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FDSOI Status and Roadmap

FDSOI Status and Roadmap
by Scotten Jones on 07-23-2018 at 7:00 am

FDSOI is gaining traction in the market place. At their foundry forum in May, Samsung announced they have 17 FDSOI products in high volume manufacturing (you can read Tom Dilliger’s write up of the Samsung Foundry Forum here). At SEMICON West in July, GLOBALFOUNDRIES (GF) announced FDSOI design wins worth $2 billion dollars in … Read More


Platform ASICs Target Datacenters, AI

Platform ASICs Target Datacenters, AI
by Bernard Murphy on 07-17-2018 at 7:00 am

There is a well-known progression in the efficiency of different platforms for certain targeted applications such as AI, as measured by performance and performance/Watt. The progression is determined by how much of the application can be run with specialized hardware-assist rather than software, since hardware can be faster… Read More


VLSIT Conference – imec on CFETs

VLSIT Conference – imec on CFETs
by Scotten Jones on 07-16-2018 at 12:00 pm

The 2018 VLSI Technology conference was held in Hawaii in June and is one of the premier conferences covering integrated circuit process technology and circuit design. The Complementary FET (CFET) is an emerging option to continue logic scaling into the next decade. At the conference imec, GLOBALFOUNDRIES, Tokyo Electron and… Read More


Semicon Wrap Up holding pattern in turbulent air

Semicon Wrap Up holding pattern in turbulent air
by Robert Maire on 07-16-2018 at 7:00 am

The stock market hates uncertainty most of all. In the absence of the known, the market will assume the worst or close to it. Right now there is a lot of uncertainty that continues to have more downside beta than upside beta. Everybody we spoke to at Semicon wakes up in the morning wondering what tweet was sent at 5AM that will impact their… Read More


AMAT talks long term AI but short term is ugly

AMAT talks long term AI but short term is ugly
by Robert Maire on 07-15-2018 at 7:00 am

We attended Semicon West Monday and Tuesday, the annual show for the semi equipment industry. Its very clear from discussions with all our sources in the industry that confirm that Samsung has put the brakes on spending on memory and that message was reinforced by declines in their expected profitability due to weaker memory pricing.… Read More


Glad to be part of SemiWiki and my DAC Industry Report

Glad to be part of SemiWiki and my DAC Industry Report
by Mark Gilbert on 07-11-2018 at 7:00 am

Welcome to my newly relocated column, I am so excited about my new relationship with Daniel Nenni, and the other esteemed bloggers on SemiWiki. For those who do not know me, I have been a featured columnist on another EDA portal for the past 12-plus years, and in EDA for 20-plus years. As the leading recruiter in our industry, (or so … Read More


Drop-In Security for IoT Edge Devices

Drop-In Security for IoT Edge Devices
by Bernard Murphy on 07-10-2018 at 7:00 am

You’re excited about the business potential for your cool new baby monitor, geo-fenced kid’s watch, home security system or whatever breakthrough app you want to build. You want to focus on the capabilities of the system, connecting it to the cloud and your marketing rollout plan. Then someone asks whether your system is architected… Read More


China Trade war is accelerating with First Blood in Chips

China Trade war is accelerating with First Blood in Chips
by Robert Maire on 07-09-2018 at 7:00 am

China didn’t wait around for the US to announce more tariffs or export restrictions, instead it went on the offensive and put an injunction in place to prevent Micron from shipping product into China. Although our view is that Micron will see little impact from this action, the headlines caused the semiconductor sector stocks… Read More


IITC – Imec Presents Copper, Cobalt and Ruthenium Interconnect Results

IITC – Imec Presents Copper, Cobalt and Ruthenium Interconnect Results
by Scotten Jones on 07-02-2018 at 12:00 pm

The IEEE Interconnect Technology Conference (IITC): Advanced Metallization Conference was held June 4th through 7th in Santa Clara. Imec presented multiple papers on comparing copper, cobalt and ruthenium interconnect. One paper in particular caught my eye: Marleen H. van der Veen, # N. Heylen, O. Varela Pedreira, S. Decoster,… Read More


The Technology China Trade Growing Snowball

The Technology China Trade Growing Snowball
by Robert Maire on 06-28-2018 at 12:00 pm

As we have been warning for months the China trade issue continues to grow and accelerate. As we are approaching the June 30th cliff (when export sanctions will be announced) it seems as if the administration has given the industry a kick so we fly even further. The US will also restrict Chinese investment in US tech companies. The … Read More