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–ASML great Q4 results-Demand off charts-Supply constrained
-Dealing with chain issues, putting out fires, expediting
-Looking forward to next gen High NA in 2024/2025
-Intel’s order doesn’t give advantage,… Read More
Hello! The most important semiconductor company in the world reported earnings last night. It’s been something of a tradition to post Taiwan Semiconductor Company (TSMC) earnings posts not behind my paywall, and I think that I’m going to continue that to kickoff each earnings season.
There are so many threads in the TSMC call that… Read More
-Chips for America is better than nothing, but not much
–TSMC $40-44B Capex crushes competition (Intel & Samsung)
-Additional efforts other than handouts are necessary
-Could/should TSMC be “adopted” as a US company?
Competition can’t keep up with $40-$44B of Capex
TSMC’s recent announcement… Read More
It’s that time again. ESDA has recently released the numbers for Q3, 2021. Industry revenue increased 17.1% year-over-year from $2,953.9 million to $3,458.1 million in Q3 2021. The four-quarter moving average, which compares the most recent four quarters to the prior four, rose 16.1%. Further, the companies tracked… Read More
Investing in semiconductor startups is something Silicon Catalyst knows a lot about. During a time when venture funding for chip companies all but disappeared, this remarkable organization built a robust incubator, ecosystem, support infrastructure and funding source. Silicon Catalyst has assembled a top-notch management… Read More
A few months ago, SemiWiki published an interview of Mike Wishart, CEO of Efabless. That interview provided insights into Efabless vision and its platform strategy. If you haven’t already read that post, please refer to it for background details. In essence, Efabless is about democratization of chip design and manufacturing.… Read More
Veriest recently hosted a webinar focusing on RISC-V as a forerunner of ongoing open-source revolution in chip design. Speakers were distinguished professionals from industry and academia. Webinar covered topics from market trends to open-source hardware initiatives, tools and methodologies.
Zvonimir Bandić: RISC-V … Read More
-Chips enable tech sector which underpins entire economy
-Is the US chip sector “Too Big To Fail”?
-If US chip industry fails, does tech & everything else follow?
-How chip/Taiwan crisis compares to 2008 financial meltdown
It was the best of times, it was the worst of times
We find it an incredible juxtaposition… Read More
Electronics production has been volatile over the past two years primarily due to the COVID-19 pandemic. Electronics production three-month-average change versus a year ago is shown below for key Asian countries. COVID-19 shutdowns affected production in early 2020. Trends in 2021 show a strong bounce back.
The key trends … Read More
This is a topic in which I have a lot of interest, covered in a panel at this year’s DAC; Raúl Camposano chaired the session. I had earlier covered a keynote by Moshe Zalcberg at Europe DVCon late in 2020; he now reprises the topic. Given the incredible pace of innovation and scale in software development these days, I don’t see what we… Read More
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ASML’s Path to Lithography Dominance—and the Coming Maskless Revolution