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The Phil Kaufman Award has been given annually since 1994 to individuals who have had a significant impact on Electronic System Design. I have attended several of the award dinners during that time. Most of the time (roughly 70%), the award recipients were either people I knew or people whose textbooks I had read. The award goes to… Read More
At the moment there are many encouraging signs based on the latest data. Let’s hope this trend continues into 2002 and 2020 is the year of recovery of the semiconductor market. However much depends on how the US China trade war pans out. Last week Trump blew hot and cold saying everything from the negotiations were going very well to… Read More
For the first time since 1990, Applied Materials is poised to lose its lead in the semiconductor equipment market, according to my recently published report “The Global Semiconductor Equipment: Markets, Market Shares, Market Forecasts.”
Applied Materials, which has been losing market share in the wafer front end (WFE) equipment… Read More
As the traditional ASIC business disappears before our eyes with the recent divestitures and acquisitions, I have been asking questions amongst the fabless semiconductor ecosystem and am getting few answers.
Who or what is going to step in to enable start-ups and new to silicon systems companies with application specific chips?… Read More
Is there more downside than upside in stocks?
Entering a seasonally weak period, then what?
Does China trade come back to haunt industry?
Cycle is past the bottom-But what kind of up cycle?
The most recent up cycle in the industry was a huge one, driven by a huge spend on NAND as SSD’s sucked up infinite number of devices. DRAM … Read More
The trade dispute between the U.S. and China continues to drag on. According to Reuters, U.S. President Donald Trump recently threatened to raise tariffs further on Chinese imports if no deal is reached. Tariffs affecting most consumer electronics imports from China are scheduled to go into effect on December 15, according to… Read More
Good end to a weak fiscal year- and end to down cycle
As expected and well telegraphed by TSMC, LRCX, ASML & KLAC, AMAT put up a good quarter and guide as the last to report that the industry has turned the corner on the down cycle. While not a rip roaring recovery, its better to return to growth than continue a downward trend.
Results… Read More
When I first started working with the foundries 25 years ago I would have never imagined that I would make a career out of it, which I most certainly have. Fortunately, I recognized early on that not only are the foundries the cornerstone of the semiconductor ecosystem, they are also a very important economic bellwether, absolutely.… Read More
Every week I read headlines about the progress of autonomous vehicles, and the inevitable questions began to arise, like, “Just how safe is this AV?”, or “Is this new ADAS feature trustworthy?” The automotive industry has already setup the ISO 26262 functional safety standard, and we’ve blogged… Read More
We covered the ASIC business in Chapter 2 of our book “Fabless: The Transformation of the Semiconductor Industry” using VLSI Technology and eSilicon as shining examples. Neither of which now exist. The ASIC business model was a critical steppingstone in the transformation of the semiconductor industry. Many systems companies… Read More
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