GloFo & TSMC lawsuit- A Surrogate Trade War- Pushing TSMC into China’s open arms?
Surrogate Wars
Is GloFo using the trade war as an excuse?
Does TSMC get lumped in with China on trade?
Does this alienate TSMC into China’s embrace?
Much like Vietnam and Korea before it, there have been a number of “surrogate” wars between the US and China as well as many other wars between the US and Russia using… Read More
Memory Manifesto – Examining the “new (slower) normal” of the memory industry
- The perfect storm that drove memory is over
- The “new normal” goes back to older model
- The capex & tech pendulum swings to logic
We try to examine the future of the memory segment of the semiconductor industry given the current market and technology drivers combined with historical behavior.
Passing the Baton
The memory market… Read More
Hopes of a 2020 recovery but nothing solid yet
An in line quarter
Applied reported a quarter just above the mid point of guidance and analyst numbers (which mimic guidance) with revenues of $3.56B and EPS of $0.74 with guidance of $3.685B+-$150M and EPS o $0.72 to $0.80, also in line with current expectations. All in all a fairly boring quarter with business bouncing along a soft… Read More
Is Hong Kong a preview of Taiwan? Will HK embolden China to take Taiwan faster?
On our recent Asian tour, Hong Kong was our last leg, arriving this past Friday and departing Monday, the day the airport stood still. We were on a 2:20PM flight out of Hong Kong back to the states which was one of the last flights to leave before the airport was shut down. Much like the China trade issue, the Hong Kong problem looks to be… Read More
eSilicon Brings a New Software Interface to its 7nm neuASIC Machine Learning Platform at Hot Chips
In early May of this year, eSilicon announced the tape-out of a test chip which included the latest additions to its neuASIC™ IP platform. At the upcoming Hot Chips Symposium to be held at Stanford on August 19 and 20, 2019, eSilicon will be demonstrating the software component of this AI-enabling IP platform. At the event, eSilicon… Read More
300mm Fab Watch 2019!
Unless you are new to SemiWiki you should be familiar with Scotten Jones, founder of IC Knowledge, semiconductor process expert, and blogger extraordinaire. Scott joined SemiWiki in 2014 and has been blogging ever since with 130 posted thus far.
Scott’s, company, IC Knowledge LLC, is the world leader in cost modeling of… Read More
The China trade issue is back with a vengeance!
Watching the boats go by in Shanghai-
As I write this note I happen to be looking out my hotel window over the Bund onto the brightly lit party boats cruising the Huangpu river that meanders through Shanghai. All is well here in China and the parties on the boats with millions of LEDs go on……
The view from China is that the… Read More
Lam beats reduced guide as 2019 is done and 2020 is just a hope!
Nice house in a neighborhood in decline
Lam posted EPS and revenues ahead of reduced expectations, but guided the current quarter below street current estimates.
Is a “beat” really a “beat” if its against greatly reduced numbers? We would remind investors that we are looking at EPS cut more or less in … Read More
The Wild, Wild SEMICON West TechTALK – Joe Costello Speaks Out
On July 9, 2019, I attended the TechTALK session hosted by Dave Kelf of Breker Systems, Inc. titled, “Applied AI in Design-to-Manufacturing.” I was happy to hear what Dave had put together for this since it is a topic I am keenly interested in and because I have known Dave personally through music and charitable activities we have … Read More


Solving the EDA tool fragmentation crisis