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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
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
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 Profitability… Read More
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:
Blocking chip sales to Huawei back on front burner
Covid19 & China Trade are equally bad
Long lived Uncertainty could “plague” industry sales going forward
Political Predictability worse than Disease Predictability
Reuters broke a story today that the proposed licensing of chip equipment to prevent “bad… Read More
It started slowly at first. Then it began picking up steam. I’m referring to consolidation in the semiconductor sector. I had a front-row seat for what consolidation did to the ASIC part of semiconductor and that is the topic of this discussion. I was the VP of marketing at eSilicon, the company that invented the fabless ASIC model.… Read More
It is a demand driven downturn – harder to predict
It may not be “business as usual” after this virus
What systemic changes could the industry face?
Trying to figure out another cycle-driven by inorganic catalyst
Investors and industry participants in the semiconductor industry who are used to normal cyclical… Read More
Managing the ASIC manufacturing is one of the biggest challenges of chip projects.
Building an ASIC supply chain requires specific expertise. Throughout the process you’ll be confronted with hundreds of decisions that will require specific knowledge in order to be addressed correctly, avoid costly mistakes and lose time. … Read More
Last week whilst China started to recover from COVID-19 outbreak, the rest of the world was seriously impacted by the growing number of cases as the number of cases and deaths outside of China grew higher than in China. With the rise, many governments around the world belatedly put in measures to prevent the further spread of the … Read More
The threat of COVID-19 (coronavirus) is continuing to spread. As of March 17, the World Health Organization (WHO) reported 179,111 confirmed cases and 7,426 deaths. WHO declared COVID-19 a pandemic as of March 11. Many countries have imposed severe restrictions to slow the spread of the disease, ranging from banning of large … Read More
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