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The premier verification conference and exhibition is coming up and of course Accellera plays an important role. This year DVCON will again be virtual, which is unfortunate, but I must say as a long time attendee this year’s program really stands out. In fact, there is a new addition that is worth mentioning, it’s the… Read More
Silicon Catalyst just announced the addition of six new companies to its semiconductor industry incubator. The focus areas for these companies is worth noting, as is the broad geographic footprint of the group. I’ll get to this detail in a moment, but first I’d like to step back a bit and take a closer look at this remarkable organization… Read More
COVID was certainly a black swan event but semiconductors have seen similar events over the past 50 years, some of which I have experienced personally. The Dot-com bubble comes to mind but there were others. The question is will history repeat itself and the answer, according to Malcolm Penn of Future Horizons, is yes.
Malcolm is… Read More
Building a better mousetrap plays a key role in achieving market success in any industry. Of course, building one requires differentiating the product from the others already in the market. A differentiated product can even lead to creating demand for new products in adjacent markets. All of this is great but how do you implement… Read More
-KLAC – great QTR & calendar year but supply chain impacted
-Management feels supply chain to improve after March Q
-Demand remains strong, driven by foundry/logic
-Process management is next best place in industry after litho
Great end to calendar year
KLA reported revenues of $2.53B with non GAAP EPS of $5.59 nicely… Read More
-Supply chain issues finally catch up to Lam- Ongoing issue
-Problem from one main supplier to spread to more
-Causes low December Quarter and soft guide for March
-Quarters could be lumpy due to differed & revenue push outs
Lam Stews over supply Chain Issues
It sucks when you have all the demand in the world but can’t build… Read More
Kinam Kim is a longtime Samsung technologist who has published many excellent articles over the years. He is now the Chairman of Samsung Electronics, and he gave a very interesting keynote address at IEDM.
He began with some general observations:
The world is experiencing a transformation powered by semiconductors that has been… Read More
Originally published on Fabricated Knowledge
Soitec is a semiconductor materials company known for its smart cut and Silicon on Insulator (SOI) technologies, which are critical in 5G, Silicon Photonics, and Silicon Carbide (EV) end-markets.
Yesterday, they announced that current CEO Paul Boudre will retire and be replaced… Read More
–ASML great Q4 results-Demand off charts-Supply constrained
-Dealing with chain issues, putting out fires, expediting
-Looking forward to next gen High NA in 2024/2025
-Intel’s order doesn’t give advantage,… Read More
Hello! The most important semiconductor company in the world reported earnings last night. It’s been something of a tradition to post Taiwan Semiconductor Company (TSMC) earnings posts not behind my paywall, and I think that I’m going to continue that to kickoff each earnings season.
There are so many threads in the TSMC call that… Read More
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