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I had a follow-on discussion with Alex Yoon from our podcast last year. He is as a Head of Strategic and Emerging Technologies and partnerships at Intermolecular, part of EMD electronics.
Prior to joining EMD electronics, he was Senior Technical Director at Lam Research, led activities in emerging memory and novel materials … Read More
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 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
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 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
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
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,
-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
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
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
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Selling the Forges of the Future: U.S. Report Exposes China’s Reliance on Western Chip Tools