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PCIe, or peripheral component interconnect express, is a very popular high-speed serial computer expansion bus standard. The width and speed the standard supports essentially defines the throughput for high-performance computing (HPC) applications. The newest version, PCIe 6.0 promises to double the bandwidth that the… Read More
Each year, Silicon Catalyst assembles a panel of industry luminaries to discuss important questions about the future. The charter of the Silicon Catalyst Industry Forum is to: “create a platform for broad-topic dialog among all stakeholders involved in the semiconductor industry value chain. The Forum topics focus on technical… Read More
-AMAT -Supply chain can’t keep up with expanding business
-May be longer term issue which will limit upside
-Being tough on vendors may have come back to bite Applied
-Fixing supply chain will likely take longer than the current cycle
Supply Chain issues come home to roost
Applied Materials missed on both earnings and revenues… Read More
The semiconductor market in 3rd quarter 2021 was $144.8 billion, according to WSTS, up 7.4% from the prior quarter and up 27.6% from a year ago. The strong year-to-year growth was a slight deceleration from 30.4% in 2nd quarter 2021. The major memory companies reported very healthy 3Q21 revenue increases versus 2Q21 with all of … Read More
KLA- great quarter driven by continued strong foundry/logic
No supply chain hiccups- Riding high in the cycle
Wafer inspection remains driver with rest along for the ride
Financials remain best in industry
A superb quarter
There was little to complain about in the quarter. Revenues of $2.1B and EPS of $4.64, both nicely beating… Read More
The TSMC Open Innovation Platform (OIP) event brings together a wide array of companies reporting cutting edge work that are part of TSMC’s rather substantial ecosystem. The event covers everything from high-performance computing to mobile, automotive, IoT, RF and 3D IC design. Of particular interest for this post is a presentation… Read More
I was invited to give a plenary address at the SISPAD conference in September 2021. For anyone not familiar with SISPAD it is a premiere TCAD conference. This year for the first time SISPAD wanted to address cost and my talk was “Cost Simulations to Enable PPAC Aware Technology Development”.
For many years the standard in technology… Read More
“Super” Moore’s Law- 5 nodes in 4 years- Too good to be true?
Gelsinger said “Intel will be advantaged with High NA EUV”
Ponte Vecchio better with “TSMC Inside”
Global Flounders IPO as price drops on public debut
Lets do the time warp again….(apologies to Riff Raff)
Its just … Read More
Dr. Ashish Darbari is the founder & CEO of Axiomise. As founder & CEO of Axiomise, he has led the company to successfully deploy the unique combination of training, consulting, services, and verification IP to a range of customers. Dr. Darbari has expertise in all aspects of formal methods including theorem proving, property… Read More
Semiconductor capital expenditures (CapEx) are on track for strong growth in 2021. For many companies the increase should continue into 2022. TSMC, the dominant foundry company, expects to spend $30 billion in CapEx in 2021, a 74% increase from 2020. TSMC announced in March it plans to invest $100 billion over the next three years,… Read More
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