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Initial thoughts
At IEDM held in December 2024, TSMC presented: “2nm Platform Technology featuring Energy-efficient Nanosheet Transistors and Interconnects co-optimized with 3DIC for AI, HPC and Mobile SoC Applications,” the authors are:
Geoffrey Yeap, S.S. Lin, H.L. Shang, H.C. Lin, Y.C. Peng, M. Wang, PW Wang, CP Lin, KF… Read More
– KLA put up a good qtr & year with consistent growth
– AI & HBM are the main drivers of leading edge which helps KLA
– China slowing but not too fast, Outlook OK but not super
– Wafer inspection is huge but reticle inspection continues to slip
KLA reported revenues… Read More
Tell us a little bit about yourself and your company.
I’m Larry Zu, Founder and CEO of Sarcina Technology. I’ve grown Sarcina from just designing packages for a few small companies to handling the entire post-silicon ecosystem, including package design, assembly, testing, qualification and production services for the top … Read More
John Chang, founder and CEO of JMEMTEK, combines technical expertise and business acumen to lead the company in addressing critical hardware security challenges. With a PhD candidate in Electro Physics at National Yang Ming Chiao Tung University and dual bachelor’s degrees in Electrical Engineering and Banking and Finance… Read More
CES 2025 was held last week in Las Vegas. We at Semiconductor Intelligence attended for our tenth CES. The event had over 140,000 attendees and over 4,500 exhibitors.
U.S. Consumer Electronics Market
Brian Comiskey of the Consumer Technology Association (CTA) presented on technology trends in 2025. The key theme was advances… Read More
Zeynep is a co-founder and the Chief Executive Officer of 35ELEMENTS Corp., the GaN solutions company, which spun off from the University of Illinois at Urbana Champaign. She worked in small and large semiconductor companies, and managed operations of an equipment manufacturing business. She completed her B.S. and M.S. in EE,… Read More
My good friend Matthew Burns develops go-to-market strategies for Samtec’s Silicon-to-Silicon solutions. Over the course of 25 years, he has been a leader in design, applications engineering, technical sales and marketing in the telecommunications, medical and electronic components industries. Matt holds a B.S. in Electrical… Read More
At first glance, the headline annualized semiconductor market growth numbers remain strong, with HBM Memory leading the way and AI GPUs continuing to sell in a frenzy. However, a deeper dive into the details reveals a much bleaker picture. Inventory levels remain stubbornly high, and mainstream capacity utilization rates are… Read More
TechInsights has been in the semiconductor analysis business for more than 35 years and is THE most trusted source of semiconductor information. TechInsights started as a reverse engineering and IP analysis company but has grown into much more. I remember waiting for the teardown reports before buying electronics to make sure… Read More
Micron reported in line… Read More
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Intel to Compete with Broadcom and Marvell in the Lucrative ASIC Business