CAST Compression IP Webinar 800x100 (2)
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Applied Materials Will Regain Semiconductor Equipment Lead From ASML in 2020

Applied Materials Will Regain Semiconductor Equipment Lead From ASML in 2020
by Robert Castellano on 11-29-2020 at 10:00 am

2020 WFE Share

On December 2, 2019, I posted a SemiWiki article entitled “ASML Will Take Semiconductor Equipment Lead from Applied Materials in 2019.”Since losing its dominance for the first time since 1990 in 2019, Applied Materials is poised to lose its retake the 2020 lead in the semiconductor equipment market. ASML led the… Read More


Webinar: 5 Reasons Why Others are Adopting Hybrid Cloud and EDA Should Too!

Webinar: 5 Reasons Why Others are Adopting Hybrid Cloud and EDA Should Too!
by Daniel Nenni on 11-27-2020 at 6:00 am

Rescale SemiWiki

With the complexity of transistors at an all time high and growing foundry rule decks, fabless companies consistently find themselves in a game of catch up. Semiconductor designs require additional compute resources to maintain speed and quality of development. But deploying new infrastructures at this current speed is a tall… Read More


China Semiconductor Bond Bust!

China Semiconductor Bond Bust!
by Robert Maire on 11-25-2020 at 10:00 am

China Semiconductor Bond Bust

– Tsinghua $198M Bond Bust
– Good for memory: Samsung Micron LG Toshiba –
– Not good for chip equipment
– Could China Credit Crunch hit more than foundry embargo?
– Damage to China memory positive for other memory makers
– Not good for chip equip if customers can’t get money

China’s… Read More


Is Apple the Most Valuable Semiconductor Company in the World?

Is Apple the Most Valuable Semiconductor Company in the World?
by Robert Maire on 11-25-2020 at 6:00 am

Apple M1

– The new M1 chip unveils previously hidden asset
– Could/should Apple sell semiconductors?
– Are servers next?
– The M1 chip appears to be a rousing success and the beginning of a new era

Essentially 100% of all early reports on the performance of the M1 chip have come back with stellar reviews. Great performance… Read More


Semiconductor Boom in 2021

Semiconductor Boom in 2021
by Bill Jewell on 11-23-2020 at 6:00 pm

Top Semiconductor Revenue 2020

The third quarter 2020 semiconductor market totaled $114 billion, up 11.0% from second quarter 2020, according to World Semiconductor Trade Statistics (WSTS). The 3Q20 growth was the highest since 11.6% in 3Q16. The strong 3Q20 growth follows a 2.1% decline in 2Q20 versus 1Q20. The second quarter is normally a healthy growth … Read More


The Impact of AI-enabled EDA Tools on the Semiconductor Industry

The Impact of AI-enabled EDA Tools on the Semiconductor Industry
by Richard Wawrzyniak on 11-22-2020 at 10:00 am

AI Tools Blog 111820

The semiconductor industry today is faced with several substantial issues—the continuing rise in design costs for complex SoCs, the decrease in the incidence of first-time-right designs and the increase in the design cycle time against shrinking market windows and decreasing product life cycles. An additional factor has … Read More


Silicon Catalyst Hosts Semiconductor Industry Forum – A View to the Future … it’s about what’s next®

Silicon Catalyst Hosts Semiconductor Industry Forum – A View to the Future … it’s about what’s next®
by Mike Gianfagna on 11-20-2020 at 10:00 am

A View to the Future ... its about whats next

Silicon Catalyst has been hosting semiconductor forums since 2018. At these events, a group of industry leaders gathers to discuss trends in the semiconductor industry and what the future may hold as a result. I recently had an opportunity to speak with Pete Rodriguez, CEO at Silicon Catalyst. Pete explained that these forums … Read More


Achieving 112Gbps PAM4 Channels with Achronix FPGAs and Samtec Interconnect

Achieving 112Gbps PAM4 Channels with Achronix FPGAs and Samtec Interconnect
by Mike Gianfagna on 11-19-2020 at 10:00 am

Achieving 112Gbps PAM4 Channels with Achronix FPGAs and Samtec Interconnect

They say that getting there is half the fun. On December 1, Achronix and Samtec will present a webinar on this topic in the context of high-performance front panel to midplane and midplane to backplane channel design. Technology, materials and system design will all be discussed with a focus on achieving 112Gbps PAM4 channels with… Read More


2021 will be the year of DRAM!

2021 will be the year of DRAM!
by Robert Maire on 11-15-2020 at 6:00 am

Robert Maire Bloomberg

2020 has been a NAND growth year-2021 will be the year of DRAM. While foundry logic has gotten all the credit in 2020 the reality is that NAND has been up 2X in 2020 for semiconductor equipment provider Applied Materials (AMAT). It is expected that NAND will be flat in 2021 while DRAM will take over the growth slot with foundry/logic … Read More


Agile and DevOps for Hardware. Keynotes at DVCon Europe

Agile and DevOps for Hardware. Keynotes at DVCon Europe
by Bernard Murphy on 11-12-2020 at 6:00 am

Agile and DevOps for Hardware

Paul Cunningham (Verification CVP/GM at Cadence) initiated our monthly Innovation in Verification blog to hunt for novel ideas in verification, breaking past the usual steady, necessary but undramatic pace of incremental advances. I attended a couple of sessions from DVCon Europe recently, and was encouraged to hear a couple… Read More