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– Semicon Japan super crowded but outlook still uncertain/muted
– Slow analysts finally capitulate on weakening 2025 WFE outlook
– Article confirms our view on chip equip lobbying for China sales
– TSMC continues dominate, China slows, Samsung/Intel weak
We attended… Read More
The December 2024 WSTS forecast called for strong 2024 semiconductor market growth of 19%. However, the strength is limited to a few product lines. Memory is projected to grow 81% in 2024. Logic is expected to grow 16.9%. The micro product line should show only 3.9% growth, while discretes, optoelectronics, sensors and analog … Read More
Bing Xue is a dedicated Formal Verification Engineer at Axiomise, with a strong academic and professional foundation in hardware verification. He completed his PhD at the University of Southampton, where he conducted cutting-edge research on Formal Verification, RISC-V, and the impact of Single Event Upsets. Bing is … Read More
From my viewpoint, standards organizations in semiconductor design always looked like they were “sharpening the saw”: further polishing/refining what we already have but not often pushing on frontiers. Very necessary of course to stabilize and get common agreement in standards but equally always seeming to be behind the innovation… Read More
SystemC version 1.0 came out in 2000 as a C++ class library for system-level modeling and simulation, and on SemiWiki.com there are some 497 references to the language. I wanted to provide an update in this blog so that engineering teams can become more efficient in using SystemC on their SoC projects, saving time and improving product… Read More
Sondrel has just appointed a new CEO, Ollie Jones, so we had a chat with him to find out his vision for the company.
Ollie is a highly driven, commercially astute senior leader with 20+ years Commercial and Business Development experience across Technology and Engineering sectors.
Ollie has worked extensively across Europe, North… Read More
WSTS reported third-quarter 2024 semiconductor market growth of $166 billion, up 10.7 percent from second-quarter 2024. 3Q 2024 growth was the highest quarter-to-quarter growth since 11.6% in 3Q 2016, eight years ago. 3Q 2024 growth versus a year ago was 23.2%, the highest year-to-year growth since 28.3% in 4Q 2021.
Nvidia remained… Read More
At the recent TSMC OIP Ecosystem Forum in Santa Clara, there was an important presentation that laid the groundwork for a great deal of future innovation. Alchip and its IP and EDA partner Synopsys presented Efficient 3D Chiplet Stacking Using TSMC SoIC. The concept of 3D, chiplet-based design certainly isn’t new. SemiWiki maintains… Read More
– AMAT has OK QTR but outlook below expectations as 2025 weakens
– Strength in AI cannot offset weakness in the rest of the market
– Increasing headwinds going into 2025 dampen overall outlook
– Weakness combined with regulatory uncertainty reduce valuations
– CHIPS Act more likely to be maimed & cut than outright killed
– Will Legislators reverse flow of equipment to Reshore from Offshore?
– Recent order cuts, Fab Delay & SMIC comments are all negative
– News flow for semi equipment all bad in front of AMAT
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Intel Foundry is a Low Risk Aternative to TSMC