We have been on a roller coaster ride of on again off again trade talk between China and the US. It is unclear where we are on a day by day basis but of late it appears that we are not seeing a lot of progress and some progress we thought we had made may not have actually happened.… Read More
Webinar: RISC-V IoT Security IP
Disruptive technology and disruptive business models are the lifeblood of the semiconductor industry. My first disruptive experience was with Artisan Components in 1998. The semiconductor industry started cutting IP groups which resulted in a bubble of start-up IP companies including Artisan, Virage Logic, Aspec Technologies,… Read More
Chip Equipment where to from here?
We may know the top, do we know the bottom? What is the downside in NAND, DRAM, Foundry. Can China help or is risk worse than upside?
It would appear that our concerns in our preview piece prior to the AMAT call came true as the stock now has a “4” handle, NAND is in question and display is down.
However its not like business … Read More
AMAT has OK Q2 but Q3 flat to down
“Puts & Takes” “Reduced NAND Expectations” 2019 to be down from 2018. Applied Materials reported a good quarter coming in at $1.22 EPS and $4.567B in revenues versus street of $1.14 and $4.45B.
However if we back out the buy back of 4% it would have been around $1.17 so a slight beat. Guidance was for … Read More
ZTE Caving shows China Trade Tirade is Hollow
We have been watching the ZTE saga play out on the public stage as we think it is an extremely important leading example of how the administration will truly act. As we all know, actions speak louder than words, and in the case of ZTE our words said one thing and our actions said something else. We need to analyze what the actions really… Read More
TSMC Technologies for Mobile and HPC
During TSMC 2018 Technology Symposium, Dr. B.J. Woo, TSMC VP of Business Development presented market trends in the area of mobile applications and HPC computing as well as shared TSMC progress in making breakthrough efforts in the technology offerings to serve these two market segments.
Both 5G and AI are taking the center stage… Read More
Formal Signoff – a Cisco Perspective
The second segment of Oski’s most recent “Decoding Formal” event was a talk by Anatoli Sokhatski (formal tech lead at Cisco) on training and methodology development for a structured and scalable approach to formal verification, particularly with emphasis on formal signoff.
Anatoli stressed that he and others in the team did … Read More
Samsung 10nm 8nm and 7nm at VLSIT
I got a tip sheet today for the upcoming 2018 Symposia on VLSI Technology & Circuits to be held June 19th through 21st in Honolulu, Hawaii. There is some interesting information on Samsung’s 10nm, 8nm and 7nm processes in the tip sheet:… Read More
Intel 10nm Yield Issues
On their first quarter earnings call Intel announced that volume production of 10nm has been moved from the second half of 2018 to 2019 due to yield issues. Specifically, they are shipping 10nm in low volume now, but yield improvement has been slower than anticipated. They report that they understand the yield issues but that improvements… Read More
Data Center Powers Intel but 10NM Still Slow
Intel (INTC) blew away expectations based on strong performance in the data center. Revenues of $16.1B versus street of $15.05B and EPS of $0.93 versus street of $0.72. While revenue was up 9% over prior year, earnings were 50% higher. Guidance is for Q2 revenue of $16.3B and EPS of $0.85 versus street of $15.55B and EPS of $0.81. IOT,… Read More
Rethinking Multipatterning for 2nm Node