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This is another installment covering TSMC’s very popular Open Innovation Platform event (OIP), held on August 25. This event presents a diverse and high-impact series of presentations describing how TSMC’s vast ecosystem collaborates with each other and with TSMC. This presentation is from Alchip, presented by James Huang,… Read More
Talk to the members of a digital design team and you will always find two types of users. One who likes using the GUI while working on his design and the other who is passionate about using scripts and the command line options. This is akin to the two camps of users who either love either good old Vi/Vim or the ever versatile Emacs editor.… Read More
The semiconductor industry growth is increasing exponentially with high speed circuits, low power design requirements because of updated and new technology like IOT, Networking chips, AI, Robotics etc.
In lower technology nodes the timing closure becomes a major challenge due to the increase in on-chip variation effect and… Read More
In the early stages of the global COVID-19 pandemic, most forecasters expected the semiconductor market to decline in 2020, including our May Semiconductor Intelligence projection of a 6% drop. However, the semiconductor market has shown surprising strength so far this year. WSTS reported the 2Q 2020 semiconductor market … Read More
Did you know you can save 30% to 60% power without spending a fortune on a process migration? There is a better way than moving to deeply scaled nodes for power. Read on…
Have you heard of AGGIOS? You will. The name stands for AGGregated IO Systems, and a team of ex ARM and Qualcomm engineers are re-inventing power management. I’ll explain… Read More
While Alchip is speeding its way down the TSMC process technology roadmap I am reminded how important services are to the semiconductor ecosystem. We can thank ASIC companies like Alchip for the heavy investment systems companies have made into semiconductors. We covered this in our book “Fabless: The Transformation of the Semiconductor… Read More
At SEMICON West, Applied Materials announced a new selective gap fill tool to address the growing resistance issues in interconnect at small dimensions. I had the opportunity to discuss this new tool and the applications for it with Zhebo Chen global product manager in the Metal Deposition Products group at Applied Materials.… Read More
Higher Foundry/logic exposure helps-
Little or no Covid or China trade impact-
Nice quarter but even better guide-
Applied reported revenues of $4.4B and NonGAAP EPS of $1.06, nicely above street estimates of $4.2B and $0.95 in EPS. Guidance is for revenues $4.6B +-$200M and EPS of $1.17+- $0.06, versus current expectations of… Read More
With this post, we welcome NetApp to the SemiWiki family. NetApp was founded in 1992 with a focus on data storage solutions. Initial market segments were high-performance computing (HPC) and EDA and their first customers were EDA and semiconductor companies. NetApp has become a primary force in on-premise data management for… Read More
KLA reports excellent June & Better Sept Guide-
Orbotech Diversification Helps provide growth-
Mix is perfect-China working fine-
Foundry is solid-
Solid execution and Financials
KLAC reported $1.46B in revenues and $2.73 Non GAAP with gross margins of 60.3%. That is versus expectations of $1.42B and EPS of $2.41…a… Read More
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Facing the Quantum Nature of EUV Lithography