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ASML- Absolutely Solid Monopoly in Lithography- Ignoring hysteria & stupidity

ASML- Absolutely Solid Monopoly in Lithography- Ignoring hysteria & stupidity
by Robert Maire on 10-17-2023 at 8:00 am

ASML Monopoly
  • 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”

Silicon Catalyst Welcomes You to Our “AI Wonderland”
by Mike Gianfagna on 10-16-2023 at 10:00 am

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- Anticipating High NA- Mask Size Matters- China
by Robert Maire on 10-09-2023 at 6:00 am

Conference EUV Lithography

– 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
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McKinsey & Company Shines a Light on Domain Specific Architectures

McKinsey & Company Shines a Light on Domain Specific Architectures
by Mike Gianfagna on 10-06-2023 at 8:00 am

McKinsey & Company Shines a Light on the Impact of Domains 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 Increases Signal Density Again with Analog Over Array™
by Mike Gianfagna on 10-04-2023 at 6:00 am

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

Micron Chip & Memory Down Cycle – It Ain’t Over Til it’s Over Maybe Longer and Deeper
by Robert Maire on 10-01-2023 at 6:00 pm

china 800 pound gorilla
  • 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
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Semiconductor Devices: 3 Tricks to Device Innovation

Semiconductor Devices: 3 Tricks to Device Innovation
by Milind Welling on 09-22-2023 at 8:00 am

Semiconductor Devices 3 Tricks to Device Innovation 1

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 cleverRead More


Nvidia Number One in 2023

Nvidia Number One in 2023
by Bill Jewell on 09-21-2023 at 8:00 pm

Nvidia number one in 2023

Nvidia will likely become the largest semiconductor company for the year 2023. We at Semiconductor Intelligence (SC-IQ) estimate Nvidia’s total 2023 revenue will be about $52.9 billion, passing previous number one Intel at an estimated $51.6 billion. Nvidia’s 2023 revenue will be almost double its 2022 revenue on the strength… Read More


Water Sustainability in Semiconductor Manufacturing: Challenges and Solutions

Water Sustainability in Semiconductor Manufacturing: Challenges and Solutions
by Kalar Rajendiran on 09-20-2023 at 10:00 am

Typical on line sensor monitoring points in the semiconductor industry

Water, the planet’s lifeblood, remains a finite and precious resource. The Earth’s total water supply has remained relatively constant over millennia. However, it is the uneven distribution of freshwater and the challenges of providing access to clean water that are causing stress in various parts of the world.… Read More


Has U.S. already lost Chip war to China? Is Taiwan’s silicon shield a liability?

Has U.S. already lost Chip war to China? Is Taiwan’s silicon shield a liability?
by Robert Maire on 09-20-2023 at 6:00 am

SMIC 7nm
  • Huawei’s 7NM chip? This wasn’t supposed to happen
  • Are Chips a weapon for U.S. or China? Role reversal?
  • Will Taiwan turn from protected asset to unwanted liability?
  • Are sanctions so porous that US has already lost to China?
While EUV is critical to advanced chips there are workarounds

Many people either thought or assumed… Read More