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The DVCon conference and exhibition finished up in California just as the impact of the COVID-19 pandemic was ramping up in March, but at least they finished the conference by altering the schedule a bit. Umesh Sisodia, CEO at CircuitSutra Technologies presented at DVCON on the topic, Using High-Level Synthesis to Migrate Open… Read More
I managed a few meetings at DVCon this year in spite of the Coronavirus problems. One of these was with Lu Dai Chairman of Accellera. I generally meet with Lu each year to get an update on where they are headed, and he had some interesting new topics to share.
Membership and headcount remain pretty stable. Any changes (at the associate… Read More
Is TSMC the real target, not just collateral damage?
Is equipment embargo threat to bring TSMC to heel?
Is an embargo a “Trifecta” of US strategic goals?
Maybe TSMC is a real target of chip equipment embargo not just potential collateral damage
It occurs to us when we talk about TSMC being caught in the middle between … Read More
Economic damage-
China relationship damage will far outlast direct Covid19 logistics impact-
Economic damage could be huge but trade damage could be larger with more specific impact on chips-
A long build up to a China trade nuclear winter, the “drum-beat of war”
When we started talking about a potential chip trade… Read More
Recently Seeking Alpha published an article “Taiwan Semiconductor Manufacturing Company Losing Its Process Leadership To Intel” and Dan Nenni (SemiWiki founder) asked me to take a look at the article and do my own analysis. This is a subject I have followed and published on for many years.
Before I dig into specific process density… Read More
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
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
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
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
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
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TSMC Technology Symposium 2026 Overview