Top Semiconductor Company Revenue 2023

The global semiconductor market dropped 8.7% in 1st quarter 2023 versus 4th quarter 2022, according to WSTS. This was the steepest quarter-to-quarter decline since a 14.7% drop in 1Q 2019. 1Q 2023 was down 21.3% from a year earlier, the largest year-to-year decline in thirteen years since a 30.4% drop in 1Q 2009. Revenues of the … Read More


SPIE 2023 – imec Preparing for High-NA EUV

SPIE 2023 – imec Preparing for High-NA EUV
by Scotten Jones on 05-17-2023 at 6:00 am

Figure 1 Pellicle Transmission

The SPIE Advanced Lithography Conference was held in February. I recently had the opportunity to interview Steven Scheer, vice president of advanced patterning process and materials at imec and review selected papers that imec presented.

I asked Steve what the overarching message was at SPIE this year, he said readiness for … Read More