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Samsung throws further gas on the fire of weak handset and CAPEX not set but will be down versus 2017. Samsung reported revenues of KRW 60.56 Trillion and KRW 15.64 Trillion operating profit ($56B and $15B). Chips accounted for whopping KRW 11.55 Trillion in operating profit on revenues of KRW 20.78 Trillion ( $11B and $19B)….a… Read More
In March, an AI event was held at the Computer History Museum entitled “ASICs Unlock Deep Learning Innovation.” Along with Samsung, Amkor Technology and Northwest Logic, eSilicon explored how these companies form an ecosystem to develop deep learning chips for the next generation of AI applications. There was also a keynote … Read More
The end-to-end principle as defined by Wikipedia is a design framework in computer networking. In networks designed according to this principle, application-specific features reside in the communicating end nodes of the network, rather than in intermediary nodes, such as gateways and routers, that exist to establish the … Read More
TSMC warns soft phone/crypto & flat capex!
Does this impact DRAM?
Can Intel keep Apple?
We love Tesla (Model 3)!… Read More
ASML put up good results with revenues of Euro2.285B versus street of Euro2.22B and EPS of Euro1.26 versus street of Euro1.17. Guide is for Euro2.55B versus street of Euro2.46B but EPS of Euro1.16 versus street EPS of Euro1.35 on lower gross margins, slipping from 48% to 43%.
A couple of EUV systems have slipped out. This is not surprising… Read More
Once again Oski delivered in their most recent Decoding Formal session, kicking off with a talk on the infamous Meltdown and Spectre bugs and possible relevance of formal methods in finding these and related problems. So far I haven’t invested much effort in understanding these beyond a hand-waving “cache and speculative execution”… Read More
On Thursday April 5th the Design and Reuse SoC IP days continues in Santa Clara at the Hyatt Regency (my favorite hangout). SemiWiki is a co-sponsor and I am Chairman of the IP Security Track. More than 400 people have registered thus far and I expect a big turnout, if you look at the program you will see why. You should also know that registration… Read More
Adding color to the talks, Dr. Jeff Welser, VP and IBM Almaden Research Lab Director showed how AI and recent computing resources could be harnessed to contain data explosion. Unstructured data growth by 2020 would be in the order of 50 Zetta-bytes (with 21 zeros). One example, the Summit supercomputer developed by IBM for use at… Read More
The most viewed blogs I write for SemiWiki are consistently blogs comparing the four leading edge logic producers, GLOBALFOUNDRIES (GF), Intel, Samsung (SS) and TSMC. Since the last time I compared the leading edge new data has become available and several new processes have been introduced. In this blog I will update the current… Read More
Thanks to my growing involvement in formal (at least in writing about it), I was happy to accept an invite to this year’s Oski DVCon dinner / Formal Leadership Summit. In addition to Oski folks and Brian Bailey (an esteemed colleague at another blog site, to steal a Frank Schirrmeister line), a lively group of formal users attended… Read More
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Rethinking Multipatterning for 2nm Node