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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
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
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
Veriest held a recent meetup on a topic that has always made me curious – use of Python in verification. The event, moderated by Dusica Glisic (technical marketing manager at Veriest), started with an intro from Moshe Zalcberg (CEO of Veriest) and talks by Avidan Efody (Apple verification) and Tamás Kállay (Team leader, Veriest).… Read More
At the ISS conference held from April 4th through 6th I presented on who I thought would have the leading logic technology in 2025. The following is a write up of that presentation.
ISS was a virtual conference in 2021 and I presented on who currently had logic leadership and declared TSMC the clear leader. Following that conference,… Read More
-New PUV light source will push litho into Angstrom Era
-Rare earth elements shortages add to supply chain woes
-Could strategic wafer reserve releases lower memory pricing
-Can we cut off/turn off Russian access to chip equipment?
DUV, EUV and now “PUV” to become next generation lithography
Lithography is the locomotive… Read More
This interview is with Kelly Peng, Co-founder, and CEO of Kura Technologies. Kura Gallium, Kura’s first product, was named Best of CES 2022 and received a 2022 CES Innovation Award as well. Kelly is an inventor, engineer and entrepreneur that leads a team of dedicated innovators that are redefining the term “Augmented Reality”.… Read More
The outlook for electronics and semiconductors in 2022 is uncertain. Just as the world was returning to more normal conditions after (hopefully) the worst of the COVID-19 pandemic is over, Russia invaded Ukraine in February.
The International Monetary Fund (IMF) in a March 15 blog post asserted the Russian invasion of Ukraine… Read More
I was recently updating an analysis I did last year that looked at EUV system supply and demand, while doing this I started thinking about Intel and their Fab portfolio.
If you look at Intel’s history as a microprocessor manufacturer, they are typically ramping up their newest process node (n), in volume production… Read More
Alphawave IP has agreed to acquire OpenFive, a SiFive business unit (formerly Open-Silicon) for $210m in cash. Having spent many years in the ASIC business which included working with Open-Silicon, Alphawave, and OpenFive here is my perspective on the acquisition:
This acquisition accomplishes two things: First it trims down… Read More
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Semidynamics Unveils 3nm AI Inference Silicon and Full-Stack Systems