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I was asked to present at Nikon’s LithoVision event again this year. LithoVision is held the day before the SPIE Advanced Lithography Conference also in San Jose. The following is a write up of my talk.… Read More
Not as much new – No breakthrough announcements, 300 watts is better than 250 watts – Pellicle Problems, TSMC is EUV king – Third times a charm? We attended this years SPIE Lithography convention in San Jose as we have for many years. Although the show was quite enthusiastic and EUV was the central topic, as it has… Read More
At SemiWiki we usually don’t write about the press releases we are sent. However, a recent press release by eSilicon caught my eye and prompted me to call Mike Gianfagna, eSilicon Vice President of Marketing. The press release is not just about one thing, rather it focuses on a number of interesting things that together show their… Read More
Bob Smith is executive director of the ESD (for electronic system design) Alliance that many Semiwiki readers will remember as the EDA Consortium. As Bob explains, the semiconductor industry is changing and evolving, and the electronic system design ecosystem with it. I encourage you to take a break from what you’re doing and … Read More
The Design IP market is doing well, growing at higher CAGR that the semiconductor market it is serving, in fact 10% higher for 2007-2017! You may wonder why this IP market is so business friendly? I will try to answer and propose the top 3 reasons explaining this behavior. To name it: IP business is recurrent, external IP sourcing is… Read More
AMAT reported a more or less in line quarter with revenues of $3.75B and Non-GAAP EPS of $0.81 versus street expectation of $0.79 and revenues of $3.71B. Guidance came in well below the street with revenues expected between $3.33B to $3.63B and Non-GAAP EPS from $0.62 to $0.70 versus expectations of $3.66B and $0.77. The company … Read More
In January 2019, the memory market has been hit with a significant amount of negative news.
During the 1940s when aerospace engineers were attempting to break the sound barrier for the first time, they were confronting a slew of new technical issues that had never been dealt with before, and in some cases never seen before. In subsonic flight airflow was predictable and well understood. In crossing the sound barrier, … Read More
After 8 SemiWiki years, 4,386 published blogs, and more than 25 million blog views, I can tell you that IP is the most read semiconductor topic, absolutely, and that trend continues. Another correlating trend (from IP Nest) is the semiconductor IP revenue increase in relation to the semiconductor market (minus memory) which more… Read More
ASML reported a more or less in line quarter as expected, coming in at EUR3.14B in revenues and EPS of EUR1.87. However, guidance was worse than most analysts were expecting with Q1 revenues expected to be EUR2.1B or down about one third.
This cut is something we have been talking about for a while as we have expected sharp memory CAPEX… Read More
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