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Will the Q1 Haircut become Covid-19 Crew Cut in Q2?

Will the Q1 Haircut become Covid-19 Crew Cut in Q2?
by Robert Maire on 03-16-2020 at 5:00 am

Corvid 19 Crew Cut Semiwiki
  • Corona impact growing exponentially in chip food chain
  • YMTC in Wuhan may be “patient zero”
  • Q1 revenue haircuts may turn into Q2 crewcuts
  • Working from home really doesn’t work

When does a haircut become a crew cut in revenues?
All the major semiconductor equipment makers took a significant haircut to their Q1… Read More


SPIE 2020 – Applied Materials Material-Enabled Patterning

SPIE 2020 – Applied Materials Material-Enabled Patterning
by Scotten Jones on 03-13-2020 at 10:00 am

2020 SPIE Media Briefing Full Slides for Scott Jones Page 16

I wasn’t able to attend the SPIE Advanced Lithography Conference this year for personal reasons, but Applied Materials was kind enough to set up a phone briefing for me with Regina Freed to discuss their Materials-Enabled Patterning announcement.

At IEDM Applied Materials (AMAT) tried to put together a panel across the entire… Read More


COVID-19 Collateral Chip Collision – Will Fabs & Foundries Flounder?

COVID-19 Collateral Chip Collision – Will Fabs & Foundries Flounder?
by Robert Maire on 03-05-2020 at 6:00 am

Corvid 19 SemiWiki

Corona Fab Impact –
lower production/raise prices
Chip production supply chain may break
It could temporarily fix memory oversupply
Could it risk the fall roll out of next Iphone

The ” Two week tango” – Waiting games at fabs
When a highly specialized piece of semiconductor equipment misbehaves to the… Read More


LithoVision – Economics in the 3D Era

LithoVision – Economics in the 3D Era
by Scotten Jones on 03-04-2020 at 6:00 am

Slide3

Each year on the Sunday before the SPIE Advanced Lithography Conference, Nikon holds their LithoVision event. This year I had the privilege of being invited to speak for the third consecutive year, unfortunately, the event had to be canceled due to concerns over the COVID-19 virus but by the time the event was canceled I had already… Read More


Coronavirus Chops SPIE Litho EUV Conference

Coronavirus Chops SPIE Litho EUV Conference
by Robert Maire on 03-01-2020 at 6:00 am

SPIE EUV 2020 Coronavirus

Corona Curtails already quiet SPIE Litho conference
Our best guess is that attendance was off by 30% from last years SPIE conference due to a lack of travelers from many Asian areas obviously out of Corona fear. Even Intel, which is a few miles away was a virtual no-show with a mass cancellation.

More importantly, virtually all after… Read More


China Chip Equip Embargo just got real

China Chip Equip Embargo just got real
by Robert Maire on 02-24-2020 at 10:00 am

Chip Embargo Just Got Real

Worst Case Scenario now possible!

  • Embargo could extend beyond China to Taiwan (TSMC)
  • Likely backs up ASML pressure & Huawei indictment
  • “Maximum Pressure” campaign similar to Iran
  • Not likely to go away through trade negotiations

US to restrict chip equipment sales to Huawei producers
The Wall Street Journal… Read More


Semiconductor Recovery in 2020?

Semiconductor Recovery in 2020?
by Bill Jewell on 02-24-2020 at 6:00 am

GPD 2019 Semiconductors SemiWiki

Semiconductors down 12% in 2019
World Semiconductor Trades Statistics (WSTS) reported the world semiconductor market in 2019 was $412 billion, a 12.1% decline from $469 billion in 2018. Most of the decline was in the memory market (primarily DRAM and Flash) which was down a third from a year ago. However overall semiconductor … Read More


The COVID-19 Virus Outbreak and the Semiconductor Supply Chain

The COVID-19 Virus Outbreak and the Semiconductor Supply Chain
by Mark Dyson on 02-23-2020 at 10:00 am

The COVID 19 virus outbreak and the semiconductor supply chain

Welcome to my weekly roundup of the key semiconductor news from around the world from last week.  The COVID-19 virus outbreak and it’s impact on the semiconductor supply chain continues to dominate the news, but there was also lots of other news from around the world, so please read on.

Let’s start by a review of where the started… Read More


System Level Flows for SoC Architecture Analysis and Design – DVCON 2020

System Level Flows for SoC Architecture Analysis and Design – DVCON 2020
by Daniel Nenni on 02-21-2020 at 6:00 am

CST Header FF SL

As a professional conference attendee I look for the most meaningful way to spend my time and workshops is one of the best. Especially when a customer is involved and there is no bigger EDA customer than Intel, absolutely.

System Level Flows for SoC Architecture Analysis and Design

Speakers:
Swaminathan Ramachandran – … Read More


KLA Blows Away Competition in the Semiconductor Metrology/Inspection Market

KLA Blows Away Competition in the Semiconductor Metrology/Inspection Market
by Robert Castellano on 02-18-2020 at 10:00 am

KLA Blows Away CompetitionC1

KLA saw its share of the semiconductor metrology/inspection market increase from 52% in 2018 to 56% in 2019.

As a background, KLA manufactures and sells equipment used to monitor many of the 400 to 600 processing steps in the manufacturing of semiconductors, starting with a bare wafer, such as silicon, to a completed device. The… Read More