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Online Class: Advanced CMOS Technology 2020 (The 10/7/5 NM Nodes)

Online Class: Advanced CMOS Technology 2020 (The 10/7/5 NM Nodes)
by Daniel Nenni on 04-12-2020 at 9:00 am

3D Finet Model

Our friends at Threshold Systems have a new ONLINE class that may be of interest to you. It’s an updated version of the Advanced CMOS Technology class held last February. This is normally a classroom affair but to accommodate the recent COVID-19 travel restrictions it is being offered virtually.

As part of the previous class we did… Read More


Why I’m Lowering Semiconductor Equipment Revenue Growth to -6.9% in 2020

Why I’m Lowering Semiconductor Equipment Revenue Growth to -6.9% in 2020
by Robert Castellano on 04-09-2020 at 10:00 am

Applied Materials Lam lower C2

Because of significant $4 billion in equipment pull-ins in Q4 from sales in Asia, I was reducing my semiconductor wafer front-end (WFE) equipment revenue growth from an earlier +5% to 0% in 2020. Now, based on CORVID-19, I am further reducing revenue growth to -6.9%.

Chart 1 also shows the cyclical nature of semiconductors and semiconductor… Read More


UPDATE: Everybody Loves a Winner

UPDATE: Everybody Loves a Winner
by Mike Gianfagna on 04-05-2020 at 9:00 am

Picture1 4

Building a successful startup is hard, very hard. Creating a new category along the way is even more difficult. Those that succeed at both endeavors are quite rare. This is why an upcoming ESD Alliance event is a must-see in my view. The event is entitled “Jim Hogan and Methodics’ Simon Butler on Bootstrapping a Startup to ProfitabilityRead More


Filling the ASIC Void – Part 2

Filling the ASIC Void – Part 2
by Mike Gianfagna on 04-03-2020 at 6:00 am

Screen Shot 2020 03 24 at 5.00.49 PM

I concluded my last post on the topic with an inventory of the key attributes needed to fill the ASIC void created by the relentless consolidation in semiconductors. There were five items, as follows:

  1. Design and manufacturing expertise in a market that requires custom chips
  2. Differentiating IP and the skills to integrate it into
Read More

Newsflash Chip Equip Blockade back on!

Newsflash Chip Equip Blockade back on!
by Robert Maire on 03-29-2020 at 2:00 pm

US China Blockade


Blocking chip sales to Huawei back on front burner
Covid19 & China Trade are equally bad
Long lived Uncertainty could “plague” industry sales going forward
Political Predictability worse than Disease Predictability

Reuters broke a story today that the proposed licensing of chip equipment to prevent “bad… Read More


Filling the ASIC Void – Part 1

Filling the ASIC Void – Part 1
by Mike Gianfagna on 03-27-2020 at 6:00 am

shutterstock 235025512

It started slowly at first.  Then it began picking up steam. I’m referring to consolidation in the semiconductor sector. I had a front-row seat for what consolidation did to the ASIC part of semiconductor and that is the topic of this discussion. I was the VP of marketing at eSilicon, the company that invented the fabless ASIC model.… Read More


COVID-19 Chip Cycle – How deep, long and what shape?

COVID-19 Chip Cycle – How deep, long and what shape?
by Robert Maire on 03-26-2020 at 10:00 am

Covid 19 Semiconductors SemiWiki 1

It is a demand driven downturn – harder to predict
It may not be “business as usual” after this virus
What systemic changes could the industry face?

Trying to figure out another cycle-driven by inorganic catalyst

Investors and industry participants in the semiconductor industry who are used to normal cyclical… Read More


Reducing Your ASIC Production Risk!

Reducing Your ASIC Production Risk!
by Daniel Nenni on 03-23-2020 at 10:00 am

Delta Managing the ASIC Supply Chain

Managing the ASIC manufacturing is one of the biggest challenges of chip projects.

Building an ASIC supply chain requires specific expertise. Throughout the process you’ll be confronted with hundreds of decisions that will require specific knowledge in order to be addressed correctly, avoid costly mistakes and lose time. … Read More


Semiconductor COVID-19 Update!

Semiconductor COVID-19 Update!
by Mark Dyson on 03-22-2020 at 10:00 am

COVID 19 Semiconductors SemiWiki

Last week whilst China started to recover from COVID-19 outbreak, the rest of the world was seriously impacted by the growing number of cases as the number of cases and deaths outside of China grew higher than in China. With the rise, many governments around the world belatedly put in measures to prevent the further spread of the … Read More


COVID-19 and Semiconductors

COVID-19 and Semiconductors
by Bill Jewell on 03-18-2020 at 10:00 am

COVID 19 and semiconductors SemiWiki

The threat of COVID-19 (coronavirus) is continuing to spread. As of March 17, the World Health Organization (WHO) reported 179,111 confirmed cases and 7,426 deaths. WHO declared COVID-19 a pandemic as of March 11. Many countries have imposed severe restrictions to slow the spread of the disease, ranging from banning of large … Read More