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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
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
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
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
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
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
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 = 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
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TSMC Formally Sues Ex-SVP Over Alleged Transfer of Trade Secrets to Intel