Forecasts for 2018 semiconductor market growth have been revised upward from earlier in the year. In January to February 2018, projections ranged from 5.9% from Mike Cowan to our 12% at Semiconductor Intelligence. Forecasts released in March to June range from Gartner’s 11.8% to our 16%. The latest forecasts average an increase… Read More
Are memory makers colluding against China?
Maybe OMEC is the new OPEC? A bargaining chip in June trade show down?
China has started an apparent investigation into pricing of DRAM memory with Samsung, Micron and SK Hynix as targets. We find this somewhat coincidental given the current trade issues. Memory pricing has been unusually strong for a very long time. Much longer … Read More
Being Intelligent about AI ASICs
The progression from CPU to GPU, FPGA and then ASIC affords an increase in throughput and performance, but comes at the price of decreasing flexibility and generality. Like most new areas of endeavor in computing, artificial intelligence (AI) began with implementations based on CPU’s and software. And, as have so many other applications,… Read More
Webinar: Custom SoCs for Narrowband IoT
This joint CEVA and Open-Silicon webinar, moderated by myself, will elaborate on Narrowband IoT (NB-IoT) custom SoC solutions that are based on the CEVA-Dragonfly IP subsystem, and serve a wide range of cost- and power-sensitive IoT applications. Those joining the webinar will learn about the CEVA-Dragonfly NB1 IP subsystem,… Read More
China Chips Taiwan and Technology
Three critical China issues; Trade, Taiwan & Technology. China is a “double edge sword” of risk & opportunity. These issues greatly impact stock valuations. We have recently given a presentation at both the SEMI ASMC conference in Saratoga Springs and The Confab conference in Las Vegas. Both conferences… Read More
China Semiconductor Equipment China Sales at Risk
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
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet