ads mdx semiwiki building trust gen 800x100ai
WP_Term Object
(
    [term_id] => 386
    [name] => Semiconductor Services
    [slug] => semiconductor-services
    [term_group] => 0
    [term_taxonomy_id] => 386
    [taxonomy] => category
    [description] => 
    [parent] => 0
    [count] => 1145
    [filter] => raw
    [cat_ID] => 386
    [category_count] => 1145
    [category_description] => 
    [cat_name] => Semiconductor Services
    [category_nicename] => semiconductor-services
    [category_parent] => 0
    [is_post] => 
)

Cadence Hosts ESD Alliance Seminar on New Export Regulations Affecting EDA and SIP March 28

Cadence Hosts ESD Alliance Seminar on New Export Regulations Affecting EDA and SIP March 28
by Bob Smith on 03-10-2023 at 6:00 am

ESD Alliance Export Seminar 2023

Anyone interested in learning about general trade compliance concepts or how export control and sanction regulations affect the electronic systems design ecosystem will want to attend the upcoming ESD Alliance export seminar. It will be hosted by Ada Loo, chair of the ESD Alliance Export Committee and Cadence’s Group Director… Read More


Report from SPIE- EUV’s next 15 years- AMAT “Sculpta” braggadocio rollout

Report from SPIE- EUV’s next 15 years- AMAT “Sculpta” braggadocio rollout
by Robert Maire on 03-06-2023 at 10:00 am

EUV DUV Lithography

-We attended the SPIE lithography Conference in San Jose
-No significant news or announcements on EUV
-Focus on 500WPM target and High & Hyper NA rollout
-AMAT overblown Sculpta-Not exactly what its cracked up to be

SPIE Lithography 2023

We have been attending SPIE for many years now and are happy to see a return to pre Covid levels… Read More


The Billion Dollar Question – Single or Double Digit Semiconductor Decline

The Billion Dollar Question – Single or Double Digit Semiconductor Decline
by Malcolm Penn on 03-03-2023 at 6:00 am

Market Forecasts Feb 2023

In 2021, we shocked the industry with our predictions of a double-digit ‘supercycle’ in 2022, followed by a crash in 2023. Despite industry skepticism, bordering on outright disbelief, our predictions were on point, based on decades of semiconductor experience and data analysis.

Now, as the industry finally accepts the impending… Read More


Maven Silicon’s RISC-V Processor IP Verification Flow

Maven Silicon’s RISC-V Processor IP Verification Flow
by Sivakumar PR on 02-24-2023 at 6:00 am

1 1

RISC-V is a general-purpose license-free open Instruction Set Architecture [ISA] with multiple extensions. It is an ISA separated into a small base integer ISA, usable as a base for customized accelerators and optional standard extensions to support general-purpose software development. RISC-V supports both 32-bit and … Read More


Bleak Year for Semiconductors

Bleak Year for Semiconductors
by Bill Jewell on 02-22-2023 at 6:00 am

Top Semiconductor Revenue 2022

The global semiconductor market in 2022 was $573.5 billion, according to WSTS. 2022 was up 3.2% from 2021, a significant slowdown from 26.2% growth in 2021. We at Semiconductor Intelligence track semiconductor market forecasts and award a virtual prize for the most accurate forecast for the year. The criteria are a forecast publicly… Read More


AMAT- Flat is better than down-Trailing tool strength offsets memory- backlog up

AMAT- Flat is better than down-Trailing tool strength offsets memory- backlog up
by Robert Maire on 02-20-2023 at 10:00 am

AMAT CVD 3

-Strength in trailing tools offsets weak memory resulting in flat
-Order book very volatile but backlog surprisingly still grew
-Trailing edge VS Leading edge = 50/50 – Foundry/logic over 2/3
-Not nearly as bad as Lam but not as good as ASML

AMAT posts good quarter & guide – Flat for three quarters

Applied Materials… Read More


IEDM 2023 – 2D Materials – Intel and TSMC

IEDM 2023 – 2D Materials – Intel and TSMC
by Scotten Jones on 02-20-2023 at 6:00 am

Slide1

Intel and TSMC make up two of the three leading edge logic companies. At IEDM held in December 2022, Intel presented a paper on 2D Materials and TSMC presented 6 papers. Clearly 2D materials are of great interest at least to two of the three leading edge logic companies. Before diving into the papers, some background context is needed.… Read More


KLAC- Weak Guide-2023 will “drift down”-Not just memory weak, China & logic too

KLAC- Weak Guide-2023 will “drift down”-Not just memory weak, China & logic too
by Robert Maire on 02-06-2023 at 6:00 am

KLAC Tencor SemiWiki

-Business will “drift down” over the course of 2023
-Not just memory is weak- China issue, foundry/logic slowing
-March guide worse than expected (Like Lam)
-Backlog likely saw push outs & cancelations but still long

Good quarter but weak guide

Much as we saw with Lam, KLA reported a beat on the December quarter… Read More


Hynix historic loss confirms memory meltdown-getting worse – AMD a bright spot

Hynix historic loss confirms memory meltdown-getting worse – AMD a bright spot
by Robert Maire on 02-03-2023 at 8:00 am

Memory Meltdown

-Hynix reports worst downturn in 10yrs – Already in red ink
-If the #2 memory maker is already negative what does it say?
-Confirms our view of 2023 write off- maybe 2024 better?
-Micron Mangled? & Toshiba Toast?- Buyers advantage

Hynix posts record $1.4B loss- worst in 10 years

Not all that surprisingly Hynix reported… Read More


Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs

Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs
by Robert Maire on 02-02-2023 at 2:00 pm

Samsung Electronics

-Samsung said its not reducing its capex despite downturn
-A clear indication they want to take share/kill Micron & others
-Is the US government subsidizing predatory chip behavior?
-The last US memory chip maker is clearly threatened

Samsung announces worst results in 8 years

Samsung released its earnings which were the… Read More