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Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
Knowledge is power, and I’ve seen the trend over time of people getting more and deeper access to knowledge as each year goes by. I remember, as a student in high school back the in 70’s, the first time I wanted to buy stock in a company. You could only get a quote by calling a broker or visiting the broker’s office. Today you can get real … Read More
The GSA US Executive Forum is in its 5[SUP]th[/SUP] year. It is a time for top level semiconductor executives to meet and try to make sense of a very complex and fast moving industry that has tremendous influence on modern day life. You can see a list of attendees with bios and pictures HERE. There is a lot to talk about (The Future of Drones… Read More
If you are building an advanced SoC, you know that you’re going to need a lot of embedded memory. Unless this is your first rodeo, you also know that which memories you choose can have a huge impact on Power, Performance and Area (PPA) and, for some applications, Energy (power integrated over time), Temperature and Reliability. Which… Read More
The KLA deal died due to fox guarding the hen house.
Fox can’t guard Hen House…
In an industry where there are relatively few widget makers and only one, very dominant, widget inspector, the thought of one of the widget makers buying the most crucial widget inspector obviously would be anti-competitive. Not only would… Read More
As we had been suggesting the merger deal between KLAC and LRCX has failed. It obviously ran into too many complications, costs or other issues to continue. Unlike the Applied TEL deal which went on for a staggering 18 months before calling it quits in this case 12 months was enough to figure out it wasn’t getting done.
In our … Read More
The odds of deal completion has fallen to low levels. Whats the fallout on the companies and stocks? Is there life after a failed merger?
“A quagmire wrapped up inside an enigma” – LRCX & KLAC’s merger is the talk of the town, both in the semiconductor equipment industry as well as DOJ watchers in Washington… Read More
Since its formation just last year, SiFive has been riding the RISC-V rocket from purely academic interest to first commercialization. In an exclusive discussion, I talked with CEO Stefan Dyckerhoff and VP of Product and Business Development Jack Kang about their progress so far and what may be coming next.
Previously, I covered… Read More
Once a year, during the TSMC’s Open Innovation Platform (OIP) Forum you can expect to see cutting edge technical achievements by TSMC and their partners. This year was no exception, with Open-Silicon presenting its accomplishments in implementing an HBM reference design in 16nm. It’s well understood that HBM offers huge benefits… Read More
Design starts are the lifeblood of the semiconductor industry which is why we have been following the eSilicon STAR Platform since its introduction with great anticipation. The STAR platform was first launched about three years ago. Today, there are over 1,300 registered STAR users in 52 countries around the world.
The ASIC business… Read More
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Rethinking Multipatterning for 2nm Node