Dr. Robert Giterman is Co-Founder and CEO of RAAAM Memory Technologies Ltd, and has over nine-years of experience with the research and development of GCRAM technology, which is being commercialized by RAAAM. Dr. Giterman obtained his PhD from the Emerging Nanoscaled Circuits and Systems Labs Research Center in Bar-Ilan… Read More
Semiconductor CapEx Warning
Semiconductor makers are planning strong capital expenditure (CapEx) growth in 2022. According to IC Insights, 13 companies plan to increase CapEx in 2022 by over 40% from 2021. The largest CapEx for 2022 will be from TSMC at $42 billion, up 40%, and Intel at $27 billion, up 44%. IC Insights is forecasting total semiconductor industry… Read More
Experts Talk: RISC-V CEO Calista Redmond and Maven Silicon CEO Sivakumar P R on RISC-V Open Era of Computing
India’s top VLSI Training Services company Maven Silicon, a RISC-V Global Training Partner, conducted an insightful discussion with the industry experts Ms. Calista Redmond, CEO, RISC-V International and Mr. Sivakumar P R, CEO, Maven Silicon, on the topic “RISC-V Open Era of Computing”.
To introduce RISC-V, it is a free and … Read More
A MasterClass in Signal Path Design with Samtec’s Scott McMorrow
We all know signal integrity and power integrity are becoming more important for advanced design. Like package engineering, the obscure and highly technical art of SI/PI optimization has taken center stage in the design process. And the folks who command expertise in these areas have become the rock stars of the design team. I … Read More
LRCX weak miss results and guide Supply chain worse than expected and longer to fix
-Lam missed on both top & bottom line due to supply chain
-Previous guide was “overly optimistic” about fixing issues
-Demand is great but doesn’t matter if you can’t serve it
-We remain concerned about ability to fix issues in near term.
A miss on numbers- supply issues will persist
Lam reported Revenues… Read More
Chip Enabler and Bottleneck ASML
-ASML reported an “in line” Q1- Orders remain super strong
-Ongoing supply chain issues will limit growth and upside
-ASML targets 2025 for supply fixes- We are not so sure
-Intel, TSMC, Samsung won’t be able to build all fabs they plan
ASML has “In linesh” Q1, orders still off the charts
ASML reported… Read More
The ASIC Business is Surging!
Application Specific Integrated Circuits were the foundation of the semiconductor industry up until the IDMs came to power in the 1980s and 90s. Computer companies all had their own fabs, I worked in one, until start up companies like SUN Microsystems started using off the shelf chips from Motorola. SUN moved to the fabless model… Read More
SoC Application Usecase Capture For System Architecture Exploration
Sondrel is the trusted partner of choice for handling every stage of an IC’s creation. Its award-winning define and design ASIC consulting capability is fully complemented by its turnkey services to transform designs into tested, volume-packaged silicon chips. This single point of contact for the entire supply chain… Read More
The Lost Opportunity for 450mm
I spent several days this week at the SEMI International Strategy Symposium (ISS). One of the talks was “Can the Semiconductor Industry Reach $1T by 2030” given by Bob Johnson of Gartner. His conclusion was, that $1 trillion dollars is an aggressive forecast for 2030 but certainly we should reach $1 trillion dollars in the next 10… Read More
Intel and the EUV Shortage
In my “The EUV Divide and Intel Foundry Services” article available here, I discussed the looming EUV shortage. Two days ago, Intel announced their first EUV tool installed at their new Fab 34 in Ireland is a tool they moved from Oregon. This is another indication of the scarcity of EUV tools.
I have been tracking EUV system production… Read More
MediaTek Develops Chip Utilizing TSMC’s 2nm Process, Achieving Milestones in Performance and Power Efficiency