Banner Electrical Verification The invisible bottleneck in IC design updated 1
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Will EUV take a Breather in 2021?

Will EUV take a Breather in 2021?
by Robert Maire on 02-07-2021 at 6:00 am

KLA EUV Slowdown

-KLAC- Solid QTR & Guide but flat 2021 outlook
-Display down & more memory mix
-KLAC has very solid Dec Qtr & guide but 2021 looks flattish
-Mix shift to memory doesn’t help- Display weakness
-Despite flat still looking at double digit growth
-EUV driven business may see some slowing from digestion

As always, … Read More


ESD Alliance and IEEE CEDA Announce a New Recognition Program – the Phil Kaufman Hall of Fame

ESD Alliance and IEEE CEDA Announce a New Recognition Program – the Phil Kaufman Hall of Fame
by Mike Gianfagna on 02-03-2021 at 10:00 am

Phil Kaufman Award Winners

Anyone even remotely associated the EDA industry will know about the Phil Kaufman award. Every industry has its ultimate recognition – the Academy Awards and the Grammys are familiar ones in pop culture. The Nobel Prize gets a bit geekier and the Morris Chang award from the GSA is geekier still. If you’re an EDA geek, the Phil Kaufman… Read More


Trust, but verify. How to catch peanut butter engineering before it spreads into your system — Part 1: Validation.

Trust, but verify. How to catch peanut butter engineering before it spreads into your system — Part 1: Validation.
by Raul Perez on 02-01-2021 at 10:00 am

iStock 1071112784

I will address this topic with two blog posts: validation (i.e. post silicon) — Part 1, and verification (pre-silicon) — Part 2 (coming soon!). In this blog post, I will focus on validation.

One of the upsides of using catalog chips that have been in the market for a long time and have ramped in substantial volumes is thatRead More


New Intel CEO Commits to Remaining an IDM

New Intel CEO Commits to Remaining an IDM
by Robert Maire on 01-25-2021 at 6:00 am

Pat Gelsinger Intel CEO

-Intel good results had a little extra help to be great
-New CEO commits to remaining an IDM versus fabless
-Claims of strong progress on 7NM fuel optimism inside
-Outsourcing to TSMC will not go away but will increase

A good quarter but with some silicon enhancements from ICAP

Intel reported Revenues of $20B and EPS of $1.52, which… Read More


ASML – Strong DUV Throwback While EUV Slows- Logic Dominates Memory

ASML – Strong DUV Throwback While EUV Slows- Logic Dominates Memory
by Robert Maire on 01-24-2021 at 6:00 am

ASML SMIC TSMC EUV DUV

ASML has good quarter driven by DUV & Logic (@72%)
– SMIC & other major customer slow EUV plans
– Logic (read that as TSMC) remains key demand led driver
– We are happy memory remains muted given cyclical potential

A very solid quarter with a continued road to growth
The quarter came in at Euro4,254B… Read More


Apple’s Priority On Improved OLED Encapsulation For Foldable Smartphones Will Impact Applied Materials

Apple’s Priority On Improved OLED Encapsulation For Foldable Smartphones Will Impact Applied Materials
by Robert Castellano on 01-21-2021 at 6:00 am

Apple Ion beam t6

Smartphone shipments have been dropping over the past few years, as shown in Chart 1, as a result of several factors, but primarily the slowdown in smartphone innovation while at the same time prices have kept increasing. Even with the much anticipated 5G in 2020, unimpressive speed gains coupled with a Covid-19 backdrop, smartphones… Read More


Samtec Lets You Learn from Home with a Great Webinar Lineup

Samtec Lets You Learn from Home with a Great Webinar Lineup
by Mike Gianfagna on 01-20-2021 at 10:00 am

Samtec Lets You Learn from Home with a Great Webinar Lineup

Work from home (WFH) has become a normal occurrence this past year. “Do you work from home?”  “Of course, where else?” Samtec is taking the whole work from home thing up a notch with a new webinar lineup for 2021. Back by popular demand, they are launching a new series of educational webinars. Started last year, the gEEk SpEEk Webinar… Read More


The Spartan flow for custom silicon: when losing is NOT an option.

The Spartan flow for custom silicon: when losing is NOT an option.
by Raul Perez on 01-19-2021 at 10:00 am

iStock 1204288358

Every so often a custom silicon socket comes up at a system company that you simply cannot afford to lose if you’re a silicon supplier. These are the types of custom silicon sockets that last for generations of a product, in huge and predictable volumes, and for whatever reason they may become available. It’s not easy to predictRead More


ISS 2021 – Scotten W. Jones – Logic Leadership in the PPAC era

ISS 2021 – Scotten W. Jones – Logic Leadership in the PPAC era
by Scotten Jones on 01-15-2021 at 6:00 am

Slide3

I was asked to give a talk at the 2021 ISS conference and the following is a write up of the talk.

The title of the talk is “Logic Leadership in the PPAC era”.

The talk is broken up into three main sections:

  1. Background information explaining PPAC and Standard Cells.
  2. A node-by-node comparisons of companies running leading edge logic
Read More

2020 was a Mess for Intel

2020 was a Mess for Intel
by Robert Maire on 01-13-2021 at 10:00 am

Intel 2020 Mess

Understanding Intel’s future means understanding Intel’s past

Yes, there are two paths you can go by, but in the long run. There’s still time to change the road you’re on.

Intel is at a crossroad. The road they have been on since inception, and the road that has differentiated them from the rest of the pack… Read More