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Starting a Chip Company? Silicon Catalyst and Arm Are Ready to Help

Starting a Chip Company? Silicon Catalyst and Arm Are Ready to Help
by Mike Gianfagna on 04-29-2020 at 6:00 am

Screen Shot 2020 04 27 at 5.59.56 PM

Anyone who has started a company knows that landing the seed round of investment is just the beginning. There are many decisions to face.  When to start building a sales team?  What parts of the company’s infrastructure to outsource? How to price and promote your product? These are just a few of the questions to be answered. If your… Read More


LRCX Supply constrained by Covid Crisis

LRCX Supply constrained by Covid Crisis
by Robert Maire on 04-26-2020 at 8:00 am

LCRX Lam Research 2020 COVID

Lam Q1 revenue soft by roughly 15% due to supply side
Demand remains solid for Q2 but beyond that, dubious
No guide but Q2 could be => Q1 revenues
NAND solid, China big @ 32%, Foundry remains great

Lam reported a solid quarter but light on revenues…
It was no surprise that Lam reported revenues of $2.5B versus their original… Read More


ASML A Scenario More Lumpy While Demand and Tech Remain Solid Despite Covid Delays

ASML A Scenario More Lumpy While Demand and Tech Remain Solid Despite Covid Delays
by Robert Maire on 04-22-2020 at 2:00 pm

ASML SemiWiki 2020

Covid issues create “lumpy” quarters due to delays
Orders & demand remain solid and strong
2020 Year financials intact so far but ignore Qtrs
Taking prudent actions- no buybacks or guidance

As expected, Covid impacts both shipments & supply chain, ignore the near term lumpiness…
ASML reported revenues… Read More


SPIE 2020 – ASML EUV and Inspection Update

SPIE 2020 – ASML EUV and Inspection Update
by Scotten Jones on 04-20-2020 at 10:00 am

0.33 NA EUV systems for HVM Ron Schuurhuis Page 02

I couldn’t attend the SPIE Advanced Lithography Conference this year for personal reasons, but last week Mike Lercel of ASML was nice enough to walk me through the major ASML presentations from the conference.

Introduction
In late 2018, Samsung and TSMC introduced 7nm foundry logic processes with 5 to 7 EUV layers, throughout … Read More


Design IP Revenue Grew 5.2% in 2019, Good News in Declining Semi Market

Design IP Revenue Grew 5.2% in 2019, Good News in Declining Semi Market
by Eric Esteve on 04-20-2020 at 6:00 am

IP Category 2018 2019

Good news is good to hear, particularly these days! The behavior of the Design IP market in 2019 is extremely positive, when the semiconductor market has seen a decline worst than in 2009 (economy crisis) or 2001 (internet bubble collapse). Analysis this 5.2% growth in detail will help to understand the future of the IP market, as… Read More


Short vs Long Term Covid19 Impact

Short vs Long Term Covid19 Impact
by Robert Maire on 04-19-2020 at 10:00 am

Covid Semiconductor

-Short term Covid19 impact is primarily logistics related
-Longer term impact is more systemic/demand driven
-Impact will wind through supply chain over several qtrs
-Other issues, such as trade, remain an overhang

Short term versus long term in the semiconductor industry
The stocks declines over the last months seem to indicate… Read More


Online Class: Advanced CMOS Technology 2020 (The 10/7/5 NM Nodes)

Online Class: Advanced CMOS Technology 2020 (The 10/7/5 NM Nodes)
by Daniel Nenni on 04-12-2020 at 9:00 am

3D Finet Model

Our friends at Threshold Systems have a new ONLINE class that may be of interest to you. It’s an updated version of the Advanced CMOS Technology class held last February. This is normally a classroom affair but to accommodate the recent COVID-19 travel restrictions it is being offered virtually.

As part of the previous class we did… Read More


Why I’m Lowering Semiconductor Equipment Revenue Growth to -6.9% in 2020

Why I’m Lowering Semiconductor Equipment Revenue Growth to -6.9% in 2020
by Robert Castellano on 04-09-2020 at 10:00 am

Applied Materials Lam lower C2

Because of significant $4 billion in equipment pull-ins in Q4 from sales in Asia, I was reducing my semiconductor wafer front-end (WFE) equipment revenue growth from an earlier +5% to 0% in 2020. Now, based on CORVID-19, I am further reducing revenue growth to -6.9%.

Chart 1 also shows the cyclical nature of semiconductors and semiconductor… Read More


UPDATE: Everybody Loves a Winner

UPDATE: Everybody Loves a Winner
by Mike Gianfagna on 04-05-2020 at 9:00 am

Picture1 4

Building a successful startup is hard, very hard. Creating a new category along the way is even more difficult. Those that succeed at both endeavors are quite rare. This is why an upcoming ESD Alliance event is a must-see in my view. The event is entitled “Jim Hogan and Methodics’ Simon Butler on Bootstrapping a Startup to ProfitabilityRead More


Filling the ASIC Void – Part 2

Filling the ASIC Void – Part 2
by Mike Gianfagna on 04-03-2020 at 6:00 am

Screen Shot 2020 03 24 at 5.00.49 PM

I concluded my last post on the topic with an inventory of the key attributes needed to fill the ASIC void created by the relentless consolidation in semiconductors. There were five items, as follows:

  1. Design and manufacturing expertise in a market that requires custom chips
  2. Differentiating IP and the skills to integrate it into
Read More