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Passion for Innovation – an Interview with Samtec’s Keith Guetig

Passion for Innovation – an Interview with Samtec’s Keith Guetig
by Mike Gianfagna on 03-03-2022 at 6:00 am

Keith Guetig

There’s a lot to be said for staying power. I’ve met many people in my career who simply resonate with a company – their products, culture, and direction. People like this build an organic knowledge of the company’s products and its customers. They contribute to a culture that helps enable great companies. Keith Guetig is one such… Read More


Sondrel explains the 10 steps to model and design a complex SoC

Sondrel explains the 10 steps to model and design a complex SoC
by Daniel Nenni on 03-02-2022 at 10:00 am

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Sondrel just released a position paper on how to model and design a complex ASIC. We have been following Sondrel for the past year and I have found their collateral to be excellent. Here is the position paper overview, a description of the new Sondrel modeling tool, the 10 steps, and of course a link to download the paper:

Overview
It… Read More


Breker Verification Systems Unleashes the SystemUVM Initiative to Empower UVM Engineering

Breker Verification Systems Unleashes the SystemUVM Initiative to Empower UVM Engineering
by Daniel Nenni on 02-28-2022 at 6:00 am

SystemUVM Language Characteristics

The much anticipated (virtual) DVCON 2022 is happening this week and functional verification plus UVM is a very hot topic.  Functional Verification Engineers using UVM can enjoy a large number of benefits by synthesizing test content for their testbenches. Abstract, easily composable models, coverage-driven content, deep… Read More


Intel’s Investor Day – Nothing New

Intel’s Investor Day – Nothing New
by Doug O'Laughlin on 02-27-2022 at 6:00 am

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Intel’s big investor day was anything but big. The stock reacted poorly, down 5% on a day that was a widespread sell-off anyways.

I want to briefly summarize what matters for the stock. There was very little incremental news to the technology roadmap, and the financial outlook was underwhelming, to say the least.

The revenue guide… Read More


Intel 2022 Investor Meeting

Intel 2022 Investor Meeting
by Scotten Jones on 02-21-2022 at 6:00 am

Figure 1 Process Innovations

Last Thursday Intel held their investors meeting, in this write up I wanted to focus on my areas of coverage/expertise, process technology and manufacturing.

Technology Development presented by Ann Kelleher

Last year Intel presented their Intel Accelerated plan and, in this meeting, we got a review of where Intel stands on that… Read More


Semiconductor Earnings Roundup

Semiconductor Earnings Roundup
by Doug O'Laughlin on 02-20-2022 at 10:00 am

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ON, ACLS, RMBS, AOSL, CAMT, ICHR, ONTO, SUMCO, and more!

SUMCO was the best call I read this quarter. There were many great bits of information but I want to start with the stat that really shocked me.

First of all, with regard to the LTAs out to 2026 and whether we did make progress in the last 3 months, that is correct. In the last 3 months,

Read More

AMAT – Supply Constraints continue & Backlog Builds- Almost sold out for 2022

AMAT – Supply Constraints continue & Backlog Builds- Almost sold out for 2022
by Robert Maire on 02-20-2022 at 6:00 am

Applied Materials

-Production constraints push backlog up $1.3B to $8B
-Looks like $100B in WFE 2022 VS $80B in 2021
-Almost sold out for 2022- Could lead to continued growth 2023
-Insp/metrology up 68% Y/Y- Expect steady growth in 2022

Can’t keep up with demand….

Revenue came in at $6.27B and NonGAAP EPS of $1.89. A very slight beat of … Read More


Tower Semi Buyout Tips Intel’s Hand

Tower Semi Buyout Tips Intel’s Hand
by Doug O'Laughlin on 02-17-2022 at 2:00 pm

Tower Semiconductor Fabs 2022

The rationale behind the Tower Semi acquisition and things to watch out for at Intel’s investor day.

Intel bids for Tower Semi
First I have to quote myself because Tower was an error of omission. In November in a piece that was likely too long for its own good, I mentioned that trailing edge fabs are in a huge position of strength… Read More


Semiconductor Growth Moderating

Semiconductor Growth Moderating
by Bill Jewell on 02-17-2022 at 6:00 am

Top Semiconductor Company Revenue 2022

The global semiconductor market in 2021 was $555.9 billion, according to WSTS data released by the Semiconductor Industry Association (SIA). 2021 increased 26.2% from 2020, the largest annual increase since 31.8% in 2010, eleven years ago. We at Semiconductor Intelligence track publicly available semiconductor market forecasts… Read More


Intel buys Tower – Best way to become foundry is to buy one

Intel buys Tower – Best way to become foundry is to buy one
by Robert Maire on 02-15-2022 at 10:00 am

Intel Tower Semiconductor Acquisition

-Intel jumpstarts foundry model with Tower semi buy @$54B Gets complementary tech to round out offerings
-Approval based on satisfying China’s needs as well
-Margin concerns overblown- Will it be allowed to flourish?

Intel pays up to get foundry and technology….

Intel announced a $5.4B acquisition of Tower Semiconductor… Read More