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Intel- Analysts/Investor flub shows disconnect on Intel, Industry & challenges

Intel- Analysts/Investor flub shows disconnect on Intel, Industry & challenges
by Robert Maire on 10-27-2021 at 2:00 pm

Pat Gelsinger Triple Spend

Analysts missed all warning signs until Intel spelled it out
12% stock drop shows disconnect and misunderstanding
No quick fix, this is a long term, uncertain problem & solution
Everyone ignored the obvious until it ran them over

A 12% stock drop is fault of investors/analysts not Intel

Whenever a stock drops 12% in one day there… Read More


Verification Completion: When is Enough Enough?  Part II

Verification Completion: When is Enough Enough?  Part II
by Dusica Glisic on 10-25-2021 at 10:00 am

Tunnel min

Verification is a complex task that takes the majority of time and effort in chip design. At Veriest, as an ASIC services company, we have the opportunity to work on multiple projects and methodologies, interfacing with different experts.

In this “Verification Talks” series of articles, we aim to leverage this unique… Read More


LRCX- Good Results Despite Supply Chain “Headwinds”- Is Memory Market OK?

LRCX- Good Results Despite Supply Chain “Headwinds”- Is Memory Market OK?
by Robert Maire on 10-24-2021 at 10:00 am

Lam Research Report 2021 SemiWiki

Lam- good quarter but supply chain headwinds limit upside
Memory seems OK for now but watch pricing
China will also weaken which may add caution
Performance remains solid as does technology prowess

The yellow caution flag in the Semi race impacts Lam as well

As we suggested two weeks ago and saw with ASML this morning, supply chain… Read More


ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact

ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact
by Robert Maire on 10-24-2021 at 6:00 am

ASML Report 2021

ASML great QTR but supply chain will limit acceleration
Products are most complex with most extensive supply chain
Long term position fantastic but investors will be nervous
300M pushouts in DUV with EUV still on track

Good quarter but yellow caution flag is out for supply chain concerns

ASML reported great revenues of Euro5.2B… Read More


Samtec, Otava and Avnet Team Up to Tame 5G Deployment Hurdles

Samtec, Otava and Avnet Team Up to Tame 5G Deployment Hurdles
by Mike Gianfagna on 10-20-2021 at 10:00 am

Samtec Otava and Avnet Team Up to Tame 5G Deployment Hurdles

Everyone is talking about 5G deployment. The promises and the hype are finally turning into reality and products. While excitement is appropriate, victory is not yet in hand. There are still technical hurdles to conquer before the full potential of 5G is realized. In this post, I’ll explore one such challenge – the reliable use … Read More


Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it

Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it
by Robert Maire on 10-20-2021 at 8:00 am

Apple M1

The Apple event today was essentially a reveal of the latest and greatest silicon coming out of the Apple/TSMC partnership and how far ahead of everything else it is. The Mac was simply an aluminum container for the new silicon.

More importantly the event and specs of the TWO new chips, the M1 Pro and the M1 Max demonstrate that the M1… Read More


Silicon Startups, Arm Yourself and Catalyze Your Success…. Spotlight: Semiconductor Conferences

Silicon Startups, Arm Yourself and Catalyze Your Success…. Spotlight: Semiconductor Conferences
by Kalar Rajendiran on 10-17-2021 at 10:00 am

Live Panel

The arrival of fall seems to typically raise the number of conferences hosted by semiconductor ecosystem companies. The conferences may go by different names. But whether called a forum, summit, conference, or by some other creative name, the purpose is the same. It is to bring together technologists and business people together… Read More


Chiplet: Are You Ready For Next Semiconductor Revolution?

Chiplet: Are You Ready For Next Semiconductor Revolution?
by Eric Esteve on 10-17-2021 at 6:00 am

D2D IP market forercast 2020 2025

During the 2010-decade, the benefits of Moore’s law began to fall apart. Moore’s law stated transistor density doubled every two years, the cost of compute would shrink by a corresponding 50%. The change in Moore’s law is due to increased in design complexity the evolution of transistor structure from planar devices, to Finfets.… Read More


TSMC Arizona Fab Cost Revisited

TSMC Arizona Fab Cost Revisited
by Scotten Jones on 10-13-2021 at 8:00 am

TSMC North America Fabs

Back in May of 2020 I published some comparisons of the cost to run a TSMC fab in Arizona versus their fabs in Taiwan. I found the fab operating cost based on the country-to-country difference to only be 3.4% higher in the US and then I found an additional 3.8% because of the smaller fab scale. Since that time, I have continued to encounter… Read More


ESD Alliance Reports Double-Digit Growth – The Hits Just Keep Coming

ESD Alliance Reports Double-Digit Growth – The Hits Just Keep Coming
by Mike Gianfagna on 10-12-2021 at 6:00 am

ESD Alliance Reports Double Digit Growth – The Hits Just Keep Coming

The latest Electronic Design Market Data report was just published. The headline announces continued substantial growth for the sector: Electronic System Design Industry Logs Double-Digit Q2 2021 Year-Over-Year Revenue Growth, ESD Alliance Reports. While not quite the record-breaking growth reported last quarter, the… Read More