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While writing “Mobile Unleashed: The Origin and Evolution of ARM Processors In Our Devices” it was very clear to me that ARM was an IP phenomenon that I did not believe would ever be repeated. Clearly I was wrong as we now have RISC-V with an incredible adoption rate, a full fledged ecosystem, and top tier implementers… Read More
I think most of us can attest that changing jobs is one of the most stressful decisions we make, as our careers progress. Making a job change is rarely an easy decision, though admittedly, so wonderful when it accomplishes your career and life goals. Having the right, well thought out expectations is the best way to ensure success,… Read More
KLAC put up a great quarter coming in at revenues of $1.07B and EPS of $2.22. Guidance is for $1.03B to $1.1B with EPS of $2 to $2.32. Both reported and guided were at the high end of the range and above consensus. We had suggested in our preview notes that KLAC would be the least impacted of the big three (AMAT, LRCX & KLAC) semi equipment… Read More
AI is revolutionizing and transforming virtually every industry in the digital world. Advances in computing power and deep learning have enabled AI to reach a tipping point toward major disruption and rapid advancement. However, these applications require much higher performance and bandwidth requiring new kinds of IP and… Read More
Lam Research (LRCX) reported a great June quarter coming in at $3.126B in revenues and $5.31 in EPS easily beating the street’s $3.06B and EPS of $4.94. However no one will care as guidance for the September quarter is for $2.3B in revs and EPS of $3.20, way, well below the already downward revised estimates of $2.77B and $3.88.… Read More
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
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
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
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
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
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Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot