Despite the improvements in glass material used in smartphone displays, many, if not all, leading smartphone manufactures such as Apple and other smartphone manufacturers are evaluating a coating method that further increases the durability of screens at a cost of just pennies per display by coating them with diamonds.… Read More
EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020
The ESD Alliance tracks revenue growth for a large number of EDA companies. Their recent report paints a positive picture in a landscape dotted with challenges and not-so-good news. The report cites 12.6% overall revenue growth for Q2 2020 vs. Q2 2019. Furthermore, the overall most recent four quarter revenue average has increased… Read More
SMIC China Sanctions – Headwinds For Applied Materials And Lam Research
On September 26 there were media reports that the U.S. Commerce Department has added China’s largest chipmaker, Semiconductor Manufacturing International Corporation (SMIC) , to its entity list, after it determined there an “unacceptable risk” that equipment SMIC received could be used for military purposes
U.S. firms would… Read More
Veriest Meetup Provides Insights on Safety, Deadlocks
I wasn’t familiar with Veriest, I’m guessing you may not be either. They are a design and verification services company based in the Tel Aviv area (Israel). The CEO, Moshe Zalcberg, was earlier GM for Cadence in Israel. Echoes for me of the early days working with Ajoy Bose in Interra. Veriest have a big emphasis in verification, for… Read More
SMIC Cut off by US Government is Doomsday Scenario for US Chip Equipment Companies
SMIC Cut Off = Worst case scenario
SMIC is on US gov “no fly” list for US Equipment Companies
Will likely lead to loss of all of China- 25% to 50% of revenues
Retaliation by China will worsen situation
SMIC cut off from US technology (Chip Equip)
It has been reported in the Wall St Journal and many news outlets that the US government… Read More
Electronics Production Healthy
Global electronics production is healthy, despite the COVID-19 pandemic. The chart below shows the three-month-average change versus a year ago (3/12 change) in electronics production (measured in local currency) for the major Asian producers. China is the largest electronics manufacturing country and the original source… Read More
VLSI Symposium 2020 – Imec Monolithic CFET
The 2020 VLSI Technology Symposium was held as a virtual conference from June 14th through June 19th. At the symposium Imec gave an interesting paper on Monolithic CFET and I had a chance to interview one of the authors, Hiroaki Arimura.
It is well known in the industry that FinFETs (FF) are reaching the end of their scaling life. Samsung… Read More
Could loss of SMIC lead to loss of most of China?
Is the US finally getting truly tough on China? or just a bluff?
Could lead to a global reset of the industry & 10 year retreat?
Tech stocks wings have melted after super heated stock run?
SMIC added to the “naughty” list?
There have been numerous reports that the US is considering adding SMIC to the China “naughty”… Read More
Online Verification Meet-up With Intel and Arm!
Veriest is headquartered in Israel with engineering sites in Serbia & Hungary. The team has accumulated a wealth of experience through involvement in projects in the forefront of semiconductor technology.
Veriest maintains unrivaled quality standards in terms of both service and knowledge. With the ability to take on … Read More
Samtec Delivers Ultra-High Density with Direct Connect™ to IC Package Technology
We all know the signal integrity and power integrity challenges of high-performance system design. It used to be enough to design a robust chip. Now, the interaction between the chip, the substrate/package and the PCB all matter. If your design is 2.5D, as many are these days, the problems just gets worse. Chiplets are becoming… Read More
Facing the Quantum Nature of EUV Lithography