Stocks will likely be flattish on reduced news (KLAM, AMAT, UTEK, INTC, ASML & Hermes). From a Wall St perspective, this year will likely be one of the quietest Semicons in a while as all three major players, AMAT, LRCX & KLAC have no scheduled investor events. … Read More
SEMICON West 2016 Preview
Next week is SEMICON West and I plan to be there all week. SEMICON West is a great opportunity to see the latest in equipment and materials on the show floor, to attend all the talks and receptions and to meet with various industry experts.… Read More
Semiconductor is Definitely NOT Business as Usual!
Next week is SEMICON West where more than 26,000 of my compatriots will meet to discuss the future of the all-important semiconductor industry. How important is the semiconductor industry you ask? Well, your life literally depends on it, absolutely. Scott Jones and I will be covering the event live for SemiWiki so stay tuned. If… Read More
Semiconductors out of step with electronics
The global semiconductor market has been on a decline (three-month-average change versus a year ago) since July 2015 according to World Semiconductor Trade Statistics (WSTS). Although numerous factors affect the semiconductor market (capacity and utilization, prices, inventory levels) in the near term, the long term growth… Read More
HBM controller IP holds the key to bandwidth
We were waiting to see what a different roster including SK Hynix and Synopsys would have to say on HBM in the latest Open Silicon webinar. This event focused on HBM bandwidth issues; a packaging session on 2.5D interposers was promised for a future webinar.… Read More
eSilicon Offers Free Semiconductor IP For Universities!
It is easy to forget the importance of academia’s role in the semiconductor ecosystem but it is important not to. If you look at the DNA of the semiconductor industry you will see how dependent we are on academic research for innovation and the necessary disruption that keeps us all gainfully employed. FinFETs are the first things… Read More
ASML pays $3.1B for Hermes to get E-beam inspection
Cheap versus year ago but expensive on fundementals – Net negative for KLAC/LRCX & AMAT. ASML bought Hermes Microvision for much the same reason as the Cymer acquisition – to support EUV. ASML could have made a counter offer for KLAC (as we had suggested previously) but this obviously would have been much more expensive… Read More
Webinar alert – another break in the memory wall
A couple months ago we heard from another vendor in a webinar on HBM and breaking through the “memory wall”. Next week Open Silicon weighs in on the topic in a webinar with partners SK Hynix and Synopsys.… Read More
ARM sets up quagmire-free ecosystem for IoT
Wandering around DAC this week, I found much of the discussion focused on the EDA community being at an inflection point. How do we get more design starts from new places with new ideas without jeopardizing existing business? It’s not as simple a transition as it sounds.… Read More
Semiconductor market going negative?
Several recent forecasts for the 2016 semiconductor market point to a decline. The title of this post is the same as we used for in October 2015. In October, Semiconductor Intelligence projected the market would grow 1.0% in 2015 despite several predictions of the market going negative. 2015 finished with a slight 0.2% decline.… Read More
Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot