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-Micron off the proverbial cliff and falling faster
-Looking at a much longer/deeper decline in memory
-Layoffs, capex cuts, slowdowns- battening down the hatches
-Micron seems to imply more of a “U” or “L” shaped downcycle
It’s been a bit more than a year since I interviewed Dr. Ashish Darbari, founder and CEO of Axiomise. I’ve been keeping an eye on Ashish and his colleagues, and I was surprised to learn that they recently celebrated their fifth anniversary as a company. I thought that this would be a good time to catch up with him to find out what’s happened… Read More
The wearables electronics market is a large and fast growing one. According to Precedence Research, the global wearable technology market is expected to grow at a compound annual growth rate of 13.89% during the forecast period 2022 to 2030. Precedence estimated the global wearable technology market size at USD 121.7 billion… Read More
Building next generation systems is a real balancing act. The high-performance computing demands presented by increasing AI an ML content in systems means there are increasing challenges for power consumption, thermal load, and the never-ending appetite for faster data communications. Power, performance, and cooling … Read More
Ann Kelleher is Intel’s Executive Vice President, General Manager, Technology Development, and she gave the first plenary talk to kick off the 2022 IEDM, “Celebrating 75 Years of the Transistor A Look at the Evolution of Moore’s Law Innovation”. I am generally not a fan of plenary talks because I think they are often too broad and… Read More
Successful ASIC providers offer top-notch infrastructure and methodologies that can accommodate varied demands from a multitude of customers. Such ASIC providers also need access to best-in-class IP portfolio, advanced packaging and test capabilities, and heterogeneous chiplet integration capability among other things.… Read More
I am delighted to share my technical insights into RISC-V in this article to inspire and prepare the next generation of chip designers for the future of the open era of computing. If you understand how we build complex electronic devices like desktops and smartphones using processors, you would be more interested in learning and… Read More
The Interface IP market has grown with 21% CAGR from 2017 to 2021 and we review the part of this market restricted to the high-end of PCIe, DDR, Ethernet and D2D IP made of PHY and controller targeting the most advanced technology nodes and latest protocol release. We will show that an IP vendor focusing investment on the high-end interconnect… Read More
-Lam/Semisysco is a repeat of AMAT/Semitool
-Adds wet processing that larger companies lack
-Semisysco tools amazingly similar to those made by Semitool
-Lightning strikes twice for Ray Thompson
In a clear example of history repeating itself, Lam Research bought Semisysco, a company founded by Ray Thompson,… Read More
-Micron announces more production cuts & lower forecast
-DRAM will be negative- NAND sounds barely flat (for now)
-Capital spending to be cut to near zero- essential only
-Will the rest of the industry follow suit?
When Micron first announced… Read More
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