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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
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
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
As compared to previous presidential elections, this one likely has much more impact on… Read More
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
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
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
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
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
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
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