OpenFive is hosting a webinar with CEVA on November 12th to talk about how OpenFive’s vision platform, leveraging CEVA vision and AI solutions. Which can get you to a differentiated solution for your product with as much or as little silicon participation on your part as you want. I talked briefly to Jeff VanWashenova (CEVA Sr. Dir… Read More
Post Election Fallout-Let the Chips Fall / Rise Where They May
- Changing US administration likely positive for chips & tech
- Stepping back from the brink of a potential ugly trade war
- Likely increased Covid/tech spend- War with Big Tech is over
- Tech & Chips had a lot riding on the elections outcome
As compared to previous presidential elections, this one likely has much more impact on… Read More
Leading Edge Foundry Wafer Prices
I have seen several articles recently discussing foundry wafer selling prices for leading edge wafers, these articles all quote estimates from a paper by the Center for Security and Emerging Technology (CSET). The paper is available here.
My company IC Knowledge LLC is the world leader in cost and price modeling of semiconductors… Read More
Downplaying SMIC – Uplaying TSMC
- KLAC sports solid QTR & Guide- Foundry & Logic drivers
- Management remains dismissive of SMIC embargo
- Execution & financials are solid but macro headwinds remain
- Nice September Quarter
KLA reported revenue of $1.54B and Non GAAP EPS of $3.03 versus street expectations of $1.49B and EPS of $2.77. Guidance is for revenues… Read More
China Mobile and Computer Update 2020
Data on China production of mobile phones from the National Bureau of Statistics of China indicates a double-digit decline in the year 2020. In 1Q 2020, the early stages of the COVID-19 pandemic, China mobile phone production declined 50% from 4Q 2019 and dropped 33% from a year earlier. Many factories were temporarily closed in… Read More
Coronavirus Remains Good for Semiconductors but not China
- LCRX puts up a solid QTR and slightly soft guidance
- China Concerns weigh on future but COVID remains driver
- Memory spend could be better & help offset China
Solid September Quarter
Lam reported Non GAAP EPS of $5.67 versus $5.19 street and Revenues of $3.18B which was $70M better than street expectations. Lam obviously does … Read More
Israel and Automotive Safety. More Active Than You May Think.
CadenceLIVE ran a session recently in Europe which I thought would be interesting to check out, especially around automotive needs. The live sessions were too early/late for me (middle of the night) and sadly the talks I really wanted to hear weren’t recorded. Instead, I dug around for updates on automotive electronics in Europe.… Read More
Is Intel Losing its Memory?
- It’s reported that Intel is selling its NAND ops to SK Hynix
- Would likely get Intel out of a tough & distracting market
- Is Intel abandoning China? Like Intel’s sale of XPoint to Micron
Getting out of NAND makes sense
The memory market is very tough, competitive and worst of all, very cyclical. Unless you have an iron… Read More
ASML is Strong Because TSMC is Hot!
- ASML has strong quarter lead by great Taiwan and EUV
- EUV “crossed over” DUV as revenue leader- signaling new era
- Taiwan doubles, China grows, Korea weaker, US further behind
ASML hits great numbers
ASML reported revenues of Euro 4B, with income of Euro 2.54EPS, both beating estimates handily. Ten EUV systems were … Read More
Concurrency and Collaboration – Keeping a Dispersed Design Team in Sync with NetApp
In a recent post, I discussed how NetApp provides comprehensive support for moving your EDA flow to the cloud. In that post, I explored the tools, technologies and services that help design organizations move to the cloud in a coherent, predictable, and incremental manner. Having a smooth-running hybrid/on-premise or… Read More
Facing the Quantum Nature of EUV Lithography