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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


Join the AI Generated Open-Source Silicon Design Challenge!

Join the AI Generated Open-Source Silicon Design Challenge!
by Daniel Nenni on 05-16-2023 at 10:00 am

Join the AI Generated Open Source Silicon

As we all know design starts are the life blood of the semiconductor industry, both big and small. Enabling those design starts is what the semiconductor ecosystem is all about and Efabless has a very unique value proposition in this regard.

Efabless is a free cloud-based chip design platform, growing community of 9000+ chip designers,… Read More


Chip War without Soldiers

Chip War without Soldiers
by Sivakumar PR on 05-12-2023 at 6:00 am

Semiwiki Creative Final

Every country realizes the importance of producing skilled chip designers who could decide their success as soldiers by creating advanced AI chips for winning the Chip War. Also, every country is now gearing up to build a good semiconductor manufacturing ecosystem to balance the global semiconductor supply chain that could … Read More


SEMI ESD Alliance CEO Outlook Sponsored by Keysight Promises Industry Perspectives, Insights

SEMI ESD Alliance CEO Outlook Sponsored by Keysight Promises Industry Perspectives, Insights
by Bob Smith on 05-11-2023 at 10:00 am

ESDA CEO Outlook

Spring wouldn’t be the same without an opportunity to hear from some of the most visible executives of electronic system design (ESD) market segment. The in-person CEO Outlook sponsored by Keysight and hosted by the ESD Alliance, a SEMI Technology Community, will be held Thursday, May 18, in Santa Clara, Calif.

Attendees can expect… Read More


Alchip is Golden, Keeps Breaking Records on Multiple KPIs

Alchip is Golden, Keeps Breaking Records on Multiple KPIs
by Kalar Rajendiran on 05-10-2023 at 10:00 am

Alchip Revenue Breakdown along Nodes and Applications

I don’t know the story behind the name Alchip. I’ve been asking this question ever since its founding in 2003 and still haven’t found the answer. Wikipedia sometimes provides insights and stories behind names of companies, products and services but I couldn’t find any regarding the name Alchip. One thing is for sure. After its consistent… Read More