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Introduction to Semiconductor Processing

Introduction to Semiconductor Processing
by Daniel Nenni on 08-09-2017 at 7:00 am

We introduced you to Semitracks last week with an interview of their CEO, Chris Henderson. This week, we thought it might be worthwhile to continue that introduction with an overview of one of their more popular online and in-houses courses:

Introduction to Semiconductor Processing.

One of the big challenges in our industry for… Read More


Is an ASIC Right for Your Next IoT Product?

Is an ASIC Right for Your Next IoT Product?
by Daniel Nenni on 08-07-2017 at 7:00 am

According to a recent study by ARM, more than one trillion IoT devices will be built between 2017 and 2035. Based on research for an upcoming book on IoT devices and looking at SemiWiki IoT analytics I find that number to be reasonable, in fact, easily attainable. Even more interesting, the market for IoT devices and related services… Read More


AI ASICs Exposed!

AI ASICs Exposed!
by Daniel Nenni on 08-01-2017 at 12:00 pm

Artificial intelligence, or AI is really heating up these days. The technology has been around for decades, but of late it is becoming quite a focus for applications such as data center analytics, autonomous vehicles and augmented reality. Why the rebirth? The trend appears to be driven by two forces – availability of data to train… Read More


Samsung Sloppy Sailor Spending Spree!

Samsung Sloppy Sailor Spending Spree!
by Robert Maire on 07-31-2017 at 12:00 pm

Last week, TEL (which is the Japanese equivalent to AMAT & LRCX) reported a June quarter which saw revenues drop to 236B Yen from March’s 261B Yen and saw earnings drop from March’s 47B Yen to June’s 41B Yen, a respective 9.3% decrease and a 12.8% decrease in earnings.

We don’t think this is attributable… Read More


SEMICON West – Advanced Interconnect Challenges

SEMICON West – Advanced Interconnect Challenges
by Scotten Jones on 07-28-2017 at 12:00 pm

At SEMICON West I attended the imec technology forum where Zsolt Tokei presented “How to Solve the BEOL RC Dilemma” and the SEMICON Economics of Density Scaling session where Larry Clevenger of IBM presented “Interconnect Scaling Strategic for Advanced Semiconductor Nodes”. I also had the opportunity… Read More


Semicap Thoughts: ASML AMAT INTEL SAMSUNG TSMC MICRON

Semicap Thoughts: ASML AMAT INTEL SAMSUNG TSMC MICRON
by Robert Maire on 07-27-2017 at 12:00 pm

ASML reported results in line and slightly ahead of expectations which helped push ASML and the other semicap stocks back to their original valuations prior to the two step pull back that lasted about a month. We are now back to relatively high, record valuations not seen or ever seen previously (at least for a long time) by many companies.… Read More


CEO Interview: Chris Henderson of Semitracks

CEO Interview: Chris Henderson of Semitracks
by Daniel Nenni on 07-26-2017 at 7:00 am

In looking at the SemiWiki analytics over the last six years it is clear that the average age of our readers is trending down. (Yes, Google knows how old we are). The 25-35 age group now represents our largest readership and that is supported by the conferences I have attended recently. At the Design Automation Conference last month… Read More


Custom SoCs for IoT Revolution!

Custom SoCs for IoT Revolution!
by Daniel Nenni on 07-21-2017 at 7:00 am

There are two interesting transformations that are currently taking place inside the semiconductor industry: First, systems companies (not chip companies) are now driving the semiconductor industry. Second, IoT focused chips are accelerating design starts. The result is what I would call the Custom SoCs for IoT Revolution!… Read More


3D NAND Myths and Realities

3D NAND Myths and Realities
by Scotten Jones on 06-30-2017 at 9:00 am

For many year 2D NAND drove lithography for the semiconductor industry with the smallest printed dimensions and yearly shrinks. As 2D NAND shrunk down to the mid-teens nodes, 16nm, 15nm and even 14nm, the cells became so small that there were only a few electrons in each cell and cross-talk issues made further shrinks very difficult… Read More