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Outlook 2025 with David Hwang of Alchip

Outlook 2025 with David Hwang of Alchip
by Daniel Nenni on 02-17-2025 at 10:00 am

Dave Huang

Dave Hwang joined Alchip in 2021 as General Manager of Alchip’s North America Business Unit.  He also serves as Senior Vice President, Business Development.  Prior to join Alchip, Dave served as Vice President, Worldwide Sales and Marketing for Global Unichip and in a variety of management and technical roles at TSMC.  He holds… Read More


Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules

Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules
by Robert Maire on 02-16-2025 at 10:00 am

Robert Maire Semiconductor Advisors
  • News reports that Trump will change CHIPS Act to suit his views
  • We specifically predicted this months ago as deals closed 11th hour
  • Blue states, enemies list & foreign entities likely to get cut
  • Big changes/cuts likely to a program Trump roundly criticized

Reuters: Exclusive: Trump prepares to change US CHIPS Act conditions,Read More


AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?

AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?
by Robert Maire on 02-16-2025 at 6:00 am

Robert Maire Semiconductor Advisors
  • QTR was just “in-line” but guide was below expectations
  • We think its not just China export rules but share loss as well
  • Leading edge is strong but obviously not enough to offset China
  • Memory remains weak-Foundry (TSMC) is the primary driver
Headwinds slow growth to flat

Applied reported $7.166B in revenues and Non … Read More


Podcast EP274: How Axiomise Makes Formal Predictable and Normal with Dr. Ashish Darbari

Podcast EP274: How Axiomise Makes Formal Predictable and Normal with Dr. Ashish Darbari
by Daniel Nenni on 02-14-2025 at 10:00 am

Dan is joined by Dr. Ashish Darbari, CEO of Axiomise. Axiomise was founded in 2017 by Dr. Darbari, who has spent over two decades in the industry and top research labs increasing formal verification adoption. At Axiomise, they believe the only way to make formal methods mainstream for all semiconductor design verification is to… Read More


2025 Outlook with Oliver Jones of Sondrel

2025 Outlook with Oliver Jones of Sondrel
by Daniel Nenni on 02-10-2025 at 10:00 am

Oliver Jones Sondrel
Ollie is a commercially astute senior leader with over 20 years of experience in strategy, business development and sales across the technology and engineering sectors, with a strong track record in scaling businesses and driving growth. He has held commercial leadership roles in FTSE 100, private equity-backed, and startup
Read More

IEDM 2025 – TSMC 2nm Process Disclosure – How Does it Measure Up?

IEDM 2025 – TSMC 2nm Process Disclosure – How Does it Measure Up?
by Scotten Jones on 02-10-2025 at 6:00 am

Figure 1

Initial thoughts

At IEDM held in December 2024, TSMC presented: “2nm Platform Technology featuring Energy-efficient Nanosheet Transistors and Interconnects co-optimized with 3DIC for AI, HPC and Mobile SoC Applications,” the authors are:

Geoffrey Yeap, S.S. Lin, H.L. Shang, H.C. Lin, Y.C. Peng, M. Wang, PW Wang, CP Lin, KF… Read More


KLAC Good QTR with AI and HBM drive leading edge and China is Okay

KLAC Good QTR with AI and HBM drive leading edge and China is Okay
by Robert Maire on 02-05-2025 at 6:00 am

Robert Maire Semiconductor Advisors

– KLA put up a good qtr & year with consistent growth
– AI & HBM are the main drivers of leading edge which helps KLA
– China slowing but not too fast, Outlook OK but not super
– Wafer inspection is huge but reticle inspection continues to slip

KLA reports good quarter and OK outlook

KLA reported revenues… Read More


2025 Outlook with Larry Zu of Sarcina Technology

2025 Outlook with Larry Zu of Sarcina Technology
by Daniel Nenni on 01-21-2025 at 10:00 am

Larry Zu

Tell us a little bit about yourself and your company. 

I’m Larry Zu, Founder and CEO of Sarcina Technology. I’ve grown Sarcina from just designing packages for a few small companies to handling the entire post-silicon ecosystem, including package design, assembly, testing, qualification and production services for the top … Read More


CEO Interview: John Chang of Jmem Technology Co., Ltd.

CEO Interview: John Chang of Jmem Technology Co., Ltd.
by Daniel Nenni on 01-17-2025 at 6:00 am

Jmem Tek CEO John

John Chang, founder and CEO of JMEMTEK, combines technical expertise and business acumen to lead the company in addressing critical hardware security challenges. With a PhD candidate in Electro Physics at National Yang Ming Chiao Tung University and dual bachelor’s degrees in Electrical Engineering and Banking and Finance… Read More


CES 2025: All In on AI and Proposed Tariffs

CES 2025: All In on AI and Proposed Tariffs
by Bill Jewell on 01-15-2025 at 2:00 pm

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CES 2025 was held last week in Las Vegas. We at Semiconductor Intelligence attended for our tenth CES. The event had over 140,000 attendees and over 4,500 exhibitors.

U.S. Consumer Electronics Market
Brian Comiskey of the Consumer Technology Association (CTA) presented on technology trends in 2025. The key theme was advances… Read More