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The China Syndrome- The Meltdown Starts- Trump Trounces Taiwan- Chips Clipped

The China Syndrome- The Meltdown Starts- Trump Trounces Taiwan- Chips Clipped
by Robert Maire on 07-18-2024 at 8:00 am

China Syndrome
  • The chip industry got a double tap of both China & Taiwan concerns
  • Bloomberg reported the potential for draconian China chip restrictions
  • Trump threw Taiwan under the bus demanding “protection money”
  • Over-inflated chip stocks had a “rapid unscheduled disassembly”
US looking to further restrict
Read More

How Sarcina Revolutionizes Advanced Packaging #61DAC

How Sarcina Revolutionizes Advanced Packaging #61DAC
by Mike Gianfagna on 07-17-2024 at 10:00 am

DAC Roundup – How Sarcina Revolutionizes Advanced Packaging

#61DAC was buzzing with discussion of chiplet-based, heterogeneous design.  This new design approach opens new opportunities for applications such as AI, autonomous driving and even quantum computing. A critical enabler for all this to work is reliable, cost-effective advanced packaging, and that is the topic of this post.… Read More


SEMICON West- Jubilant huge crowds- HBM & AI everywhere – CHIPS Act & IMEC

SEMICON West- Jubilant huge crowds- HBM & AI everywhere – CHIPS Act & IMEC
by Robert Maire on 07-12-2024 at 6:00 am

Semicon West SF

– We just finished the most happy SEMICON West in a long time
– IMEC stole the show- HBM has more impact than size dictates
– Has Samsung lost its memory mojo? Is SK the new leader?
– AI brings new tech issues with it – TSMC is still industry King

Report from SEMICON West

The crowds at Semicon West were both… Read More


AI Booming is Fueling Interface IP 17% YoY Growth

AI Booming is Fueling Interface IP 17% YoY Growth
by Eric Esteve on 07-11-2024 at 6:00 am

IF 2018 2027no$

AI explosion is clearly driving semi-industry since 2020. AI processing, based on GPU, need to be as powerful as possible, but a system will reach optimum only if it can rely on top interconnects. The various sub-system parts (memory, processor, co-processor, network) need to be connected with interface links with ever more bandwidth… Read More


Will Semiconductor earnings live up to the Investor hype?

Will Semiconductor earnings live up to the Investor hype?
by Claus Aasholm on 07-10-2024 at 10:00 am

NVIDIA Fastest Growing Semiconductor company

The state of the Semiconductor Industry before the earnings season. This post will give the industry’s status before the results are revealed. We are sharing the information available.

The first Q2 swallows
A few companies with quarters not aligned to calendar quarters have reported. Nvidia was slightly ahead of expectations,… Read More


What if China doesn’t want TSMC’s factories but wants to take them out?

What if China doesn’t want TSMC’s factories but wants to take them out?
by Claus Aasholm on 07-02-2024 at 10:00 am

Foundry Numbers 2024

Insights into the Semiconductor Industry and the Semiconductor Supply Chain

I am not an expert in geopolitical issues, but lately, my research has begun to worry me. As I was preparing to be interviewed for Chinese media, I was in my “Chinese Zone”, adapting to what is palatable to a Chinese audience. Maybe my mode provoked the thought:… Read More


Automotive Designs Have No Room for Error!

Automotive Designs Have No Room for Error!
by Daniel Nenni on 07-02-2024 at 6:00 am

Automotive electronics

Automotive designs demand a high level of fault tolerance, and one of the methods to achieve this is to use error correcting codes (ECC). This Wikipedia page ECC Memory gives a flavor, though that article concentrates on memory and we are interested in wider applications using a form of forward error correction. This technique … Read More


VLSI Technology Symposium – Intel describes i3 process, how does it measure up?

VLSI Technology Symposium – Intel describes i3 process, how does it measure up?
by Scotten Jones on 06-28-2024 at 6:00 am

Figure 1. Process Key Dimensions Comparison.

At the VLSI Technology Symposium this week Intel released details on their i3 process. Over the last four nodes Intel has had an interesting process progression. In 2019, 10nm finally entered production with both high performance and high-density standard cells. 10nm went through several iterations eventually resulting in… Read More


Lab on Cloud Demonstration

Lab on Cloud Demonstration
by Daniel Payne on 06-25-2024 at 10:00 am

TenXer lab setup min

Systems engineers often want to select the best IC for their projects, yet the time required to search online, buy an Evaluation Kit, waiting to receive it in the mail, then getting it installed and setup for testing can be a barrier and lengthen the project timeline. This is where TenXer Labs comes in, as they have cleverly developed… Read More


Automotive Semiconductor Market Slowing

Automotive Semiconductor Market Slowing
by Bill Jewell on 06-24-2024 at 6:00 pm

Semiconductor Market Growth 2024

We at Semiconductor Intelligence estimate the automotive semiconductor market was $67 billion in 2023, up 12% from 2022. The top twelve suppliers accounted for over three-quarters of the market. Infineon Technologies was the largest automotive semiconductor supplier, at $9.2 billion or 13.7% of the market. NXP Semiconductors… Read More