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I plan to attend to the GSA European Forum in Munich (April 15-16), so I first looked at the event description and at the impressive speakers list. In such event, the goal is at 50% to listen, and 50% to network with the speakers and the other attendant. The center of gravity is clearly semiconductor, but the event involved speakers … Read More
Micron Buries the Hatchet with China
Micron has a very long history of counter cyclical investing, buying the assets of vanquished competitors when the memory industry is at the bottom of the cycle, such as it is right now.
Over the weekend, Micron announced that it had an agreement to acquire the assets of the now stalled Jinhua memory… Read More
The global semiconductor market grew 13.7% in 2018, according to World Semiconductor Trade Statistics (WSTS). Each year, we at Semiconductor Intelligence review semiconductor forecasts and compare them to the final WSTS data. We used projections which were publicly released from late 2017 through early 2018, prior to the … Read More
At the SPIE Advanced Lithography Conference ASML gave an update on both the current 0.33NA system and the 0.55 high-NA system development. I saw the presentations and got to sit down with Mike Lercel (Director of Strategic Marketing).… Read More
I had a chat with Bob Smith, Executive Director of ESD Alliance, about the upcoming SEMI conference in China. More than 100,000 people are expected to attend which is beyond my comprehension. SEMICON in San Francisco is maybe 20,000 people which is the largest conference I attend. I’m not sure if the Design Automation Conference… Read More
A recent press release from eSilicon caught my eye. The company has been touting their 7nm SerDes quite a bit lately – reach, power, flexibility, things like that. While those capabilities are important, any high-performance chip needs to work in the context of the system, which usually contains technology from multiple sources.… Read More
The trend of AI augmentation into many facets of silicon based hardware applications is on the rise. During the CASPA press conference in Santa Clara last week, Silvaco CEO David Dutton and SiFive VP, GM Christopher Moezzi were present to share their insights.
Silvaco CEO David Dutton mentioned that we are in new era in which many… Read More
Last week I attended the 2019 SPIE Advanced Lithography Conference. I gave two presentations, attended dozens of papers and conducted three interviews. I will be doing some detailed write ups particularly on EUV but I am waiting for the presentations from several of the papers. In the mean time I thought I would put some overall … Read More
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
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A Century of Miracles: From the FET’s Inception to the Horizons Ahead