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-Intel’s access to high-NA EUV tools may be their elixir of life
-TSMC’s EUV adoption helped it vault faltering Intel & Samsung
-Maybe ASML should invest in Intel like Intel invested in ASML
-Shoe is on the other foot- But cooperation helps chip industry
Intel is dependent upon ASML for its entire future
If Intel… Read More
Dan and Mike are joined by Michael Johnson (MJ), CTO at NetApp. MJ provides “behind the scene” insights into NetApp technology and how it has quietly revolutionized information storage and management for chip design. The key enabling technologies along with specific use cases are discussed. MJ also discusses moving… Read More
One of the few things that remain constant in the engineering world is the desire for higher productivity. Innovation happens when engineers are designing something and creative ideas crop up when they are reviewing and analyzing the results. In between these fun steps, engineers have to deal with the necessary evil of creating… Read More
As processor architecture and design development becomes completely liberated with open-source RISC-V instruction set architecture (ISA), the race to get RISC-V silicon in our hands has increased massively. We have no doubt that in next 5 years, we will see RISC-V based laptops and desktops in the market. But would these processors… Read More
A company that gets its products to market first stands to gain a competitive edge in the market place. This is even more so in the highly competitive and innovative semiconductor industry. At the same time, designing chips is a very challenging task that involves iterative steps that are computation, memory and storage intensive.… Read More
Designing an ASIC is little bit like trying to hit the bullseye, in the dark. I’ve spent several decades in the ASIC business I can tell you this is what it’s like from first-hand experience. When the design team sets out to build a custom chip to make their product better, faster, more robust, etc. (pick the words you like), there is … Read More
DesignCon has grown over the years to become a true system design show. The show’s tagline is WHERE THE CHIP MEETS TO BOARD. This is just the beginning. Besides the chip and the board there are all the challenges, opportunities, and options to get signals reliably propagated throughout the entire system. Power, signal integrity,… Read More
-KLA dominates process control like ASML dominates litho
-Industry in “panic mode” over capacity drives process control
-Like others, KLA tool supplies are in demand & tight supply
-Balance of 2021 “filled out” – now booking for 2022
Solid numbers and very solid guide for a better second … Read More
-$80B + in WFE with strong back half in 2021
-Trailing edge strength adds to overall great demand
-Supply side headwinds require effort- Malaysia now open
-It just comes down to execution which Lam has done well
Nice beat and sandbagged guide
As Lam has done consistently for many quarters now, they beat numbers with Revenues of $4.15B… Read More
Intel presented yesterday on their plans for process technology and packaging over the next several years. This was the most detailed roadmap Intel has ever laid out. In this write up I will analyze Intel’s process announcement and how they match up with their competitors.
10nm Super Fin (SF)
10nm is now in volume production in three… Read More
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